data centres

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

It’s an excellent company whose future is bright. Unfortunately, bulls are massively exaggerating – and thus considerably overvaluing – it.

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

Ares Wealth Management Solutions’ Teiki Benveniste explains why energy infrastructure is a “generational opportunity”.

The biggest players in the AI game have rocketed to the top of market cap lists, but there is value right through the supply chain.

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

Despite the disruption AI is creating across stock markets, one thing is clear – AI-driven investment spending continues to grow.

From aerospace supply chains to AI bottlenecks, Nicky Sun outlines where structural growth meets valuation discipline.

Copper just hit US$6/lb for the first time. What's fueling the breakout and where investors can find exposure.

From AI-driven power demand to ageing grids, Sarah Shaw breaks down the forces reshaping infrastructure and stocks best placed to benefit.