Technology & Telecommunications
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The stock market’s stagnant start to 2025
Roger Montgomery
March 5, 2025
Two months into 2025 and a palpable sense of disquiet seems to have settled over equity markets. Far from the jubilant ascents of the previous two years, the stock market’s performance this year has been a sobering affair, marked by a notable absence of vigour. continue…
by Roger Montgomery Posted in Technology & Telecommunications.
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Does winning the AI race still require massive spending?
Roger Montgomery
February 11, 2025
The artificial intelligence (AI) arms race shows no signs of slowing, and this week’s fourth quarter results announcement by Google, owned by Alphabet Inc. (NASDAQ:GOOG), suggests that significant investment is still seen as a necessity – especially when it comes to powering the next generation of AI models. Following the release of China’s DeepSeek, the question is not only whether the hefty spending is sustainable, but whether it truly gives U.S. tech giants the edge they’re hoping for? continue…
by Roger Montgomery Posted in Market Valuation, Technology & Telecommunications.
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The bears are waking up (again)
Roger Montgomery
January 31, 2025
The chorus of equity market bears is growing louder. This time, they’re suggesting the emergence of new, more energy-efficient artificial intelligence (AI)-powered large language models (LLM) combined with massive investment in the infrastructure required for legacy models will result in oversupply and crashing prices akin to that seen during the development and life cycles of previous technologies. continue…
by Roger Montgomery Posted in Technology & Telecommunications.
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MEDIA
Fear + Greed: DeepSeek has rattled markets. Here’s what investors think
Roger Montgomery
January 29, 2025
This morning, I joined Sean Aylmer on the Fear and Greed podcast to discuss the latest market turmoil triggered by Chinese artificial intelligence (AI) company, DeepSeek. We explored how DeepSeek’s development of a low-cost large language model has raised questions about AI’s competitive landscape, leading to a historic US$589 billion wipeout in Nvidia’s (NASDAQ:NVDA) market capitalisation. I shared my thoughts on whether this signals a fundamental shift in AI and technology investing, the risks of overpaying for emerging technology, and how investor sentiment may evolve as the AI narrative develops.
by Roger Montgomery Posted in Podcast Channel, Technology & Telecommunications.
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The reality check from the DeepSeek-RI breakthrough
David Buckland
January 29, 2025
In this week’s video insight, I discuss the potential shift in the artificial intelligence (AI) and tech landscape following the emergence of DeepSeek-RI, an open-source AI rivaling Western models at a fraction of the cost. With Nvidia’s (NASDAQ:NVDA) recent sharp share price drop and questions around energy-intensive data centers, I explore how these developments could challenge U.S. tech dominance and reshape the AI market’s cost dynamics. continue…
by David Buckland Posted in Technology & Telecommunications, Video Insights.
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Has China just burst an AI bubble?
Roger Montgomery
January 28, 2025
You gotta love it when a party ends and the lights come on. Blinking and adjusting to the bright lights, you begin to see clearly that which was previously blurry and obscured.
One of the most repeated mistakes equities investors make is the assumption that their poster-child industry leader will always remain so. Nobody ever seems to assume that competitors will emerge and take a significant share from the first mover. That failure leads to sky-high price-to-earning (P/E) ratios and unrealistic pricing. continue…
by Roger Montgomery Posted in Companies, Technology & Telecommunications.
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Visa is a downstream AI applier trying to make a buck
Roger Montgomery
November 13, 2024
I was blown away when I first heard the most popular use case for generative artificial intelligence (AI) in 2024, is a chatbot called a companion bot. Romantic AI is one example of a company providing AI girlfriends or AI partners powered by algorithms designed to interact with users on an intimate level. Other examples include Character AI, whose founders are now at Google (NASDAQ:GOOG), whose technology lets users chat and role-play with real-life or fictional characters, including Queen Elizabeth and Draco Malfoy (of Harry Potter fame), or create customized AI companions. continue…
by Roger Montgomery Posted in Companies, Technology & Telecommunications.
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MEDIA
Ausbiz – AI’s winners and losers
Roger Montgomery
October 31, 2024
In this morning’s Ausbiz episode, I discussed how generative artificial intelligence (AI) might ultimately benefit consumers more than shareholders. We explored the distinct roles within the AI landscape: “upstream” companies like Nvidia (NASDAQ:NVDA) and Intel (NASDAQ:INTC) provide essential infrastructure, while “downstream” firms like Apple (NASDAQ:AAPL), Google (NASDAQ:GOOG), and Microsoft (NASDAQ:MSFT) apply the technology but face slowing profit growth. Amazon (NASDAQ:AMZN), interestingly, occupies a “midstream” position, balancing both infrastructure and application. continue…
by Roger Montgomery Posted in Technology & Telecommunications, TV Appearances.
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Is AI a fad?
Roger Montgomery
October 25, 2024
If you spend enough time embedded in the world of equities and markets, you eventually see it all. Acknowledging the generations of investors before my generation, I am sure there is still more to see and experience. But from the 33-odd years I have been doing this, I like to think there’s a few things I am now able to recognise. continue…
by Roger Montgomery Posted in Editor's Pick, Technology & Telecommunications.
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AI, the demand for data centre power and the move into nuclear
David Buckland
October 16, 2024
One of the significant shifts coming from artificial intelligence (AI) is associated with the incredible demand for data centre power. When analysing rack power density, or the power draw of a single, fully populated rack measured in kilowatts (KW), a typical centre without AI demand has a rack power density of 6-12 kilowatts from central processing unit (CPU) based servers. continue…
by David Buckland Posted in Technology & Telecommunications.
