GEN AI

Part Two of this week’s deep dive into GenAi for Australian investors

Part One of a deep dive into GenAi, the modern day industrial revolution

Apple Intelligence has arrived and with it a whole new narrative around the extraordinary growth in market capitalisation and earnings being driven by generative Ai; what did Apple actually reveal to the market?

Nvidia didn’t save the markets, but it did silence the naysayers, for now. What may possibly lay ahead?

How are global Generative AI tailwinds impacting on Australian companies, and which stocks are in the sweet-spot to benefit?

A Megatrend like Generative AI creates an appealing top-down narrative, but how do investors understand the scope and size of the Generative AI market, alongside the opportunities versus the risks?

Opportunity In Data Centres By Rudi Filapek-Vandyck The concept confounds many an investor, and market commentators too; from the moment…

Fierce rallies in technology related share prices are eliciting calls of a new investment bubble a la Nasdaq 2000, but are such fears justified?

The extensive power required to run AI models at data centres has brought nuclear energy clearly into focus

AI is a game-changer, analysts agree, but there remain questions over predicted productivity gains, potential job losses, costs, power requirements and how long AI adoption will take