AI infrastructure

Defensive income was the old pitch. Sarah Lau of ResCap says infrastructure is in a generational growth cycle - and it's only just begun.

Forget collapsing token prices: to spot the AI data centre top, watch falling GPU rental rates and the tightening terms on industry debt.

Everyone has datacenter and GPU exposure, the 2000's taught us the next bottleneck will likely decide the best opportunities in AI

Open source models and dynamic routing are pushing token costs lower while driving demand for hardware, hyperscalers, and SaaS agentic AI.

As AI shifts from software to physical infrastructure, Australia’s land, energy and security profile position it to benefit.

India's is quietly emerging as a Global AI Infrastructure powerhouse - the physical assets behind AI's explosive growth

One AI data centre demands more lithium than a blue whale weighs and that is before humanoid robots enter the picture.

As US markets grow more concentrated, investors are being forced to rethink where diversification comes from.

As AI drives power demand, hear Jason explore the energy war, semiconductors, P.Credit, geopolitics, CCY, capital flows & where to allocate.

Pricing tailwinds, AI infrastructure and a catch-up trade: where this small-cap investor sees opportunity now.