How Bosun subsea cable and data centre investment will shape Australia’s Indo-Pacific future

Australia is solidifying its role as a digital anchor in the Indo-Pacific through strategic subsea and data centre investments.

David Kennedy · Venture Insights29 November 2024Period: November 20243 min read

3,100 MW↑

Projected Australian data centre capacity (2030)

$26 billion↑

Forecasted investment in data centre capacity by 2030

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Companies covered:

Abstract

This report analyses Australia's emergence as a pivotal digital hub in the Indo-Pacific, driven by Google’s Bosun subsea cable and a projected $26 billion investment in data centre infrastructure. With data centre capacity expected to grow from 1,350 MW in 2024 to 3,100 MW by 2030, Australia is positioning itself as a secure gateway for data traffic between the United States, Asia, and the Pacific Islands, offering a resilient alternative to traditional routes through the South China Sea.

Key Takeaways

Google announced the Bosun subsea cable on 26 November 2024, connecting Darwin to Christmas Island and Singapore.
Australia's data centre capacity is forecast to grow from 1,350 MW in 2024 to 3,100 MW by 2030.
The expansion is supported by an estimated $26 billion in forecasted infrastructure investments.

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Frequently Asked Questions

The market is entering a period of rapid expansion with $26 billion in forecasted infrastructure investment through 2030. This capital will drive a 130% increase in data centre capacity, growing the national footprint from 1,350 MW to 3,100 MW.

The Bosun cable establishes a direct link between Darwin, Christmas Island, and Singapore, creating a secure alternative to traditional South China Sea routes. By integrating with the Honomoana system, it positions Australia as a primary transit hub for data moving between the United States and Asia.

Darwin serves as the primary gateway for the Bosun cable, while domestic networks in Melbourne and Perth provide the essential links to broader international systems. These hubs are central to supporting the projected 3,100 MW of national capacity required by 2030.

Google is the lead developer of the Bosun subsea cable, supported by strategic infrastructure partnerships with Vocus, SUBCO, and NEXTDC. These collaborations are essential for delivering the $26 billion in new capacity required to transform Australia into a regional digital gateway.

How Bosun subsea cable and data centre investment will shape Australia’s Indo-Pacific future

Abstract

Key Takeaways

Frequently Asked Questions

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