Please confirm you are human
This browser or connection looks automated. Press and continuously hold the control for 3 seconds to enable Google-hosted web results and, when separately allowed, AI-assisted answers.
A successful check enables 100 search requests. Interactive access does not authorize scraping, systematic collection, or reuse of search output.
News
WAM joins Regal in trimming Firmus stake as Maas Group loads up
2+ hour, 55+ min ago (51+ words) AFR Wes Maas is throwing cash at early backers of the $15.5 billion Firmus Technologies, and Geoff Wilson’s Wilson Asset Management is the latest fund manager to grab a fistful. Wilson Asset Management portfolio manager Shaun Weick. Dominic Lorrimer...
This is how markets could ‘go straight down’. It’s all about Nvidia
1+ week, 8+ hour ago (75+ words) AFR The way the chip giant is using its financial firepower to keep the AI hype machine going is scaring investors again. One Big Short hero has a brutal warning. A funny thing happened on Wall Street on Monday night....
Two star fundies are suspicious of AI hype. One’s surging, one’s not
3+ week, 1+ day ago (123+ words) Performance updates from GQG and L1 Capital show different stock pickers can yield very different results – even when they agree about the biggest problem on markets. Fresh performance updates from GQG and L1 Capital show different stock pickers can deliver very different…...
Nvidia tips $720m into Firmus’ $2.9b raising; share split under way
3+ week, 5+ day ago (145+ words) AFR Nasdaq-listed Nvidia has emerged as the biggest investor in Firmus Technologies’ $US2 billion ($2.9 billion) equity raising, which is set to almost double the neocloud’s equity value to $15.5 billion before its ASX listing. Street Talk can reveal that the $US4.9 trillion chip…...
Nvidia-backed Firmus targets $30b revenue ahead of IPO in fourth quarter
1+ mon, 5+ day ago (102+ words) AFR Firmus plans to have up to $30 billion of committed annual revenue when it launches its initial public offering later this year, as existing investors gain more confidence after its expansion into Indonesia. Firmus and its advisers are seeking to…...
Nvidia’s soft spot for Firmus stirs new $20b-plus spendathon
1+ mon, 5+ day ago (96+ words) AFR The data centre hotshot reckons its whopper new development will not slow its Australian rollout. But it will need to find a hell of a lot of money. If there’s one thing analysts have had to get better at,…...
Nvidia develops a soft spot for Firmus, and its $20b Indonesia play
1+ mon, 5+ day ago (69+ words) AFR If there’s one thing analysts have had to get better at, it is pricing all the kit that goes inside data centres – particularly Nvidia equipment. Listen in on a call from any of Australia’s data centre players, let alone…...
Sharon AI says Nvidia deal will unlock growth in Australia
1+ mon, 2+ week ago (91+ words) AFR Nasdaq-listed neocloud company Sharon AI has inked an agreement with Taiwanese chip maker Nvidia that it says will make it more competitive in the Australian data centre space as it battles for dominance against Oliver Curtis’ Firmus Technologies. The…...
26,000 Nvidia chips, 15pc of Tasmania’s power: Does this AI factory add up?
1+ mon, 3+ week ago (106+ words) AFR New intelligent search Use sentences or keywords Firmus is building a massive AI data centre in Launceston, raising major concerns over how much of the state’s water and renewable energy it will drain. “Tell me Ollie, why Tasmania?” asks…...
PM Capital’s John Whelan lists his global stock picks from Airbus to Heineken – but not Nvidia
2+ mon, 3+ day ago (110+ words) This Regal-backed investor is betting against the market and winning AFR PM Capital’s John Whelan has made plenty of money buying shares in unloved sectors like healthcare and aviation. He’s also betting big against CBA and NAB. John Whelan doesn’t…...