GEN AI

Car Group’s market update was unspectacular in isolation, but sparked a strong rally as sentiment and market positioning had feared a much weaker outcome

Aug 13 2026

Despite growing investor scepticism, analysts believe the next phase of the AI investment cycle will be driven by productivity gains, data centre expansion and a widening group of ASX-listed beneficiaries

Jul 30 2026


A global study has found asset managers around the world are preparing for AI to transform all aspects of their businesses

Jul 29 2026

SaaS is most definitely dead and buried, argues GenInnov CEO Nilesh Jasani. Now the industry, and the world at large, must find out what sustainable future businesses will look like

Jul 27 2026


Previous Stories

The 2024 Gen.Ai Xmas Special, Incl 2025 Outlook

Dec 12 2024

A Christmas special with a deep dive into why Generative Ai remains a growing tour de force for both enterprises, consumers, economies and investors. What’s in store for 2025?


Dicker Data’s Pick And Shovel AI Strategy

Dec 03 2024

New research suggests Dicker Data is set to benefit by providing tools enabling business access into the rapidly expanding generative AI market


Nuix Rises From The Ashes

Nov 08 2024

After a post IPO car crash for investors, Nuix has turned the corner as it hits its AI straps and draws comparisons to US tech stock Palantir


AGL Energy: Data Centres To The Rescue?

Nov 07 2024

Growth in electricity demand from the secular development in data centres could be the driving factor which tips in AGL Energy’s favour


Investing In The Era Of Hyper Change

Nov 06 2024

Interview: Nilesh Jasani, founder of the Geninnov Fund chatted with FNArena from Singapore about generative artificial intelligence, change and investing in innovation


Dicker Data Preps For PC Refresh Cycle Upswing

Sep 17 2024

Analysts see value in Dicker Data shares based on second quarter momentum and potential upside to PC sales


Gen.Ai: Infrastructure Arms Race Powers Ahead

Sep 16 2024

Behind the Gen.Ai megatrend is the growing demand for data centres with major news making events putting the sector back into the spotlight, alongside the adjacent industries being swept up in the infrastructure build out


Gen.Ai Update: Bubble-licious Or Not?

Sep 11 2024

Contrary to the naysayers and Gen AI “bubble” doomsters, major research houses remain upbeat, pragmatic and forward thinking on the megatrend, keeping an eye on the details for investors about what matters and where to find the winners


NextDC: Building A Generative AI Future

Sep 09 2024

Valuing a major infrastructure developer and operator with a growth tilt to generative artificial intelligence has caused some speed, or value humps for investors. What matters when it comes to assessing the case for a burgeoning data centre behemoth


IPD Group’s Future Remains Electrifying

Sep 06 2024

IPD Group’s FY24 earnings beat management guidance and analysts anticipate upside from organic growth and further M&A activity



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