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Newsletter 28th September 2025

Medical Tech Investing

Welcome back to another TechEyeSpy Dispatch. The last week has been a reminder of how quickly the ground shifts beneath investors’ feet. Markets are moving in ways that hint at deeper global realignments, and while the headlines focus on the obvious - energy disputes, rising interest chatter, and looming elections the real opportunities often sit quietly in the background.

In this issue, we’ll explore why the global context matters more than ever, how tech markets are behaving sector by sector, and where the overlooked cracks and openings are forming. There’s a hidden story this week that deserves extra attention: a set of medtech start-ups that aren’t making the splashy headlines, but may shape the way diagnostics, oncology, and even surgical tools evolve over the next decade. These are the kinds of companies that slip under Wall Street’s radar until suddenly they don’t.

Think of this edition as both a map and a flashlight global forces up top, detailed market breakdowns below, and then a deep dive into the hidden innovators that could define tomorrow.

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Global Context: Winds, Ruptures, and Capital Flows

This week reminds us that nature and capital both rotate on indifferent axes. On one side, Super Typhoon Ragasa hammered parts of East Asia with full force, leaving floods, infrastructure damage, and logistical chaos in its wake. The Guardian+4Reuters+4Reuters+4

Cities such as Hong Kong were forced into shutdowns: all three airport runways were temporarily taken offline, thousands of flights canceled, and over a thousand fallen trees blocked roads. Reuters+2AP News+2 In Guangdong province, over 2 million people were evacuated as the storm barreled inland. AP News+2Wikipedia+2

In Taiwan, the storm’s fury breached a barrier lake in Hualien, unleashing a “tsunami‐like” flood surge that claimed more than a dozen lives. AP News+2The Guardian+2 The damage is still being assessed, and many ports, supply routes, and semiconductor factories in southern China are in repair mode.

The cascading effects are subtle but real: supply chains in electronics, optical components, sensors, and even precision parts are now facing micro‐delays. One misrouted container, one delayed shipment, one compromised factory can ripple across entire component stacks. The timing is harsh just as global tech demand is tilting toward AI, medtech, and high‐spec hardware, a weather event of this magnitude signals more volatility in the logistics backbone.

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But while nature raged, capital was also on the move - aggressively, strategically, and with clear signals.

The headline deal of the week: Britain and the U.S. inked a $42-billion “Tech Prosperity Pact”. Reuters+3Reuters+3Yahoo Finance+3 Under its umbrella, Microsoft committed £22 billion to expand cloud and AI infrastructure; Nvidia pledged delivery of 120,000 GPUs into the U.K. as part of a local “Stargate” supercomputing initiative. Reuters+2Reuters+2 Google also committed £5 billion toward new data centres and AI operations. Reuters+1

This is more than a symbolic “Grand Gesture.” It signals the re‐balancing of the U.K. as a node in the AI & compute network (not just a consumer). The message is clear: the U.S. wants to export not only software but also hardware, infrastructure, and regulatory momentum. On the part of the U.K., this is a gamble: it leans toward looser regimes on data oversight and sovereignty tradeoffs in exchange for foreign capital inflows and “AI jobs.”

Elsewhere in tech capital flows, we saw CoreWeave expand its OpenAI pact via a new contract valued up to $6.5 billion (adding to a total $22.4 billion in cumulative deals) — a reminder that the GPU / infrastructure race is far from over. Reuters Meanwhile, Oracle is reported to have carved out one of the largest cloud deals ever: OpenAI may purchase $300 billion in compute capacity from Oracle over several years. Reuters

Together, these moves aren’t just about raw dollars — they reflect realignment in who controls compute, where it gets deployed, and which jurisdictions become the nodes of sovereignty for AI and data. The U.K.–U.S. deal, in particular, may reshape the map of compute sovereignty in Europe.