GEN AI

Hyperscalers’ ambitious capital spending on generative AI projects represents a once-in-a-decade cycle, ClearBridge Investments suggests

Oct 27 2025

GenInnov Global Innovation Fund founder Nilesh Jasani counters today’s doom and gloom environment when it comes to AI and the next technological revolution is primarily the result of lazy and ignorant commentary. Investors beware!

Oct 24 2025


Shares in DigiCo Infrastructure REIT have been re-invigorated following new contract wins and updated FY26 guidance by management

Oct 15 2025

In this week’s Weekly Insights:

-Tech1 Delivers AI First
-Trade Tension Flares Up? UBS Responds

Oct 15 2025


Previous Stories

Australia’s Digital Infrastructure Opportunity

Jun 23 2025

Australia’s safe and stable backdrop makes it a target for data centre development in the Asia Pacific region, as the positive news keeps rolling on


FNArena Visits NextDC’s S3 Data Centre

Jun 19 2025

FNArena received a bird’s eye view on what it takes to develop critical infrastructure for Australia’s growing demand for cloud computing and AI


Rudi’s View: Macquarie Technology (Stock In Focus)

Jun 18 2025

In Weekly Insights this week: -Macquarie Technology’s Integrated Data Centre Services-FNArena Talks By Rudi Filapek-Vandyck, Editor Small cap stocks in…


Rudi’s View: The AI Promise Is Broadening

Jun 11 2025

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


Goodman Group Revels In Data Centres Hot Seat

Jun 03 2025

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


Uranium Week: Trump’s Agressive Nuclear Push

May 27 2025

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


AI Investments Fuel Australia’s Data Centre Future

May 22 2025

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


DUG Technology’s Multiple Growth Levers

May 09 2025

Third quarter results for DUG Technology impressed and brokers remain upbeat given a full order book and building international momentum


Megaport’s Quest Of Data Centre Agnostic Growth

Apr 03 2025

Post February interim results, analysts are warming to the operational outlook for Megaport


The GenAI Arms Race Is Just Getting Started

Mar 19 2025

Selling in public markets and tumbling tech equity valuations are not telling the full GenAI story, as private markets and China power on



Analyse The Market From A Different Angle