GEN AI

By Rudi Filapek-Vandyck, Editor The race to become the world’s largest company by market capitalisation is now decided by day-to-day…

Jun 11 2025

Despite a slight miss against FY25 earnings guidance expectations, Goodman Group’s third quarter operational update signaled growth ahead

Jun 03 2025


President Trump’s latest executive orders have charged the demand dynamics for uranium, while short interests in Australian stocks have yet to budge

May 27 2025

Updated sector analysis and forecasts suggest fears of the demise of data centre stocks and the GenAI revolution are overblown

May 22 2025


Previous Stories

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


Macquarie Technology: Just A Flesh Wound

Sep 05 2024

A supplier price hike is proving a setback for Macquarie Technology’s cloud services business, but increasing data centre capacity is where the value lays



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