Digital Infrastructure Research, Forecasts & Analysis

Firmus Pulls Its IPO: What Australia's AI Float Collapse Does (and Doesn't) Tell Us

: This explainer examines the rise and collapse of Firmus' initial public offering, which would have been one of the largest technology listings in ASX history before the company withdrew it on 9 October 2026. It traces Firmus' evolution from a bitcoin-mining cooling specialist into an AI infrastruct…

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…

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…

The ANZ LEOSat market takes shape

: This report examines the rapidly evolving Low Earth Orbit (LEO) satellite market in Australia and New Zealand. It details the competitive dynamics between dominant players like SpaceX's Starlink and Eutelsat OneWeb, while mapping the complex web of partnerships formed by incumbent telecommunication…

The Future of Connectivity in Australia: Comparing LEO Satellites, 5G, Fiber Broadband, and Hybrid Networks

: As connectivity becomes critical for business intelligence and growth in remote and underserved markets, understanding the key technologies driving this change is essential. This report analyses the performance, cost, and future potential of Low Earth Orbit (LEO) satellite networks, 5G Fixed Wirele…

Comparing LEO Satellites, 5G, Fiber Broadband, and Hybrid Networks

: As connectivity becomes critical for business growth in remote and underserved markets, understanding the key technologies driving this change is essential. This explainer summarises the latest advances in Low Earth Orbit (LEO) satellite networks, 5G Fixed Wireless Access (FWA), fibre optic broadba…