Germany

Technology

October 3, 2026 · 7 min

Aleph Alpha: Germany's sovereign AI lesson

Seven years, a round announced as more than USD 500 million, a change of strategy and a merger with Canada's Cohere. On 3 October it released Kolibri-1, its first open-weight language model under Apache 2.0.

History

September 6, 2026 · 9 min

Germany in the Bajío: two centuries of technique, half a century of capital

At the September 2 Summit, the Guanajuato government counted nearly 70 German projects and some USD 4 billion. Almost all of it postdates 1973. Before that, Germany had spent two centuries in the Bajío supplying something else: knowledge.

Events

August 31, 2026 · 8 min

Summit 2026: what German industry and the Bajío put on the table

On 2 September, the BDI, COPARMEX Nacional, the Konrad Adenauer Foundation and the State of Guanajuato opened a Germany–Mexico industrial agenda in Silao. This is the full record of the day: programme, speakers, panels, and the 61-supplier Catalogue.

Thesis

August 11, 2026 · 8 min

The Bajío's hidden energy market: 73 German plants, and almost no on-site generation

German OEMs in the Bajío already run on renewable power. The suppliers around them mostly don't. We sized the gap: roughly 64–183 MWp of on-site solar and US$52–216 million of capex, in projects too small for project finance and too large to ignore.

Thesis

June 23, 2026 · 6 min

The Mittelstand as long-term owner

A fifteen-year energy contract is a bet on who will still own the plant fifteen years from now. In the Bajío, German family firms have stayed on the same sites for decades. Their risk is not credit: it is succession.

Thesis

April 7, 2026 · 7 min

Bavaria's hidden champions, and why the Bajío does not yet have its own

Bavaria has 296 world market leaders in their niche, almost all family-owned and far from Munich. Many already produce in the Bajío. The region hosts their plants, but not their headquarters, their engineering or their ownership.

Thesis

March 31, 2026 · 9 min

If the Bajío were in Europe, the US or China

By its industrial model, the Bajío is North America's Central Europe; by its direct competition, the US Southeast; by its income and its reliance on long land corridors, Chongqing; by what it aspires to be, southern Germany. All four cases teach the same lesson: the region's next stage will be decided by energy.