KEY POINTS
There's no pure-play humanoid robot maker on the ASX. The big builders (Nvidia, Tesla, Unitree) are all overseas.
The easiest ASX way in is a robot…
AI chip stocks are back in the spotlight this week, and for good reason. COMPUTEX 2026, one of the world's biggest technology shows, is underway in Taipei, with Nvidia (NASDAQ:…
ASX Stocks Riding the AI Infrastructure Boom
NVIDIA (NASDAQ: NVDA) is the company that makes the powerful computer chips behind almost every AI tool in the world. This week, it…
NVIDIA (NASDAQ: NVDA) reports its latest quarterly numbers after the US market closes on Wednesday, 20 May, which is Thursday morning here in Australia. The world's most-watched chip company sells…
Is the AI Boom a Bubble? Few questions in markets are more contested right now. Nvidia’s market capitalisation crossed US$5tn in October 2025 after quadrupling since 2023. The five major…
Nvidia’s US$1T Goal Just Raised the Stakes for Inference
Nvidia CEO Jensen Huang has just held the company’s biggest annual conference, GTC, and announced a major new product aimed at…
Rubin Targets 10x Cheaper Inference, That’s the Real Story
Nvidia delivered an exceptional quarter and a standout full-year result, which is exactly what you would expect from the biggest company…
NVDA Re-enters China Under New Rules
President Trump has announced that the US will allow Nvidia to export its H200 chips to approved customers in China, signalling a possible softening…
Can Nvidia’s USD 100 Billion AI Investment Deliver Sustainable Profits?
Nvidia (NASDAQ: NVDA) has just taken its most ambitious step yet in the race to power artificial intelligence. In partnership…
Intel (NDQ:INTC) has a peculiar shareholder register that has included the US government (which bought 10% in August), Japan's SoftBank and now Nvidia. Yes, as the saying goes...if you can't…