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NBN Co's strategic shift to high-speed fibre aims to counter FWA competition and prepare for AI-driven demand shocks.
David Kennedy · Venture InsightsPeriod: August 20256 min read
Premises eligible for NBN's highest residential speed tiers from September 2025
New speed for 'Home Fast' tier, up from 100/20 Mbps at no extra cost
This report examines NBN Co's strategic decision to accelerate wholesale speed tiers and introduce multi-gigabit services starting September 2025. It analyzes the competitive pressure from Fixed Wireless Access (FWA) and alternative fibre providers that prompted these changes. Furthermore, the report explores the technical and regulatory challenges ahead, specifically regarding in-home equipment limitations and marketing transparency, while positioning fibre as the essential infrastructure for an AI-driven future.
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4-section deep analysis · stakeholder implications · PDF download
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