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TelecomReport
The Great AI Gamble: How Investors And Telcos Must Manage AI Capacity Uncertainty
24 July 2026Read Research →
New
Enterprise ICT
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…
24 July 2026Explainer
Telecom
How Regulation Squeezes Investment in Telco Network Resilience: What Needs to Change
This week's Telstra outage has triggered an almost ritual cascade of condemnation from politics and media. But the Australian mobile network isn't getting more unreliable objectively. Rather, our dependence on it is growing. The only solution is more investment to meet this need. This report looks…
9 JulyReport
Digital Platforms
Nine/Microsoft news deal points to the alternative to News Media Bargaining conflictThis landmark deal allows Copilot to utilise full-text articles from Nine's mastheads, including paywalled content, to inform and 'ground' its AI search. The agreement facilitates the generation of summaries and headlines with direct attribution and click-through links, establishing a new commercia…
6 JulyMediaNavigating Fragmentation: The Future of Australian Public Broadcasters' News ReportingThis report, "Navigating Fragmentation: The Future of Australian Public Service News Reporting," examines the challenges faced by Australia's public service media (PSM), the ABC and SBS, in a rapidly fragmenting audience landscape. It highlights declining trust in news, political polarisation, and…
6 JulyDigital PlatformsDigital News Report Australia 2026 Report - Key findingsLast week saw the publication of the Digital News Report: Australia 2026 by the University of Canberra. This survey report, part of an international effort to track the evolution of news consumption, reveals a news landscape defined by a recovery in audience interest set against a backdrop of deep…
1 JulyTelecomMoose Mobile's TPG Shift Ignites Price War as MVNO Growth SlowsSwoop Holdings' decision to move Moose Mobile's 135,000 subscribers from Optus to TPG Telecom aims to reduce wholesale costs and boost margins by 50%. This migration, however, introduces significant churn risk in a maturing MVNO market, where growth is projected to slow to 3-4% by FY31. The move ha…
29 JuneEnterprise ICT
Frontier AI is Now a Weapon: US Recall of Claude Fable 5 Exposes Australia's and New Zealand's Digital Blind SpotThe 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…
25 JuneDigital InfrastructureAustralia's AI Bargain: Capital Without ControlAustralia is absorbing large-scale AI infrastructure investment — led by Anthropic and Microsoft — under a policy framework that is deliberately non-binding. The National AI Plan (2026) positions Australia as a destination for foreign AI capital but imposes no mandatory guardrails on frontier AI de…
11 JuneTelecomStarlink IPO: What It Means for Australian Investors and the ANZ Connectivity MarketThe SpaceX IPO is not just another tech listing — it is the largest in financial history. SpaceX is targeting a 12 June 2026 Nasdaq listing under the ticker SPCX, with share pricing confirmed after market close on 11 June at US$135 per share, targeting a valuation of US$1.75 trillion. This eclipses…
11 JuneTelecomExplainer: Starlink LEOSat technology evolutionThis 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…
5 June
