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In this Livewire Markets wire, NAOS Portfolio Manager Robert Miller digs into whether the AI infrastructure boom is built on solid economics or hype, using Firmus Grid Limited -an Australian AI factory operator that has raised over $3.4 billion from backers including NVIDIA and Blackstone — as a case study. Robert walks through the numbers behind the thematic, from exploding AI token demand to modelling suggesting individual GPUs can generate strong returns, before turning to the industry's key risk: a circular financing structure where a small handful of hyperscalers and NVIDIA-backed capital are funding each other's growth. It's a timely look at where the real opportunity lies, and where the concentration risk sits.
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