SCX.ai (ASX:SCX): CEO David Keane on Sovereign AI, AI Factories & Australia's AI Infrastructure Opportunity

Can Australia build sovereign AI infrastructure that competes on the global stage? In this episode of the Homodeus Research Podcast, David Keane, Co-Founder & CEO, and Rahul Vaidya, CFO, of SCX.ai (ASX:SCX) discuss the company's vision to build Australia's sovereign AI infrastructure and why access to high-performance AI compute is becoming a strategic national capability. The discussion explores SCX.ai's AI factory strategy, the launch of Node One, the transition from AI training to inference, and how enterprises are increasingly seeking secure, low-latency AI infrastructure hosted within Australia. Management explains why sovereign AI is emerging as a key theme for governments and businesses, and how SCX.ai aims to capitalise on this structural shift. David and Rahul also discuss customer adoption, infrastructure economics, capital allocation, scalability, and the long-term opportunity created by accelerating demand for enterprise AI and GPU computing. During the discussion, the team also demonstrates SCX.ai's public benchmarking platform, allowing users to compare AI model performance, latency and response speeds in real time. Try the benchmark yourself: https://scx.ai/benchmarks Whether you're interested in artificial intelligence, cloud infrastructure or emerging ASX technology companies, this episode provides an in-depth look at one of Australia's newest AI infrastructure businesses. Topics Covered - Introduction to SCX.ai - Why sovereign AI matters - AI factories and GPU infrastructure - The shift from AI training to inference - Node One and future infrastructure rollout - Customer adoption and enterprise demand - AI infrastructure economics - Capital allocation and growth strategy - Live AI benchmark demonstration - Future catalysts and investor Q&A