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Technology

Firmus Just Landed a US$30bn Nvidia Deal- Here Are 4 ASX Ways to Play It

Australian AI company Firmus Technologies has signed a major partnership with chip giant Nvidia to build a 360MW AI factory in Batam, Indonesia, alongside Singapore's DayOne. The deal uses 170,000 Nvidia GPUs and targets up to US$30 billion in revenue over six years. That is a huge number for a company most Australians have never…

ByUjjwal Maheshwari20 hours ago

What Apple’s 20% Price Hikes Are Really Saying About the AI Boom

Tim Cook Just Sent You the Invoice for the AI Boom For roughly 40 years, gadgets followed one comforting rule: wait a year, get more for less. That rule just died, and Apple held the funeral on 25 June. Overnight, Apple's online store went dark, and when it flickered back to life, prices had jumped…

ByMarc Kennis1 day ago

Why Your Next iPhone and Xbox Will Cost More: The ASX Stocks Riding the Same Wave

Your next iPhone, laptop or Xbox is about to cost more, and AI is the reason. Apple and Microsoft have both raised hardware prices, blaming a shortage of memory chips caused by the AI data-centre boom, with Xbox console prices jumping by US$100 to US$150 from 1 August. For investors, this is a signal: the…

ByUjjwal Maheshwari3 days ago

Vista Group (ASX:VGL) signs Cineplexx to full cloud stack across 400 screens

Vista Group (ASX:VGL) has signed Cineplexx Europe to Operational Excellence, moving 400 screens across 11 countries onto the full Vista Cloud platform.

ByCharlie Youlden4 days ago

Qualcomm Targets US$15bn in AI Chips: Can It Take On Nvidia?

KEY POINTS At its investor day, Qualcomm unveiled a plan to push into AI data-centre chips, targeting more than US$15 billion a year by 2029. That is part of a bigger goal to double its non-phone revenue to US$40 billion by 2029, with automotive (US$10 billion) and the Internet of Things (more than…

ByUjjwal Maheshwari4 days ago

Lam Research (NDQ:LRCX): The Quiet Giant Behind the Semiconductor Cycle

Lam Research (NDQ:LRCX) is one of those companies that rarely dominates headlines but quietly shapes the technological world. It sits behind every major semiconductor manufacturer, enabling the production of memory and logic chips that power AI, cloud computing, smartphones, and industrial automation. Earlier this week we wrote about Micron and its staggering results, going from less…

ByNick Sundich4 days ago

Here Are 5 ASX Stocks Pro Medicus Could Buy Next And If They Even Make Sense

What ASX Stocks Pro Medicus Could Buy Next? Pro Medicus (ASX:PME) has never been a serial acquirer since it picked up Visage at a bargain price during the GFC. But is it turning into one? It invested in 4D Medical (ASX:4DX) last July and yesterday it chipped into EchoIQ. So what next? We can only speculate…

ByNick Sundich4 days ago

Micron’s Record US$41.5bn Quarter Reignites the AI Memory Boom: 3 ASX Stocks to Watch

KEY POINTS Micron just posted a record quarter: US$41.5 billion in sales, US$25.11 in earnings per share, and gross margins near 85%, smashing Wall Street's forecasts. It then guided to an even bigger quarter ahead, tipping up to US$51 billion in sales, strong proof that the AI memory boom is real and not…

ByUjjwal Maheshwari5 days ago

Micron Technologies (NDQ:MU): The chip company that just made a whopping US$41.5bn in a single quarter!

Micron Technologies' latest results have forced the market to confront a simple reality: memory has become the defining bottleneck of the AI era, and the company that solves that bottleneck captures extraordinary economic power. The scale of Micron’s fiscal Q3 2026 numbers (US$41.5bn in revenue and US$28.2bn in net profit) would have been unthinkable even two…

ByNick SundichJune 25, 2026

The Debt Tsunami That Could Signal the End of the AI Boom

The Most Expensive Group Project in History Are we currently witnessing the beginning of the end of the AI boom? Let's start with a number so large it loses all meaning: roughly US$700 billion. That's the combined capital expenditure the four biggest US hyperscalers, Amazon, Alphabet, Microsoft and Meta, are guiding toward for 2026 alone.…

ByMarc KennisJune 24, 2026