AGP Executive Report
Last update: 10 hours agoPrivacy & Security Rules: CISA’s updated software bill-of-materials push is forcing buyers to demand a full inventory of software components, including deeply buried borrowed code, with banks among the early adopters. AI Infrastructure Push: Fortescue is reportedly exploring up to 2GW of AI data-centre power in Western Australia’s Pilbara, potentially with Anthropic as a partner, betting mining renewables can feed the next compute wave. Digital Identity in the Field: Kenya’s Migori County is rolling out battery-powered Mobile Live Capture machines to speed national ID processing, aiming for cards in 3–7 days. Cyber Wallet Fallout: Coldcard users may be facing a possible fourth sweep tied to a firmware flaw, with losses potentially nearing $114M as attackers move funds to fresh addresses. Broadband & Telecom Moves: Italy’s fixed lines and FTTH mix keep shifting, Portugal consults on simpler ISP switching rules, and Rise Fibre expands after buying 120,000 TalkTalk customers. Energy Storage Breakthrough: Mana Battery and Saft sign a joint development deal to commercialize anode-free sodium-ion batteries for defense and critical infrastructure. Tech for Inclusion: Black Girls Code’s Atlanta camp teaches girls programming and confidence-building skills to narrow representation gaps in tech.
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