company
Consultancy whose latest global infrastructure report is the source of the US$106 trillion through-2040 figure.
No evidence-backed relationships are recorded.
Dominic Barton says the diplomats who used to telegraph trade shocks have been replaced by social media posts, and that companies should be re-planning debt, data and incorporation around it.
Reality
Rain, Visa, Mastercard, Fiserv, Circle and Remitly have formed the Agentic Payments Alliance with about two dozen members, explicitly modelled on EMV. Plan to conform, not to define.
Reality
Gravis Robotics is worth $1 billion for bolting autonomy onto machines contractors already own. The capital in construction robotics is going to the aftermarket, not the assembly line.
Reality
Circana has plant milk off 3.7% in dollars for the year to July 13 as dairy milk dollars rose 4.8%. A $66.9 billion global forecast is not a domestic roadmap.
Reality
McKinsey puts global infrastructure needs at US$106 trillion through 2040. KKR and Deloitte say contracted cash flow, not a growth story, is what is drawing institutional money into the region.
Reality