Article in the AFR a few days ago on Nvidia given its explosive growth to a marketcap now of about AUD 3 Trillion. Bodes well for future demand in semiconductor chips and hence helium in the manufacturing process. Also investors are super keen to invest in something related to nvidia to ride the boom according to the AFR but aren't aware of any direct ways ASX investors can ride the AI - Nvidia boom..
Doubt the author was aware of Renergen and how helium is critical in the manufacture of semiconductor chips plus Renergen's plans for stored helium reserves in Texas to supply DIRECTLY to spot customers in the USA like NVIDIA and other big names like Google, SpaceX etc..
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