data centres

A lot of last week's selling appears to have been on autopilot, not a change of view. Bonds did their job, and markets bounced on Monday.

The infrastructure investing universe has expanded. EQT’s Sam Franklin on AI, energy and Australia’s standout infrastructure opportunity.

US data centre stocks tumble after the Democratic midterm sweep, while ASX operators rally as investors reassess global AI infrastructure.

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.