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.

 

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澳洲AI技术并不领先,为什么反而吃到了这轮最大的红利?

昨天下午,我们做了一场关于2026澳洲财报季的线上直播,一个多小时的时间里,首席Julius魏睿昊把过去一个月的财报数据和接下来的投资方向捋了一遍。直播里聊到的内容不少,这里先挑一个最有意思的问题,分享给还没来得及看回放的朋友。

这轮财报季,AI基建是市场公认最确定的一条投资线。但一个更有意思的问题是:澳洲在AI技术上其实并不领先,无论大模型还是应用层面,都很难说有什么亮眼的本土企业,可为什么偏偏是澳洲,成了这一轮全球AI资本开支最受益的地方之一?

答案跟技术关系不大,跟几个很现实的条件有关:土地多,电力和土地供给相对宽松;在安全上和美国是绑定的战略盟友关系,跨国AI公司更愿意把数据中心放在这里;再加上风光资源丰富、人口密度低,发电和供电能力相对充足,不用跟居民和本地厂商抢电。换句话说,澳洲吃到的不是“AI技术红利”,而是“AI基建红利”——数据中心、电力、储能、电网、铜矿,这条链条上的公司才是真正受益的对象,而不是搞AI技术研发的公司。

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