AI

Humans are so 1980's

The golden era of cheap US natural gas is ending, driven by collision of supply and demand forces that are redefining the energy landscape

AI is driving a record capex boom, yet the payoff is uncertain. Can today’s trillions be justified?

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.