GEN AI
Updated sector analysis and forecasts suggest fears of the demise of data centre stocks and the GenAI revolution are overblown
May 22 2025
Third quarter results for DUG Technology impressed and brokers remain upbeat given a full order book and building international momentum
May 09 2025
Post February interim results, analysts are warming to the operational outlook for Megaport
Apr 03 2025
Selling in public markets and tumbling tech equity valuations are not telling the full GenAI story, as private markets and China power on
Mar 19 2025
Previous Stories
Uranium Week: Nuclear Power And AI
Apr 30 2024
The extensive power required to run AI models at data centres has brought nuclear energy clearly into focus
Is AI All It’s Cracked Up To Be?
Apr 10 2024
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
Rise Of The Machines: AI Has Arrived
Nov 16 2023
There is no disagreement AI is here and is about to explode into our lives. As for how long it will take to change the world is up for debate, and not all implications are positive
Rudi’s View: Bull, Bear & Bubble; AI Is The New Kingmaker
Jun 07 2023
In This Week’s Weekly Insights: -Bull, Bear & Bubble; AI Is The New Kingmaker-No Weekly Insights Next Week-Undiscovered Jewel –…
Healthcare Meets Technology: A New Age
May 31 2023
AI has its supporters and its critics, but one area in which AI can be a force for good is healthcare
Analyse The Market From A Different Angle
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