Global Scans · Industry, Innovation and Infrastructure · Weekly Summary

In September 2015, 193 world leaders agreed to 17 Global Goals for Sustainable Development. If these Goals are completed, it would mean an end to extreme poverty, inequality and climate change by 2030.
Goal 9: Build resilient infrastructure, promote inclusive and sustainable industrialization and foster innovation.

• [New] We keep a clear preference for Europe, supported by the implementation of fiscal stimulus plans - notably in Germany - expected to bolster infrastructure and defence sectors. Societe Generale
• [New] In 2026, the economic offerings industry - which incorporates banks, NBFCs, coverage, and FinTech - is expected to grow considerably. Motilal Oswal
• [New] The period from 2028 to 2030 will focus on finalising and optimising processes and improving line efficiency in accordance with industry standards, thereby serving as a basis for researching chip fabrication technology at more advanced process nodes. alcircle
• [New] Under the Semiconductor Industry Human Resources Development Program, Vietnam aims to train 50,000 chip design engineers by 2030, with the workforce expected to exceed 100,000 professionals by 2040 under the National Semiconductor Strategy. alcircle
• [New] To support development, NVIDIA will provide AI infrastructure, simulation libraries, models, frameworks and blueprints, while Siemens will commit hundreds of industrial AI experts and leading hardware and software. Siemens Digital Industries Software
• [New] Industry giants such as Raytheon, BAE Systems, and Thales Group are developing AI-enabled adaptive jamming systems that use machine learning to detect and neutralize interference in real time - a capability that could prove decisive in future conflicts. Grand Pinnacle Tribune
• [New] Economic value and growth will flow through and across all levels of the global AI supply chain, driving historic opportunity and demand for energy, critical minerals, manufacturing, technological hardware, infrastructure, and new markets not yet invented. United States Department of State
• [New] Organizations should expect intensified targeting of remote access infrastructure in 2026, particularly as hybrid work arrangements persist and vendor remote support remains operationally necessary. Nexus
• [New] AI will accelerate cycles of offensive innovation, enabling rapid campaign development and more effective deception techniques. Nexus
• [New] To take advantage of the opportunity in AI, Europe has to get serious about its energy supply so that it can invest in the infrastructure layer. CNBC
• [New] The European Union Agency for Cybersecurity emphasizes that adopting robust security measures, such as network segmentation and hybrid security models, can substantially mitigate cross-domain breach risks across various industrial environments, thereby improving overall operational resilience. Market Data Forecast
• [New] Electronics manufacturing services in Europe are expected to grow steadily as OEMs outsource more complex design, prototyping and production to partners with Industry 4.0 capabilities. Pacific International - USA
• [New] Global semiconductor industry to grow 12% in 2026 For 2026, Future Horizons has forecast the global semiconductor industry to grow 12% to $813.104 billion. PRADEEP's TECHPOINTS
• [New] An Innovation Fund will better leverage taxpayer dollars by investing in proven strategies, as well as ensuring the workforce system is nimble and able to adapt to changing workforce environments. America Forward
• [New] South Africa's mature industrial base offers a reservoir of talent that can be mobilised through targeted upskilling and opportunity creation. Engineering News
• [New] Recent annual operational disruptions to critical energy infrastructure have affected energy supplies to more than 200 million households worldwide. Policy Center
• [New] Climate-driven CAT events remain a top concern as losses continue to challenge the P & C industry, so 2026 will demand an even more forward-looking approach to catastrophe underwriting, pricing and mitigation. Markel
• [New] With major programmes drifting toward a 2040-45 IOC window, Europe must build a defence industrial base that is resilient, future-proofed and capable of delivering credible deterrence at continental scale. Autonomy Global -
• [New] Looking ahead, expect 2026 to feature litigation over the scope of preemption, increased enforcement actions from federal agencies, and a push toward a federal legislative framework, alongside continued state innovation in AI governance. JD Supra
• [New] In 2026, businesses focusing on industrial production, logistics, and manufacturing can gain a competitive edge by integrating asset tokenization opportunities into their supply chain operations. Inoru
• [New] In 2026, tokenized insurance products will likely gain traction among retail and commercial clients, providing tokenization opportunities for innovation in risk management. Inoru
• [New] As AI-generated content is blended with human-curated messaging and commercial infrastructure, PRC-linked operations will become harder to detect and attribute, reflecting a shift toward more deniable, adaptive, and professionalized influence operations. Atlantic Council

Last updated: 25 January 2026