Rich Chinese investors join $1b hunt for Aussie VC funds

A Melbourne fund manager for high net worth Chinese investors has joined a growing throng of private technology investment operators on the Australian funding trail, with its plans for a new $100 million fund-of-funds, taking the amount being sought by firms in the local market well past $1 billion.

Boman Group– which was until recently named BMYG Financial Group – is betting on appetite returning from family offices to support its plans, and hopes to close its new fund by the end of the calendar year.

Eric Gao, founder and CEO of Boman Group, is targeting $100 million for a new fund.

Anthropic

首席说 | AI真要崩了?从2000年互联网泡沫,到今天的算力狂潮,我看到的三个关键差别

过去一个月,全球 AI 行业再次进入“高能时刻”。OpenAI、Anthropic、xAI 轮番更新模型;NVIDIA 推出新 GPU 架构、出货量创新高;苹果、微软、亚马逊也纷纷宣布加码 AI 基础设施和 AI Agents。

与此同时,美联储传出信号——长端利率可能长期维持高位。科技股持续上涨,市场开始焦虑:“AI是不是进入了泡沫的前夜?”

我理解这种担心,最近我也经常被问到这个问题,但从宏观、估值到市场结构去看,我的判断是:现在的AI行业,还没有泡沫。至少,不是2000年的那种泡沫。

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