In this episode of On The Horizon podcast, Nadab Akhtar, President and CEO of Project LightShift, the quantum antenna technology partner of Quantum Cyber N.V. (Nasdaq: QUCY), joins WTR Analyst James Kisner and host Tim Gerdeman, Vice Chair, Co-Founder and Chief Marketing Officer of Water Tower Research. Quantum Cyber is developing an autonomous defense platform for battlefields where GPS and communications are jammed or denied.

Nadab Akhtar explains why a drone is most exposed when it signals home, then covers how the quantum photomagnetic antenna is designed to use quantum-scale photonics to read the Earth’s magnetic field as a navigation reference. The antenna was invented by Project LightShift co-founder and Chief Scientist Dr. Wolf Kohn and is exclusively licensed to Quantum Cyber for drone and defense applications.

Nadab Akhtar also walks through MAHCA (Multiple Agent Hybrid Control Architecture), a rules-based AI framework intended to let drone swarms make decisions on board rather than calling home, and describes the search for a fabrication partner to take the pre-commercial antenna from simulation to a first prototype. The conversation closes with the milestones he expects over the next 12 to 18 months, led by a defined prototype program and a demonstration of MAHCA for swarming.

For additional content, visit www.watertowerresearch.com.

In this episode of On The Horizon, Dr. Jennifer Holmgren, Chief Executive Officer of LanzaTech Global, Inc. (Nasdaq: LNZA), joins WTR's Peter Gastreich (Managing Director, Energy Transition and Sustainable Investing) and Tim Gerdeman (Vice Chair, Co-Founder & Chief Marketing Officer).

Jennifer discusses how LanzaTech's continuous fermentation technology converts industrial carbon emissions into ethanol, the mandate-driven demand for sustainable aviation fuel and marine fuel, and the company's shift from licensing toward developing its own projects with Brookfield funding. She also covers the expected ISCC EU certification for LanzaTech's China plant, LNZA's embedded value in LanzaJet and the Shougang LanzaTech joint venture, and key milestones expected over the next 18 months.

For additional content, visit www.watertowerresearch.com.

In this episode, Ambiq Founder and CTO Scott Hanson joins WTR's James Kisner and Tim Gerdeman to discuss how the company's ultra-low-power semiconductors are enabling on-device AI across personal, medical, industrial, and smart-home markets. Hanson traces the origins of Ambiq's proprietary Subthreshold Power Optimized Technology (SPOT), spun out of the University of Michigan in 2010, and explains how it delivers a two- to fivefold reduction in power consumption versus conventional designs, unlocking edge AI use cases where latency, privacy, cost, energy, and availability all matter. The conversation covers the product roadmap, including the Apollo340 mass-market processor and the in-development Atomiq family, Ambiq's first system-on-chip built from the ground up for AI with an integrated NPU, plus the HELIA software stack that helps customers deploy AI faster. Hanson also outlines the longer-term opportunity to license SPOT into automotive, data center, and robotics, and building on five consecutive quarters of growth with a sixth guided, highlights near-term milestones including first customer samples, a production ramp targeted for late 2027, and more meaningful revenue in 2028.

For additional content, visit www.watertowerresearch.com.