James Kirby
speaker
10,396 appearances
44 recordings
1 series
first heard Apr 2026
last heard 5d ago
James Kirby’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 44 in all, peaking in Jul 2026 with 9.
Appearances
So you have this sort of uh maturing of the industry and what it actually is.
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Just before we take a break and we we'll go to the part that I know you want to hear about folks, which is how do we get in here and what do we invest in?
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Very broadly, risks and opportunities here.
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It's very global, right?
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These are th this is many of these data centres are being built for global clients, aren't they?
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And money's being raised for global clients like how much of this is innately Australian?
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just explain to listeners who they are who they are, manual and what that means.
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So we don't necessarily have
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champion companies in this area.
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And even the data centers when they are built, Tim Tohey, who has been on the show a few weeks ago of Yara Capital, the economist, has met some made a really interesting report which clearly has been picked up and has now become part of a political debate, which is that
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When they do build the data centers.
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roughly sixty six percent of those data centers are imported material.
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Like literally the servers and the chips, et cetera.
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They're coming from overseas.
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So there is a there is that aspect that there's a the watch how the big numbers you're hearing.
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May
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th I won't say they're exaggerated, but the the extent to which it percolates through to the local economy is limited.
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That is only of limited interest for investors.
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They want to know
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What is the way in and we will deal with that in a moment.
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Showing 1141–1160 of 10,396 · page 58 of 520
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