AI

From speed to scale: We size the real AI prize. Does a ~US$630B revenue pool justify the capex boom?

The PC took 20 years; AI could take 5. Why compressing decades of growth makes the 'absurd' capex boom appear rational.

The Cloud wasn't just storage; it was the blueprint. How centralised infrastructure paved the way for AI.

In our previous GQG Research, Dotcom on Steroids, we explored the striking parallels between the current AI landscape and the euphoric rise—and subsequent fall—of the...

In 1985, a PC cost the equivalent of ~$15k. Why this dramatic cost collapse is fuelling the fastest tech revolution in history.

AI’s capex boom is fuelling a historic debt surge. Are hyperscalers repeating the mistakes that sank Europe’s telcos?

Fluorite is unknown to most Aussie investors. But demand is booming as China flips from being the world's biggest exporter to importer.

T. Rowe's global leaders on growth, stocks, fixed income and private markets and how they're positioning in 2026.

NVIDIA’s results test the strength of the AI boom, underscoring a market split between weak consumers and relentless corporate AI demand.

AI has all the signs of a bubble, yet deep value sits beneath the hype.