TKs Q1 Newsletter

Posted By The TK Team

Mar 31 2025

Kicking off 2025!

2025 is off to a strong start - and we’re looking forward to what’s ahead! With new opportunities, continued growth, and stronger collaborations. This year promises to be an exciting one. Stay tuned for key updates, insights, and innovations as we move forward together.

DeepSeek AI: Disrupting GPUs & AGI timelines

Read our latest expert written insights piece on DeepSeek AI’s disruption of the computing landscape. By cutting AI computing costs by 90%, it challenges nVidia and reshapes GPU demand. Optimized GPU use, selective data routing, and lower precision drive efficiency, yet rising AI adoption fuels greater computing needs. AI Data Centers must adapt with advanced cooling and energy solutions as securing cost-effective electricity becomes a key challenge.

Read Here

Recent Expert Calls

📈 Watch to see ASX-listed companies we've covered in recent months - If you love expert calls, get in touch for the best access!

Watch Here

What we're talking about on the group chat:

🚀 The 2025 Federal Budget

🚀 GYG in Japan?!

🚀The cost of flights to Melbourne....EXY!!!

🚀James Hardie AZEK Merger

🚀Sydney's metro capacity 😵

Spotlight on the Experts

Josh Hunt

Head of Product at FNZ Group

Josh is a strategic product leader with over 25 years of experience driving innovation and transformation in financial technology. Currently leading product strategy at FNZ Group, he has consistently delivered scalable platforms, optimised business systems, and led high-performing teams. His expertise spans product development, system integration, and enterprise platform modernisation, with a focus on enhancing user experience, operational efficiency, and digital transformation. Throughout his career, Josh has successfully led complex system migrations, implemented PaaS solutions, and aligned technology with business goals to drive growth. He excels in managing change, developing product roadmaps, and bridging the gap between technical execution and strategic vision. Passionate about financial services innovation, Josh is dedicated to shaping the future of fintech by delivering impactful solutions to meet evolving market needs.

Patricia Roberts

Specialist in Global LNG

Patricia is a leading commercial expert in the global LNG industry, with 24 years of experience running her own consultancy. She specialises in LNG supply and demand forecasting, pricing outlooks, commercial business models, construction costs, LNG shipping, and market entry strategies. She also advises on M&A and joint ventures. Her expertise spans geopolitical and local market dynamics, helping clients navigate LNG growth opportunities. In addition to consulting, Patricia offers specialised workshops on LNG trading, contracting, negotiations, and portfolio optimisation. With deep industry insights and strategic expertise, she continues to guide businesses in an evolving energy landscape.