cloud computing

Unleashing AI's potential: a deep dive into the most strategic investments for the AI revolution.

The cyclical nature of cloud spend is a positive signal, demonstrating the flexible and scalable nature of cloud computing.

The latest generative artificial intelligence tools are very cool and fun to play with. It is the folks in board rooms that I worry about.

Introduction In 2012, Amazon Web Services (AWS) held its first cloud computing focused global customer and partner re:Invent conference in Las Vegas, drawing 5,000...

Cloud computing, which involves renting someone else’s computer power or using software on the internet, is one of the fastest-growing technologies in the world. It...

As the world’s largest e-commerce platform (ex-China) and cloud infrastructure provider, Amazon has been a prime beneficiary of the COVID-19 pandemic, which triggered...

The adoption of the cloud is arguably one of the most significant business transformations we have seen since the early days of the world wide web. Given ongoing...

We’ve put small-cap stocks under the microscope in recent days, after asking a handful of Australian fund managers how they find the best-performing, most resilient...

The pace of innovation in the modern world is now turbo-charged. In today’s internet age, groundbreaking innovations create global shifts. All markets are subject to...

COVID-19 has caused unprecedented and widespread disruption, including to the long perceived safe haven sectors of infrastructure and healthcare. Against this back...

Global network provider Megaport (ASX:MP1) has been a key beneficiary of the shift to working from home, connecting organisations to the cloud, getting an extra kick...

The cloud computing ecosystem includes Infrastructure-as-a-Service (IaaS) and Software-as-a-service (SaaS). IaaS is a form of cloud computing that provides virtual...

The COVID-19 outbreak at the beginning of this year was unexpected, yet the opportunity it has brought to the cloud computing industry is also unprecedented.The...

The jaw-dropping economic data keeps rolling in, with massive falls in GDP and huge surges in unemployment across the major economies painting a truly desperate...

Enterprise software is in the midst of a structural shift toward cloud-enabled platforms. In-house systems, localised IT teams, unsupported third-party software, and...

The story behind our investment in Xero starts back in 2001 when I first came across a small business accounting software company called MYOB. What caught my attention...

Amazon, Microsoft and Oracle may be familiar names for investors playing the cloud computing megatrend. But there’s a special cluster of small-cap ASX companies...

In our latest update, we’ll discuss our ongoing investment and thesis around Infrastructure as a Service (IaaS) within the cloud computing market. We're going to...

Amid all the noise and volatility in global equity markets are some powerful structural shifts that should provide solid investment returns for many years to come....