IFT - Infratil

[LaserEyeKiwi]

5g little monetary return
Fiber big business oportunity for wholesale to other providers
Not going to loss job from AI,more likely to loss job to someone who knows more about AI
AI going to reduce head count & where to improve service & speed of improved service
Space X: customers able to text not just remotely but also if overseas
All mobile users even other telcos will be able to use Space x to dial 111
Mobile voice & data will follow quickly

Jason mentioned One NZ now worth $5b
Not a bad return:$1/2 b for first tranch after selling of towers?
$2b for second tranch?

So now worth double what it has cost IFT?

At last month’s investor day, they had a $3.02 Billion valuation as at Dec 31st…?

[kiora]

"https://www.linkedin.com/pulse/why-growth-digital-infra-has-only-just-begun-bevan-slattery-1e7tc/
" The same applies to connectivity. All this data needs to be accessed, stored, processed/trained, re-stored, added to, reprocessed and distributed. Connectivity is about to enter the hyperscale world. Networks interconnecting data sources and hyperscale AI processing centres will need to be incredibly flexible, massively scalable, insanely burstable and 100% software definable."
" critical - submarine cables are to underpin the insatiable connectivity requirements to sustain this growth and why are going to be even more critical in the next 3 years,"
" why getting access to as much compute, chips, data, scientists, energy, and compute space is vital. I can sum it up in one word. That word is arbitrage."
" No one is going to complain about GPU or data centre pricing for the next 3 years because the cost of not investing will be a 10-50x destruction of your market capitalisation. If you don’t keep up, you will be left behind. Just ask Intel"

The replies are telling
"Cracking write-up Bev.

I caught the Acquired podcast's chat with Jensen Huang last week and wow, NVIDIA are just set up to take the prize. They took bets on new industries/demands 10 years before anyone else each time, and infrastructure will be the equivalent of selling shovels in a gold-rush."
"Another opportunity is to make sure all that growth is supported by renewable energy, or more importantly critical resiliency on renewable energy."

[kiora]

IFT now clearing a runway to $15 SP?
May be need to clear 1 or 2 business sales first to recycle capital?
If they can achieve 1 or even better the second one as well then?

[kiora]

These look like a very fortuitous buys
"Console Connect carries ~17% of all internet traffic and reaches over 150 countries and is the only digital platform that is underpinned by one of the world’s largest private networks and a Tier 1 global IP network that is ranked in the top 10 for IPv4 and IPv6 peering, delivering higher levels of network performance, speed, and security to meet the digital needs of today’s interconnected users and communities.

Accessible from 850+ data centres in 50+ countries worldwide, the platform is integrated with all major hyperscale cloud providers, including AWS, Google Cloud, IBM Cloud, Microsoft Azure, Alibaba Cloud and more. Through the Console Connect portal or via its API, users can access a broad range of native and third-party solutions.

In addition, Console Connect offers a wide range of security, voice, mobility, SD-WAN, colocation and managed network solutions that complement its Automated Services."
https://infratil.com/news/strategic-...nsole-connect/

One NZ

"With four international points of presence (POP) in the USA and Australia, we can provide connectivity to Tier 1 ISPs and cloud service providers across the globe.

We were the first New Zealand provider to offer optical capacity across all three international fibre optic cables - Tasman Global Access (TGA), Southern Cross and Hawaiki - enabling high capacity and high-speed data transfer to power your operations."
https://one.nz/our-networks/infrastr...rtners/assets/

How much extra data carried and income will AI require at little extra cost to One NZ?
1.2,3,4,5,6,6,7,8... X
I wouldn't have a clue myself but suspect big number

[kiora]

I've been looking on line for a new fiber Co One NZ may have set up?

I couldn't find it but found these instead

I've found this interesting what Jason was talking about in the interview

Hourua

https://www.hourua.nz/hourua
Spark, Vodafone joint venture to boost first responders’ communication services
https://www.minterellison.co.nz/insi...ation-services

RURAL CONNECTIVITY GROUP LIMITED

https://oversightsolutions.co.nz/pro...oogle_vignette
https://www.thercg.co.nz/
https://media.one.nz/aotearoas-new-p...ncy-responders

Nz 3 network operators to share network
https://www.tcf.org.nz/industry-hub/...er-portability

TNAS LIMITED

Allocating and porting New Zealand toll free numbers

Toll free number portability allows a customer to change their service provider while retaining their toll free number. The joint venture has developed a common industry database system known as the TNAS System for the introduction of toll free number portability in New Zealand.

[kiora]

If you're not there yet you will be left in the dust?

"How AI-Powered Medical Imaging is Transforming Healthcare"
Abstract: AI-powered medical imaging is revolutionizing the field of healthcare by helping doctors provide more accurate, efficient, and personalized diagnosis and treatment options for their patients. With the help of deep learning algorithms, medical imaging technology now enables medical practitioners to identify abnormalities and detect diseases with a higher level of precision and speed than ever before. This has contributed to significant improvements in the accuracy of diagnosis, the efficiency of treatment, and the overall quality of patient care. In this blog, we will explore how AI-powered medical imaging is helping to transform healthcare, its benefits and challenges, and the future of this innovative technology"
https://www.onixnet.com/blog/how-ai-...ng-healthcare/

[Ggcc]

All this hyping may bring blackpeter back. I hope so as I do miss his analysis on other shares, maybe not this one.

[Toddy]

https://www.nzherald.co.nz/business/...K6HVBQI2IEJ4U/

Elon Musk predicts A1 will overtake human intelligence next year as long as the supply of electricity and hardware can satisfy demand.

Scary!

[huxley]

https://www.nzherald.co.nz/business/...K6HVBQI2IEJ4U/

Elon Musk predicts A1 will overtake human intelligence next year as long as the supply of electricity and hardware can satisfy demand.

Scary!

“Musk was backed into several embarrassing statements, and commented early on that he had “a limited understanding” of “what the lawsuit is about.”

- Not A Genius

https://www.huffpost.com/entry/elon-...b0d81853f9a766

[LaserEyeKiwi]

There she blows!!!

IMG_1070.jpg