DTCP

It’s a wrap, for the 2025 Infrastructure Investor conference in Berlin and the DTCP VIP dinner where LPs and partners got the chance to learn from the tenured leaders of our two data center portfolio companies, maincubes SECURE DATACENTERS and GreenScale Data Centres Thanks to Daniel Thomas and Oliver Menzel for taking time from their busy schedules to spend an evening with our investors as well as answering my own questions on the state of the data center sector with its high barrier to entry and yet great opportunities for those successful at navigating the complexities of data center development and contracting. DTCP Vicente Vento Philipp von Bismarck Waldemar Maurer Stephan Grillmaier

We’re excited to introduce our latest state-of-the-art model: Command A, which combines maximum performance with minimal compute! Command A is optimized for enterprises that require fast, secure, and highly efficient AI. It’s on par or better than leading models across agentic tasks, with a fraction of the compute required. You can run it with just two GPUs, ensuring hardware access isn’t a barrier to adoption. It features:   - Across the board improvements with business, STEM, and coding tasks  - A context length of 256k for enhanced RAG with citations on longer documents  - Expanded multilingual coverage for 23 languages for global teams - Agentic tool use to automate complex tasks   - Private deployment options for regulated industries Our next generation of models will help power a range of applications through our secure AI agents platform, North. It’s available today on the Cohere platform, Hugging Face, and coming soon to major cloud providers. Learn more: https://lnkd.in/g2jDaaWj

We’re incredibly proud to announce that GreenScale has been shortlisted as a finalist for the Digital Infrastructure Breakout Success Award at The Tech Capital Global Awards 2025. This recognition highlights the dedication and innovation of our exceptional team and the support of our investors at DTCP who share our commitment to innovation and sustainable growth. GreenScale was founded with an ambitious vision: to build digital infrastructure that scales rapidly, operates sustainably, and delivers tangible benefits for the communities and regions we serve. With significant milestones already achieved, from securing an initial £1 billion investment to acquiring the Atlantic Hub, instantly adding 88MW of AI-ready capacity with the potential to scale beyond 300MW, we continue to lay solid foundations for future growth. Special thanks to DTCP for their amazing support, and huge appreciation to our dedicated team whose hard work have made this recognition possible. #DigitalInfrastructure #Hyperscale #DataCentres #Sustainability #TechCapitalAwards

New Research Alert: Very Excited to share one of the most comprehensive reports on securing enterprise AI. Security leaders are facing a wave of AI developments—from DeepSeek to Manus AI—that raise concerns about data leaks, model integrity, and more. This research covers: ▪️ The state of AI adoption and its security risks ▪️ Why traditional cybersecurity controls (e.g., firewalls) fall short ▪️ A framework for understanding AI security solutions ▪️ Insights from security leaders on what works Our recommendations, based on extensive discussions with security leaders and practitioners: 1️⃣ Start with data security controls – AI security is a data security problem first. 2️⃣ Prioritize runtime security – eBPF-based solutions offer the strongest observability. 3️⃣ Implement Governance controls - Always scan and maintain a full inventory of all AI (especially shadow AI). We anticipate more Chinese AI developments that will increase US open-source adoption, driving the need for securing AI. 4️⃣ Shortlist vendors carefully – The market is fragmented, but key players stand out. Today's Market Landscape & Solutions: There are over 50+ vendors vying for CISOs’ attention - a nightmare for CISOs, but most fall into two broad categories. We specifically highlight 9 leading vendors with extensive customers, traction and promising use cases (this categorization is not exhaustive): 1. Securing AI Product Lifecycle (and our opinion) ◼️ Palo Alto Networks – strong AISPM built on the Strata Firewall ◼️ Protect AI - strong open-source work and threat research ◼️ HiddenLayer – strong scanning and D&R capabilities ◼️ Noma Security - strong partnerships with large ML providers and coverage ◼️ Pillar Security – strong lifecycle capabilities and adaptive guardrails ◼️ TrojAI – strong pen-testing for homegrown AI applications *Observation : Protect AI and HiddenLayer currently lead in customer traction based on our research. 2. Securing Employee AI Usage (and our opinion) ◼️ Prompt Security – strong on GitHub Copilot and securing employee AI ◼️ WitnessAI AI – strong policy enforcement and SASE integration ◼️ Zenity – strong in M365 and agentic app security We go much DEEPER on strengths and trade-offs of all these leading vendors within the report. If you're evaluating AI security vendors for a POC, these are some of the names that should come first. We also highlight all the 50+ vendors in the report. We believe this is one of the most detailed analyses on this topic. If you're a security leader, this is for you. Full report: https://lnkd.in/eAyBHtvp * Massive thank you to Allie Howe for collaborating on this research and my amazing team for their hard work. Please read, and let us know your thoughts. Special thanks to the CISOs and practitioners who shared their thoughts / contributed to this research.