GEN AI
Research as a Service (RaaS) hosted a webinar titled “AI in Action, How ASX Companies Are Leveraging Artificial Intelligence” with three small cap CEO’s presenting
2:42 PM
NextDC’s latest results positively surprised with records set as the data centres operator continues to capture the massive AI-tailwinds of infrastructure demand and investment
Mar 13 2026
Interim results were well received against a backdrop of multiple moving parts and changes, while WiseTech’s growth and strategy update has boosted analysts’ confidence
Mar 11 2026
FY25 results for Dicker Data slightly disappointed investors, mainly due to a new dividend payout strategy, but management anticipates significant AI-related growth opportunities
Mar 09 2026
Previous Stories
Rudi’s View: GenAi, The Super-Megatrend, Part 2
Jun 20 2024
Part Two of this week’s deep dive into GenAi for Australian investors
Rudi’s View: GenAi, The Super-Megatrend, Part 1
Jun 19 2024
Part One of a deep dive into GenAi, the modern day industrial revolution
A Bite Of The “Refreshed” Apple
Jun 14 2024
Apple Intelligence has arrived and with it a whole new narrative around the extraordinary growth in market capitalisation and earnings being driven by generative Ai; what did Apple actually reveal to the market?
Amazing Nvidia Has Fans & Critics In Awe
May 27 2024
Nvidia didn’t save the markets, but it did silence the naysayers, for now. What may possibly lay ahead?
Part Three: Generative AI, Investing in the 21st Century Megatrend
May 14 2024
How are global Generative AI tailwinds impacting on Australian companies, and which stocks are in the sweet-spot to benefit?
Part Two: Generative AI, Investing in the 21st Century Megatrend
May 09 2024
A Megatrend like Generative AI creates an appealing top-down narrative, but how do investors understand the scope and size of the Generative AI market, alongside the opportunities versus the risks?
Rudi’s View: Opportunity In Data Centres
May 08 2024
Opportunity In Data Centres By Rudi Filapek-Vandyck The concept confounds many an investor, and market commentators too; from the moment…
Generative AI, Investing In The 21st Century Megatrend, Part One
May 02 2024
Fierce rallies in technology related share prices are eliciting calls of a new investment bubble a la Nasdaq 2000, but are such fears justified?
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
