Digital Economy Research, Forecasts &amp; Analysis

The 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…

24 July 2026Explainer

Inside the AI Efficiency Revolution: Why AI Is Getting Cheaper to Run

The 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…

15 July 2026 · Digital Infrastructure · Report· Free

Beyond the Green Data Centre: Australia's AI Sovereignty Gap Is In Compute, Not Kilowatts

Digital Infrastructure

15 July 2026Report

Beyond the Green Data Centre: Australia's AI Sovereignty Gap Is In Compute, Not Kilowatts

The 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…

We forecast the total advertising market to grow at a 3.6% CAGR over the next five years, stabilised after a period of pandemic and post-pandemic disruption. Overall, the momentum of digital will be blunted by technological disruption. The beneficiaries are the ‘traditional’ media who will improve…

4 June 2026 · Digital Platforms · Forecast

Australia Advertising Expenditure Forecast 2026

This report analyses the strategic logic of Microsoft’s Australian expansion, the financial necessity of future price hikes, the resulting risks of a global AI oligopoly, and the specific steps Australian firms must take to manage their exposure to this emerging dependency.

4 June 2026Forecast

Australia Advertising Expenditure Forecast 2026

We forecast the total advertising market to grow at a 3.6% CAGR over the next five years, stabilised after a period of pandemic and post-pandemic disruption. Overall, the momentum of digital will be blunted by technological disruption. The beneficiaries are the ‘traditional’ media who will improve…

30 Apr 2026 · Enterprise ICT · Report· Free

Microsoft’s $25B Australian Investment: Avoiding AI’s Technology Lock-In

30 Apr 2026Report

Microsoft’s $25B Australian Investment: Avoiding AI’s Technology Lock-In

This report analyses the strategic logic of Microsoft’s Australian expansion, the financial necessity of future price hikes, the resulting risks of a global AI oligopoly, and the specific steps Australian firms must take to manage their exposure to this emerging dependency.

This report analyses the strategic development of Datagrid’s hyperscale data centre in Southland, New Zealand, and the associated Tasman Ring subsea cable network. It explores how the project leverages New Zealand’s renewable energy and cool climate to create a globally competitive 'AI Factory.' Th…

2 Apr 2026 · Enterprise ICT · Report· Free

Datagrid’s NZ Data Centre Moves to Implementation - ANZ Becomes Key Node in Global Digital Infrastructure

2 Apr 2026Report

Datagrid’s NZ Data Centre Moves to Implementation - ANZ Becomes Key Node in Global Digital Infrastructure

This report analyses the strategic development of Datagrid’s hyperscale data centre in Southland, New Zealand, and the associated Tasman Ring subsea cable network. It explores how the project leverages New Zealand’s renewable energy and cool climate to create a globally competitive 'AI Factory.' Th…

This report analyzes the impact of landmark March 2026 US jury verdicts against Meta and YouTube on social media regulation in Australia and New Zealand. It explores how findings of negligent design and executive knowledge of harm provide a legal foundation for Australia's under-16 social media ban…

31 Mar 2026 · Digital Platforms · Report· Free

US Verdicts Hit Meta and YouTube - Implications for ANZ Social Media Regulation

31 Mar 2026Report

US Verdicts Hit Meta and YouTube - Implications for ANZ Social Media Regulation

This report analyzes the impact of landmark March 2026 US jury verdicts against Meta and YouTube on social media regulation in Australia and New Zealand. It explores how findings of negligent design and executive knowledge of harm provide a legal foundation for Australia's under-16 social media ban…

This report analyses the 2024–2026 surge in Australian mobile pricing, led by Telstra’s May 2026 adjustments. It explores competitive responses, the strategic role of sub-brands like Boost and amaysim, and the fiscal imperative of price increases to sustain infrastructure investment amidst rising c…

27 Mar 2026 · Telecom · Report· Free

Telstra’s Mobile Price Hikes a Bitter Pill - For A Healthier Industry

Telecom

27 Mar 2026Report

Telstra’s Mobile Price Hikes a Bitter Pill - For A Healthier Industry

This report analyses the 2024–2026 surge in Australian mobile pricing, led by Telstra’s May 2026 adjustments. It explores competitive responses, the strategic role of sub-brands like Boost and amaysim, and the fiscal imperative of price increases to sustain infrastructure investment amidst rising c…

The February 2026 collapse of the ASX Information Technology (XIJ) sector marks a structural pivot in the Australasian TMT landscape. Driven by a "confidence compression" in seat-based revenue models, market darlings like Xero and WiseTech have experienced historic de-valuations as artificial intel…

6 Feb 2026 · Enterprise ICT · Report· Free

The Seat is Dead - Investors and IT Service Firms Prepare for a Post-SaaS World

6 Feb 2026Report

The Seat is Dead - Investors and IT Service Firms Prepare for a Post-SaaS World

The February 2026 collapse of the ASX Information Technology (XIJ) sector marks a structural pivot in the Australasian TMT landscape. Driven by a "confidence compression" in seat-based revenue models, market darlings like Xero and WiseTech have experienced historic de-valuations as artificial intel…

Venture Insight’s forecast for total advertising spending from FY25 to FY30 predicts a 3.6% compound annual growth rate (CAGR) to reach $27.844 billion in FY30. Television ad spending is expected to grow at 1.6% CAGR, with BVOD gains offsetting broadcast declines. Newspapers and magazines will see…

4 Nov 2025 · Digital Platforms · Forecast

Australia Advertising Expenditure Forecast 2025

Next week, we will publish our subscriber-only annual advertising market forecast, analysing trends in the TV, radio, print, outdoor, cinema and digital segments out to 2030. This free brief provides a preview of some of the key results. The biggest change is the decline of Google search under pres…

4 Nov 2025Forecast

Australia Advertising Expenditure Forecast 2025

Venture Insight’s forecast for total advertising spending from FY25 to FY30 predicts a 3.6% compound annual growth rate (CAGR) to reach $27.844 billion in FY30. Television ad spending is expected to grow at 1.6% CAGR, with BVOD gains offsetting broadcast declines. Newspapers and magazines will see…

31 Oct 2025 · Digital Platforms · Brief

Ad market growth holds up as the AI shift helps ‘traditional’ media