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In this Livewire Markets wire, NAOS Portfolio Manager Robert Miller examines the rapid rise of "AI factories" - specialised data centres built to house thousands of GPUs for training and running large language models, and what's driving global investment in this space, forecast to reach USD$2 trillion by the end of the decade. Using Tasmania-based Firmus as a case study, Robert looks at the opportunities emerging for Australian players amid preferential access to advanced NVIDIA chips, while weighing the execution risk, technological obsolescence and unproven profitability that come with investing in this fast-moving thematic.
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