AI fires up

Everyone is talking about artificial intelligence (AI), but the real investment race may be happening behind the screen. Every model, chatbot and autonomous tool needs data centres, memory chips, power, water, connectivity and software to make it work.

Across all industries that is creating opportunity well beyond the household names. The Stock Network today hosts ten of Australia's leading experts for our ASX Gems AI spotlight investor event to delve into AI investments.

Tune in now to learn about the hottest stocks behind AI - and remember, don't just look at the AI companies capturing attention, pay attention to the companies set to capture the economics.  

To your investing,

DXN Limited (ASX:DXN) - Surging 2000% on the back of AI infrastructure boom
AI is rapidly changing the global data-centre landscape, creating demand for high-performance computing infrastructure that can be deployed faster, scaled efficiently and delivered closer to where power and connectivity are available. DXN Limited's (ASX:DXN) share price has risen more than 2000% in the last three months as its prefabricated modular data-centre solutions are positioned to participate in this growing market. CEO Shalini Lagrutta discusses its maiden AI high-performance computing contract, record backlog and potential for further large-scale work.

AI Private Opportunities Trust (ASX:AIX) - Accessing private AI leaders on the ASX
Many of the companies driving AI remain privately owned. AIX invests across AI models, hardware, software and robotics, with Pengana Executive Director Adam Myers explaining its stakes in Databricks and Helsing, and its planned seven-year life.

SCX.ai Holdings (ASX:SCX) - Building Australia’s sovereign AI cloud
SCX is building Australian-based infrastructure for AI inference, the computing used when people and businesses run AI models. Co-Founder and CEO David Keane explains the need to keep workloads onshore, and how specialised hardware could lower the cost and energy demands of AI.

Decidr AI Industries (ASX:DAI) - Turning AI into a workforce tool
Decidr is targeting the shift from AI experimentation to real business use. Executive Chair and Company-CEO David Brudenell explains how DecidrOS turns company knowledge into repeatable AI workflows, why its SCX partnership supports sovereign AI deployment and how US expansion could support growth.

Red Leaf Securities - Tracking the ASX data-centre boom
AI needs far more than data centres. Red Leaf Securities' ASX Data Centre Index tracks the power, connectivity, electrical infrastructure and developers behind the boom. CEO John Athanasiou explains why the "picks and shovels" have been some of the theme's standout performers.

Weebit Nano (ASX:WBT) - Licensing next-generation memory to chip giants
Weebit Nano develops ReRAM, a new type of memory that keeps data when power is switched off. CEO Coby Hanoch explains why AI is increasing demand for advanced memory, how Weebit's technology compares with flash and its progress with major semiconductor customers.

Pengana Private Equity Trust (ASX:PE1) - Opening hard-to-access private markets
Pengana Private Equity Trust gives ASX investors access to a broad portfolio of global private companies. Investment specialist Will Dougall explains why the middle-market segment can be difficult to access, the value of long-standing manager relationships and what sits inside its 550-company portfolio.

4DMedical (ASX:4DX) - Replacing radioactive lung scans
4DMedical's CT:VQ™ software uses standard CT scans to map how air and blood move through the lungs. CEO Andreas Fouras explains its push to replace nuclear V/Q scans, growing hospital adoption and expansion across the US, Europe and Australia.

HeraMED (ASX:HMD) - Pregnancy care moves home
HeraMED combines at-home pregnancy monitoring with personalised care plans and AI-powered clinical tools. CEO Anoushka Gungadin discusses results from its Lee Health rollout, the Philips partnership and how remote monitoring could improve hospital capacity and access to maternity care.

KALiNA Power (ASX:KPO) - Powering the data-centre boom
AI data centres need enormous amounts of electricity. KALiNA Power is developing gas-fired power projects in Alberta, where grid constraints are creating demand for a new generation. Executive Director Tim Horgan discusses its development portfolio, project financing and the growing link between AI and power.

The Stock Network’s ASX Gems Conference AI Spotlight event brings together industry experts and emerging technology leaders to explore how artificial intelligence is transforming markets, investment opportunities and the future of business.

👉 Click here to watch the live-stream

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