Digital Infrastructure Research, Forecasts & Analysis

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…

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…

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…

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…

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…

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.

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…