GEN AI

Growth in electricity demand from the secular development in data centres could be the driving factor which tips in AGL Energy’s favour

Interview: Nilesh Jasani, founder of the Geninnov Fund chatted with FNArena from Singapore about generative artificial intelligence, change and investing in innovation

Analysts see value in Dicker Data shares based on second quarter momentum and potential upside to PC sales

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

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

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 FY24 earnings beat management guidance and analysts anticipate upside from organic growth and further M&A activity

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

Harvey Norman’s FY24 sales performance was disappointing when compared to peers. But as cost of living pressures ease, the retailer is placing great faith in the AI revolution

Weekly Broker Wrap: Reporting season rumbles on with the winners taking a victory lap; Pro Medicus flexes its reliable muscles; Temple & Webster delivers margins and market share; Ai PCs, the potential growth driver for JB HiFi