Digital Infrastructure Research, Forecasts &amp; Analysis

11 June 2026

Starlink IPO: What It Means for Australian Investors and the ANZ Connectivity Market

The SpaceX IPO is not just another tech listing — it is the largest in financial history. SpaceX is targeting a 12 June 2026 Nasdaq listing under the ticker SPCX, with share pricing confirmed after market close on 11 June at US$135 per share, targeting a valuation of US$1.75 trillion. This eclipses…

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.

5 June 2026 · Telecom · Report

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

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 2026Report

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.

5 June 2026 · Telecom · Explainer

Explainer: Starlink LEOSat technology evolution

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…

5 June 2026Explainer

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…

3 June 2026 · Digital Infrastructure · Monthly Commentary

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

Digital Infrastructure

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…

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

Digital Infrastructure

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 · Enterprise ICT · Equity Insights· Free

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

Enterprise ICT

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…

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.

30 Apr 2026 · Enterprise ICT · Report· Free

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

Enterprise ICT

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.

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 · Telecom · 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 · Enterprise ICT · Report· Free

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

Enterprise ICT

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

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…