contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  createdAt
  changedAt
  isPremium
  authors {
    __typename
    name
    pageUrl
    id
  }
  companies {
    name
    pageUrl
    id
  }
  tags {
    name
    id
  }
  ... on Video {
    liveTime
    videoUrl
    videoEmbedUrl(location: "inderes")
  }
  ... on Webcast {
    liveTime
    videoUrl
    videoEmbedUrl(location: "inderes")
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
      researchContentUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


hav-notice-of-annual-general-meeting-2026

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

changedAt

HAV Group operates in the energy and manufacturing industries. The company works with the development of energy solutions for the maritime industry. The product portfolio is broad and includes systems for hydrogen energy and ballast management. In addition to the main business, aftermarket service, support and maintenance are offered. Operations are held on a global level, with the largest presence in Scandinavia. The HAV Group was founded in 2021.

There probably isn’t anything majorly new in this story.  It explains how China is making a serious effort to break away from Nvidia. Companies operating in the country are developing their own chips for cars, AI, and computing, because Nvidia is expensive and an uncertain choice from a geopolitical perspective. The article states that these things won’t happen overnight, but the direction is clear: Chinese models and devices are increasingly being built to run on the country’s own chips.  Key Points  Companies in China are increasingly developing alternatives to Nvidia chips. That’s the case even for less-advanced Nvidia semiconductors used in driver-assist systems. Newer Chinese AI models are also expanding compatibility to homegrown chips.   https://www.cnbc.com/2026/06/01/china-learns-to-build-without-nvidia.html

Alright, the Vera Rubin production and distribution ramp-up has now officially started! The world’s first VR200 NVL72 delivered by Dell to Coreweave has already passed L11 diagnostics - i.e., 72 GPUs, 36 CPUs, and NVLink are working flawlessly.  So, the H2/26 schedule communicated in March seems to be holding up well, and we are even slightly ahead of it. As I see it, the markets aren’t expecting much VR sales even for Q3. Now it seems like it’s coming - possibly quite a bit, even though I understand the H-series is still generating sales in the billions. The price of such a rack has been speculated to be 7 million per unit.

Below is an article about how Nvidia is investing heavily in technology where data is transmitted using light instead of electricity. The idea is to reduce the energy consumption of AI infrastructure and alleviate bottlenecks in data centers, among other things, as traditional data transfer relying on copper and electricity is already starting to limit scaling. This type of technology also interests other tech giants, but widespread adoption is still in its early stages because large-scale production of such complex technology is challenging to implement.  Key Points  Nvidia has committed at least $6.5 billion to companies developing photonics technology since March this year. Photonics is considered to be a more efficient way to transfer data than the current standard process of using more costly electricity running on copper, which is thought to be a major blocker to the rollout of AI. “The amount of silicon photonics technology capacity that we need is substantially higher than the world has today,” Nvidia CEO Jensen Huang said at GTC in March.   https://www.cnbc.com/2026/05/29/nvidia-photonics-investment-ai.html

You wouldn’t say something like that out loud in any annual report, because then you’d seem old-fashioned. At the turn of the decade, there was a very similar enthusiasm for the metaverse, and traditional large corporations made highly questionable investments in virtual reality centers of excellence and hardware. The Zeitgeist drives a lot of executives’ technology investment priorities, but while you can momentarily fill downtown Helsinki with electric scooters if you’re investing with other people’s money, at some point the business has to start sustaining itself profitably through consumers’ wallets or B2B customers from the traditional economy. For the hardware investments driving NVIDIA’s stock to be at a sustainable level, players like OpenAI and Anthropic would need to reach profitability, and in my opinion, there are no signs of that yet. Now, of course, as they attempt to go public, quarterly results might be momentarily manipulated so that such a narrative can be constructed. Non-deterministic spaghetti is a hell to maintain and generates far more wasted costs in the form of misused tokens, so the maintenance costs of AI software are much higher than those of traditional deterministic spaghetti IT. There just isn’t enough wide-scale experience available on this yet.                                                 I would recommend trying to ask that AI what the technological significance of CD-ROMs was for society and how widely they were used everywhere in people’s lives, including the business world

Some CD-ROMs are a curiosity-level application that affected a few, whereas the advent of AI is a paradigm shift that will eventually affect almost everyone. Even if your examples regarding CDs or internet speeds were accurate, it is far too early to draw a direct analogy from them to the future of AI.

No doubt these thoughts exist in many large corporations, but I would like to see a CIO/CTO state this out loud in the mainstream media. Usually, the opposite is said; the companies you mentioned (UPM and Outokumpu) both report on their use of AI in their annual reports. My own experience is that “AI spaghetti” is accepted onto the roadmap much more willingly than traditional “IT spaghetti.” AI OpEx costs are perceived as simpler and more flexible than normal software licenses and service maintenance. Personally, I see a future scenario where AI essentially takes over IT and R&D budgets (5-8%). It is significantly easier to build your own AI agents or deploy the AI capabilities of existing products than it is to justify the implementation of yet another piece of software/hardware and related services (spaghetti) in a large corporation. An example of this is SAP Joule, which in part supports the growth of NVIDIA’s hardware and software business in large enterprises.

I agree in principle, but sometimes technological development can also stop because a certain technology reaches a dead end due to, for example, the laws of physics, as with CDs. If it were possible to manufacture an optical storage system that combined the benefits of CD/DVD/Blu-ray (archival stability and physical protection against overwriting) with modern speed and capacity, it would surely be a bestseller, but apparently, it is simply too difficult or impossible. Broadband connections, on the other hand, are a very good example of where “good enough” suffices for almost everything, so demand gradually fades.

HAV Group

The shareholders of HAV Group ASA are hereby given notice of the Annual General Meeting to be held on 27 May 2026 at 10:00 CET. The meeting will be held as a fully digital meeting via LUMI AGM...

<pre>The shareholders of HAV Group ASA are hereby given notice of the Annual General Meeting to be held on 27 May 2026 at 10:00 CET. The meeting will be held as a fully digital meeting via LUMI AGM. Please find attached the notice of Annual General Meeting with further information on advance voting, power of attorney and digital participation, including relevant attachments. The notice is sent to all shareholders with known address. All attachments, in addition to the Annual Report for 2025, will be available on the company's website: www.havgroup.no. </pre>

HAV: Notice of Annual General Meeting 2026

HAV: Notice of Annual General Meeting 2026