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Digital RegulationReport
ASD Accelerates Post-Quantum Timeline: Traditional Cryptography Faces 2030 Sunset
24 Aug 2026Read Research →
New
Telecom
Quantum Cryptography Explainer: Technologies To Beat the Quantum Threat
This report examines the accelerating threat of Cryptographically Relevant Quantum Computers and the strategic imperatives for enterprise security architectures. It is a companion to our "ASD Accelerates Post-Quantum Timeline: Traditional Cryptography Faces 2030 Sunset" report. It details the Austr…
24 Aug 2026Explainer
Media
Future of Australian Television Part II: Four Scenarios to 2035
This report develops an integrated set of long-term scenarios for the Australian free-to-air television market to 2035, and sets out the strategic implications for each stakeholder group along with the policy changes required. It builds on the transmission-and-spectrum analysis of a companion repor…
31 JulyReport
Media
Future of Australian Television Part I: The Terrestrial TV EndgameThis report examines the transmission-and-spectrum question at the heart of Australian free-to-air television's future. For free-to-air broadcasting, what happens to the digital terrestrial television (DTT) platform and the UHF frequencies it occupies is not one issue among many – it determines the…
31 JulyTelecomThe Connectivity Trap: Why Telstra's Dominant Position May Be Its Greatest Strategic LiabilityThe proposed Morrison Equity Partners acquisition of a 30% stake in Optus (at a reported ~6× EBITDA) is not simply an asset recycling event. It is a signal from Singtel's board that connectivity economics in Australia are a diminishing return on capital, and that the future belongs to the infrastru…
30 JulyDigital InfrastructureRed Stack Rising: Why Chinese Technology Is Winning Australia's Energy TransitionAustralia faces a consequential technology choice. Over the five years to 2030, the infrastructure decisions made by households, enterprises, and policymakers in electric vehicles, home and grid-scale batteries, solar generation, and AI compute will lock in supplier relationships and strategic depe…
29 JulyTelecomThe Great AI Gamble: How Investors And Telcos Must Manage AI Capacity UncertaintyAustralia's formal AEMO data centre pipeline totals 5.4 GW in grid connection applications. The IEA simultaneously says that energy per Al task is falling at least an order of magnitude annually. Those two facts imply that the pipeline is overbuilt. We think that reading is too quick. The same IEA…
24 JulyEnterprise ICT
Inside the AI Efficiency Revolution: Why AI Is Getting Cheaper to RunThe Venture Insights report The Great AI Gamble argued that algorithmic efficiency breakthroughs, primarily led by Chinese AI laboratories, could render a significant portion of Australia's 5.4 GW data centre pipeline as phantom demand. This explainer unpacks the engineering behind that argument. I…
24 JulyDigital InfrastructureBeyond the Green Data Centre: Australia's AI Sovereignty Gap Is In Compute, Not KilowattsThe Albanese government's July 2026 AI strategy speech at the University of Sydney marks the most significant declaration of AI policy intent in Australian history. Its centrepiece, a legal mandate requiring large-scale data centres to become net-generators of renewable energy, returning at least a…
15 JulyMediaNRL's $5.3 Billion Deal: The Decline of Network Ten and the Rise of Subscription SportThe recent $5.3 billion NRL media rights agreement has initiated a significant reconfiguration of the Australian media sector. This report explores three distinct medium-term impacts catalysed by this landmark deal: the linear disinvestment and decline of Network Ten, the reassertion of local sover…
10 JulyTelecomHow Regulation Squeezes Investment in Telco Network Resilience: What Needs to ChangeThis week's Telstra outage has triggered an almost ritual cascade of condemnation from politics and media. But the Australian mobile network isn't getting more unreliable objectively. Rather, our dependence on it is growing. The only solution is more investment to meet this need. This report looks…
9 July
