GEN AI

NextDC’s contract utilisation and capex update highlights potential to far exceed FY25 numbers

Dec 10 2025

The temptation to outsource investment decisions is real, but is it the right thing to do? Author and media commentator Tracy Sheen shares her thoughts

Dec 10 2025


U308 markets remain becalmed into year end, while the nuclear and AI industries make a move to develop frameworks for collaboration

Dec 09 2025

While transformative for society, many new technologies shift economic value from producers to consumers, resulting in lower-than-average profit margins.

Dec 08 2025


Previous Stories

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


A New Capital Cycle Is Driving US Exceptionalism

Mar 10 2025

Economic forecasting is challenging, but understanding the capital cycle can help, suggests MFS’ Robert M. Almeida


China’s ‘Sputnik Moment’

Feb 21 2025

China’s AI breakthrough already has made its mark across global financial markets, Federated Hermes’ James Cook reports


Temple & Webster Embraces The Future

Feb 20 2025

An exceptional earnings beat from Temple & Webster was driven by a simultaneous increase in both revenue and margins, with a little help from AI


DeepSeek Fuels AI Technology Advances

Feb 06 2025

The pace of artificial intelligence innovation was reinforced with DeepSeek and it’s all systems go with software and hardware working in combination


DeepSeek & More AI Excitement For 2025

Jan 28 2025

The rapid pace of AI evolution continues, what’s new, and which sectors/stocks are in focus


Looking For Durable, Needle-Moving Growth In AI

Jan 13 2025

Paul Greene, portfolio manager, US equities at T. Rowe Price, advocates investors should refine their approach to AI and growth stocks investing this year


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



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