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SCX.ai IPO: A$40 Million to Build Australia’s AI Compute Challenger
SCX.ai is arriving on the ASX with an operational ten-rack AI inference node, A$5.35 million of contracted annual recurring revenue and a fully underwritten A$40 million raising.

Noel Ong
3 days ago15 min read


The Paradox: The Price Fell, The Bill Rose - AI Agent Economics
AI's inputs got over 99% cheaper, yet AI bills keep rising. A plain-English guide to agentic AI economics, and the one cost test investors should apply to any AI story.

Noel Ong
Jul 269 min read


Lion Rock Minerals (ASX: LRM): A Rutile-Rich Corridor Emerges Across 130 km² at Cameroon's Minta Project
Lion Rock Minerals Limited (ASX: LRM) has delivered the results of its completed drilling hand-auger campaign at Mboma and Loum, two priority zones within the 8,800 km² Minta Rutile & Monazite Project in central Cameroon.

Noel Ong
Jul 1510 min read


When the Smartest AI Model Is Worth the Least
At SuperAI 2026, a European lab, a Chinese lab, and a veteran investor agreed the AI frontier has quietly moved — away from topping benchmarks, toward owning deployment, distribution, and the ground beneath the tokens.A panel discussion, moderated by Zixuan Li (Head, Z.ai), with:Geoff Soon, Mistral AI · Cherie Shi, MiniMax · Hemant Mohapatra, LightspeedSuperAI 2026 · Marina Bay Sands, Singapore · 10 June 2026For a few years, the word frontier had a simple meaning in artificia

Noel Ong
Jul 611 min read
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