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INDEPENDENT RESEARCH MEDIA HOUSE FOR THE ASX. DEPTH OVER HYPE.
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Data Centres in Australia - Where to Build One and Why
Data centres in Australia, and where a new one could go. Sydney, Melbourne, Brisbane and Perth compared on power, the grid queue, prices and planning.

Noel Ong
6 days ago28 min read


AI Bubble - What is Bubbling?
What is the AI bubble? Samso separates AI use, AI companies, tech shares and data centre spending, and shows how little of it is listed on the ASX.

Noel Ong
Oct 1518 min read


Five ASX Small Caps With AI Data Centre Optionality
Five ASX-listed resources and energy companies with Australian project land are being screened as AI data centre infrastructure plays under tighter new federal rules.

Noel Ong
Aug 1012 min read
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