Enterprise ICT Research, Forecasts & Analysis

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…

FY25 Results - Niche Tech Specialists Redefine Value and Growth

: The FY25 reporting season has illuminated a clear trend: companies sidestepping commoditised telecommunications are creating significant value by building defensible, high-growth niches. This report analyses the performance of a diverse group of specialists - Megaport, Macquarie Technology, Codan,…

ANZ Telco-Cloud Market Overview - Partnership Strategies

: The major Australian telecommunications operators have forged deep, multi-faceted relationships with the three global cloud hyperscalers. These alliances encompass internal transformation, joint product development, and integrated go-to-market strategies. Each operator has adopted a distinct approa…

The $10 Billion Bill – US Software Licences Lock Australia into a High-Cost Trap

: Australia is facing a hidden trade crisis—a $10 billion annual bill for intellectual property (IP) charges to US tech giants, including Microsoft, Adobe, and Oracle. While politicians focus on steel and aluminium tariffs, the real issue is Australia’s overwhelming dependence on US software and digi…

The nuclear option for data centre energy supply

: As the demand for data centres grows, nuclear energy is seen as a promising solution to power these facilities sustainably. Nuclear-powered data centres could provide continuous, low-carbon energy, ensuring stability without the fluctuations of renewable sources like wind or solar. Small modular re…

The rise of industry-specific cloud platforms

: This report analyses the shift from generic cloud computing to industry-specific (vertical) cloud platforms. While hyperscalers like AWS and Azure dominate the horizontal market, they struggle to meet niche regulatory and workflow requirements. This gap has allowed ANZ-born firms like WiseTech ($30…

ANZ B2B ICT Decision Makers Survey 2024

: This report analyses the 2024 ANZ B2B ICT Decision Makers Survey, revealing a shift toward fundamental priorities like cost-cutting and cybersecurity. With business confidence weakening in both Australia and New Zealand, 49% of NZ small businesses now cite reducing costs as a top priority. The repo…

Australian Data Centre Forecast and Outlook 2024

: This report forecasts the Australian data centre market to rise from $2.5bn in FY23 to over $6.1bn in FY28, representing a significant expansion in both revenue and capacity. Total volume is expected to grow from 1.01GW to 3.23GW over the same period, driven primarily by the rapid shift toward clou…

NZ B2B Fixed Forecast & Outlook 2023

: This report forecasts the New Zealand B2B fixed services market through FY28, projecting a return to growth with a total market value of $1.1 billion. While legacy fixed voice continues a structural decline, growth is driven by Ethernet, Internet-grade services, and a 3.0% CAGR in the network servi…