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

Homodeus Research · Sep 1, 2026 · 42m

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…