Digital Infrastructure Research, Forecasts & Analysis

2 Sept 2026 · Telecom · Report

FY26 ANZ Telecommunications Results: Refocus on AI Efficiency and Capital Redeployment

: This report examines the financial and strategic performance of the Australian and New Zealand telecommunications sectors in FY26. It explores how market participants are navigating a transition from traditional retail-centric competition toward advanced platform models, wholesale enablement, and i…

30 July 2026 · Telecom · Report

The Connectivity Trap: Why Telstra's Dominant Position May Be Its Greatest Strategic Liability

: The 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…

29 July 2026 · Digital Infrastructure · Report

Red Stack Rising: Why Chinese Technology Is Winning Australia's Energy Transition

: Australia 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…

24 July 2026 · Telecom · Report

The Great AI Gamble: How Investors And Telcos Must Manage AI Capacity Uncertainty

: Australia'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 July 2026 · Enterprise ICT · Explainer

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…

25 June 2026 · Enterprise ICT · Report

Frontier AI is Now a Weapon: US Recall of Claude Fable 5 Exposes Australia's and New Zealand's Digital Blind Spot

: The abrupt global suspension of Anthropic’s Claude Fable 5 and Mythos 5 artificial intelligence models on June 12, 2026, represents a critical shift in the geopolitics of advanced technology. By using export control authorities to restrict access to software models, the United States government has…

11 June 2026 · Digital Infrastructure · Brief

Australia's AI Bargain: Capital Without Control

: Australia is absorbing large-scale AI infrastructure investment — led by Anthropic and Microsoft — under a policy framework that is deliberately non-binding. The National AI Plan (2026) positions Australia as a destination for foreign AI capital but imposes no mandatory guardrails on frontier AI de…

5 June 2026 · Telecom · Explainer

Explainer: Starlink LEOSat technology evolution

: This explainer analyses the rapid technological iteration of SpaceX’s Starlink satellite constellation, tracing its evolution from the 20 Gbps V1 baseline to the upcoming 1 Tbps V3 satellites. It explores how these advancements shift Starlink from a niche rural provider to a direct competitor for t…

5 June 2026 · Telecom · Report

SpaceX’s Starlink Ambition: How LEOSat Threatens Telcos’ Grip on the ANZ Connectivity Market

: This report explores the impact of expanding Starlink LEOSat capacity in the ANZ market, and how domestic telecommunications operators in these markets will be affected by growing competition from Starlink broadband and mobile services.

3 June 2026 · Digital Infrastructure · Monthly 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…