data centres

NextDC's share price collapse has exposed an uncomfortable reality for AI investors. Henry Jennings explains why the worst may not be over.

As billions pour into AI data centres, the real opportunity may not lie in who builds the most capacity, but who generates the best return.

AI factories, token demand and circular financing: we revisit Firmus less than a year on and ask whether the returns actually stack up.

SKS Technologies went from the edge of the cliff to the heart of Australia’s AI boom - and the market is still catching up.

Everyone has datacenter and GPU exposure, the 2000's taught us the next bottleneck will likely decide the best opportunities in AI

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.