Australia is missing AI boom, warns investor in Anthropic, OpenAI

Boman Group chief executive Eric Gao bought into Anthropic and OpenAI. He wishes there were more Australian AI firms to invest his fund’s $1 billion of capital.

 

As chief executive of Boman Group, a fund manager that invests the money of wealthy Chinese Australians in global artificial intelligence giants like Anthropic, OpenAI and Databricks, Eric Gao says he is struggling to find Australian AI companies worth backing, as the firm passes a milestone of $1 billion in funds under management.

Boman Group invests across Asia and further afield and is looking to make its first deals with Chinese companies, after a protracted process that saw it take two years securing licences to operate in China. Gao said the 15-year-old company was seeing great opportunities to buy in frontier AI companies, robotics and digital assets, and was keen to invest in the highly anticipated SpaceX public float.

 

[Read more]

2026财报季|铜价大涨、股息创四年新高!力拓这份财报,真正赚钱的却不是铁矿石

力拓(Rio Tinto,ASX: RIO)2026年上半年交出了一份亮眼财报:Underlying EBITDA达148亿美元,同比增长28%;自由现金流38亿美元,增长75%;中期股息34亿美元、每股2.11美元,为四年来最高。财报当日股价上涨3.7%至165.39澳元,8月6日进一步升至175.87澳元。

但资源公司的利润质量并不相同。商品价格上涨带来的利润可能随周期消失,成本下降和产能释放带来的利润才更容易沉淀为长期竞争力。因此,真正值得追问的不是力拓赚了多少,而是其中多少来自市场,多少来自管理层。

Australia is missing AI boom, warns investor in Anthropic, OpenAI

Explore Other Successful Projects