data centres

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.

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.