cloud computing

Latest news and analysis on cloud computing

Equities

The modern day railroads: IaaS

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...
Nick Griffin
Munro Partners
Equities

Five global themes we think will deliver strong returns

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....
Andrew Macken
Montaka Global Investments

Cloud computing is an unheralded tech success

Barrenjoey Investment Management
Barrenjoey Investment Management

Who will win from these 3 powerful themes?

Nick Griffin
Munro Partners

NextDC: The Coming Of Age Of A Cloud Infra Story

NXT
+1
Rudi Filapek-Vandyck
FNArena

NextDC on cloud nine

Robert Frost
OC Funds Management

Cloud Computing - Threat or Opportunity for IT Powerhouses?

Warryn Robertson
Lazard Asset Management

Thoughts from the road part II: Unicorns

Chad Slater
Chad Slater
Ellerston Capital

ASG Group benefiting from a shift to cloud computing

Glennon Capital
Glennon Capital
ASX:GC1, ASX:CMI
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