Digital Infrastructure Research, Forecasts &amp; Analysis

3 June 2026Monthly Commentary

21.6% Decline for Cogent Leads Mixed Digital Infrastructure Performance in May 2026

The digital infrastructure sector saw divergent performance in May 2026, characterized by aggressive capital raising and strategic divestments. Cogent Communications led the downside with a 21.6% decline following a major asset sale, while Nextdc rose 7.0% on the back of a significant $1.8 billion…

22 May 2026 · Telecom · Report

New Spectrum Taxes: Why “Business As Usual” is a Perilous Assumption

The Australian Communications and Media Authority (ACMA) has finalised a $7.32 billion spectrum license renewal fee, a decision that has met with significant industry resistance. This report analyzes the disconnect between regulatory pricing models and the emerging reality of the digital economy, w…

Telecom

22 May 2026Report

New Spectrum Taxes: Why “Business As Usual” is a Perilous Assumption

The Australian Communications and Media Authority (ACMA) has finalised a $7.32 billion spectrum license renewal fee, a decision that has met with significant industry resistance. This report analyzes the disconnect between regulatory pricing models and the emerging reality of the digital economy, w…

1 May 2026 · Digital Infrastructure · Monthly Commentary· Free

Digital Infrastructure Surges in April 2026 on Record Data Center Utilization and Graphene Breakthroughs

1 May 2026Monthly Commentary

Digital Infrastructure Surges in April 2026 on Record Data Center Utilization and Graphene Breakthroughs

The Q1 2026 earnings season for Big Tech marked a pivotal shift in investor sentiment regarding artificial intelligence. While Microsoft, Alphabet, Meta, Amazon, and Apple all exceeded revenue expectations, the market's reaction diverged based on the clarity of AI-driven returns. This analysis expl…

1 May 2026 · Digital Platforms · Equity Insights· Free

EQUITY INSIGHT SERIES | Q1 2026: Big Tech Q1 2026 Earnings

Digital Platforms

1 May 2026Equity Insights

EQUITY INSIGHT SERIES | Q1 2026: Big Tech Q1 2026 Earnings

The Q1 2026 earnings season for Big Tech marked a pivotal shift in investor sentiment regarding artificial intelligence. While Microsoft, Alphabet, Meta, Amazon, and Apple all exceeded revenue expectations, the market's reaction diverged based on the clarity of AI-driven returns. This analysis expl…

Australia’s connectivity needs are unique, driven by the dual necessity of internal metropolitan efficiency and external global reach. The Data Centre to Data Centre Interconnect (DCI) market serves as the nervous system of our digital economy, facilitating the exchange of data between geographical…

24 Apr 2026 · Digital Infrastructure · Report· Free

Australian Data Centre Interconnect Market: Set to Boom with AI Surge

24 Apr 2026Report

Australian Data Centre Interconnect Market: Set to Boom with AI Surge

Australia’s connectivity needs are unique, driven by the dual necessity of internal metropolitan efficiency and external global reach. The Data Centre to Data Centre Interconnect (DCI) market serves as the nervous system of our digital economy, facilitating the exchange of data between geographical…

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 · Digital Infrastructure · 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 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…

This report examines the structural forces redrawing the Australian data centre investment landscape through 2030. It provides detailed capacity and revenue forecasts segmented by operator, geography, and customer type. The analysis explores the impact of the generative AI boom, the emergence of 'N…

11 Mar 2026 · Digital Infrastructure · Forecast

2026 Australia Data Centre Outlook - Southern Hub Investment Drives Growth

New Zealand's digital infrastructure is currently experiencing a significant acceleration in capital inflow. The market is rapidly evolving from a geographically isolated digital terminus into a strategic transit hub, supported by a mix of global hyperscalers, local telecommunications incumbents, a…

11 Mar 2026Forecast

2026 Australia Data Centre Outlook - Southern Hub Investment Drives Growth

This report examines the structural forces redrawing the Australian data centre investment landscape through 2030. It provides detailed capacity and revenue forecasts segmented by operator, geography, and customer type. The analysis explores the impact of the generative AI boom, the emergence of 'N…

6 Mar 2026 · Digital Infrastructure · Forecast

2026 New Zealand Data Centre Outlook - investment surge boosts capacity growth

This report examines the rapid evolution of the Australian and New Zealand data centre sectors as they transition from local colocation markets into critical nodes for global AI computation. It analyzes the macro drivers of this growth, including the emergence of 'AI Factories' and the impact of so…

6 Mar 2026Forecast

2026 New Zealand Data Centre Outlook - investment surge boosts capacity growth

New Zealand's digital infrastructure is currently experiencing a significant acceleration in capital inflow. The market is rapidly evolving from a geographically isolated digital terminus into a strategic transit hub, supported by a mix of global hyperscalers, local telecommunications incumbents, a…

23 Feb 2026 · Digital Infrastructure · Report· Free

Hyperscale Data Centre Growth Threatens ANZ Telco Revenues and Digital Sovereignty

23 Feb 2026Report

Hyperscale Data Centre Growth Threatens ANZ Telco Revenues and Digital Sovereignty

This report examines the rapid evolution of the Australian and New Zealand data centre sectors as they transition from local colocation markets into critical nodes for global AI computation. It analyzes the macro drivers of this growth, including the emergence of 'AI Factories' and the impact of so…

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

Enterprise ICT

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…