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Beyond Silicon: Why Photonics Could Become the Next Major Investment Theme

Every technological revolution eventually runs into a physical constraint. For AI, it’s becoming clear that bandwidth and energy are the main barriers the technology needs to navigate. The enormous computing clusters used to train and run modern AI models now consume staggering amounts of electricity and generate unprecedented data traffic between chips, servers and data centres.

18 Mar 2026
 · 6 MIN READ

Software risk or renaissance?

Artificial intelligence (AI) is driving a structural shift across the technology landscape. This transition has sparked recent fear regarding the long-term viability of traditional software vendors and their established business models. Much of this fear stems from the perceived disruptive threat of AI challengers and the falling cost of software development.

17 Mar 2026
 · Adrian Lu
 · 6 MIN READ

Beyond Silicon: Why Photonics Could Become the Next Major Investment Theme

Every technological revolution eventually runs into a physical constraint. For AI, it’s becoming clear that bandwidth and energy are the main barriers the technology needs to navigate. The enormous computing clusters used to train and run modern AI models now consume staggering amounts of electricity and generate unprecedented data traffic between chips, servers and data centres.

18 Mar 2026
 · 6 MIN READ

Software risk or renaissance?

Artificial intelligence (AI) is driving a structural shift across the technology landscape. This transition has sparked recent fear regarding the long-term viability of traditional software vendors and their established business models. Much of this fear stems from the perceived disruptive threat of AI challengers and the falling cost of software development.

17 Mar 2026
 · Adrian Lu
 · 6 MIN READ

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Nvidia earnings prove AI boom is for real

Nvidia's second-quarter earnings show just how lucrative it can be to sell powerful chips that help drive AI applications. After delivering a revenue forecast that topped expectations, Nvidia shares soared to an all-time high of US$512 in August. The chipmaker is up more than 240 per cent year to date, adding more than $800 billion in market value. This remarkable surge has solidified its position as one of the most important tech companies, boasting a valuation of over $US1.2 trillion.

30 Aug 2023
 · 4 MIN READ

Could Generative AI be the next investment goldmine?

The AI craze continues to take the market by storm, with investors showing unprecedented interest in the technology since ChatGPT’s debut a mere eight months ago. It’s easy to see why the market has become so excited. The AI sector is expected to grow by 42% p.a. over the next decade, with the initial surge coming from businesses providing the necessary infrastructure to train AI systems, followed by applications and devices that use AI.

19 July 2023
 · 5 MIN READ

Power Players in Generative AI

The widespread adoption of the conversational chatbot ChatGPT has triggered a gold rush among tech giants. Alphabet, Microsoft, Baidu, and Meta have all swarmed in to capitalise on generative AI technologies capable of creating texts, images, videos, audios, and even software codes. But investing in generative AI is not as simple as picking the right tech trend, like the cloud, electric vehicles, or blockchain. There is a long value chain to consider.

23 June 2023
 · 5 MIN READ

The chatbot that shook the world

ChatGPT, the AI bot that took the internet by storm, is getting better and smarter. From a standing start in November, it has grown to more than 153 million users.* The fastest-growing consumer application is also the most intelligent yet, with Microsoft claiming its latest update is "strikingly close to human-level performance."

17 Apr 2023
 · 
 · 4 MIN READ

Finance, Tips, and TikTok

Unsure if TikTok is right for your digital marketing? Does it work for investment content covering retirement planning, ETFs, mortgages, government schemes, home insurance and hedge funds? Because TikTok is now more than just fitness, entertainment, and cat videos.

6 Feb 2023
 · 
 · 3 MIN READ