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

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