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Showing 21 - 30 of 73 results for "Nvidia"

Norway wealth fund told to pause ethical divestments

JAMIE WILLIAMSON  |  THURSDAY, 6 NOV 2025
... guidelines were first adopted in 2004 and they require revisiting. He added that the world's most valuable companies, including Nvidia, Amazon, Apple and Meta, account for 16% of the fund's total stock holdings and, under the current guidelines, the ...

US equities not performing as well as they seem: UniSuper

ELIZA BAVIN  |  TUESDAY, 4 NOV 2025
... Unsurprisingly, the big names in technology, and specifically those exposed to the AI thematic, were driving US market gains; namely Nvidia, OpenAI, AMD, Broadcom and Salesforce. However, Colosimo said that while many companies are profiting off the ...

Macquarie sells data centres in landmark deal

JAMIE WILLIAMSON  |  THURSDAY, 16 OCT 2025
... Infrastructure Partners and the Artificial Intelligence Infrastructure Partnership, which is backed by the likes of Microsoft and Nvidia. Macquarie first acquired a stake in Aligned in April 2018, which was increased in July 2020. In the time since ...

FEATURE: Hyped up

KARREN VERGARA  |  FRIDAY, 5 SEP 2025
... need the laggard infrastructure to function and only spent US$6 million to train its R1 model with the help of just 2000 Nvidia H800 graphics processing units (GPUs). This is a sliver of Meta's Llama, which according to Nvidia, uses 16,000 of its ...

Loftus Peak to launch hedged Global Disruption active ETF

JAMIE WILLIAMSON  |  FRIDAY, 29 AUG 2025
... same investments as the Loftus Peak Global Disruption Active ETF, including Amazon, Eli Lilly, Meta, Microsoft, Netflix, Nvidia, Qualcomm, Roku, Salesforce and TSMC, Loftus Peak explained. "It applies Loftus Peak's high-conviction global equity investment ...

Perennial Partners takes stake in boutique fund manager

MATTHEW WAI  |  THURSDAY, 28 AUG 2025
... in a concentrated portfolio of high-growth companies, namely, Rocket Lab, Coinbase, Money Forward, Xpeng, Mercadolibre, Nvidia, Axon Enterprise, Tesla, Lumine, and CATL. Aiming to outperform the MSCI All Country World Index ETF (AUD) benchmark, the fund ...

VanEck goes for growth with new ETF

MATTHEW WAI  |  MONDAY, 18 AUG 2025
... stocks tend to be underrepresented in benchmarks. "This manifested in the first half of 2025, where the highly visible NVIDIA, Apple and Microsoft mega-caps took a back seat to lesser-known stocks such as defence intelligence company Palantir Technologies ...

DeepSeek, Alibaba: Silver linings for emerging markets strategy

KARREN VERGARA  |  THURSDAY, 22 MAY 2025
... proved that the decentralised technology can be built at a fraction of the cost that did not require state-of-the-art chips. Nvidia, for example, saw its share price tank 17% and wipe more than US$500 billion off its market value. Taiwan's TSMC is ...

Global X to launch AI infrastructure ETF

KARREN VERGARA  |  THURSDAY, 24 APR 2025
... to exceed US$2 trillion by 2030," Leung said. "While we are familiar with mega cap semiconductor and software names like Nvidia, Google and Microsoft, AI infrastructure companies represent an untapped growth area which will continue to expand alongside ...

Data centres 'major growth sector' for Australia: Report

MATTHEW WAI  |  WEDNESDAY, 9 APR 2025
... gained "significant" momentum, according to the report, linked to the recent US ruling that granted the country access to Nvidia AI chips. Now, as one of the four nations in APAC exempt from export restrictions, Australia is well poised in the AI race ...