Australia's capex data shows a growing AI-driven investment surge, revealing the scale of the data centre boom and its economic impact.

We believe AI’s growth is grounded in real-world adoption, with companies using it to improve productivity, automate tasks, and enhance decision making. Large companies are predominantly funding ...

Oracle’s raised capex guidance for fiscal 2026 was a shocker during its latest earnings update. This wasn’t because investors were unaware that the company’s been scaling its AI roadmap aggressively, ...