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29 July 2026 · DIGITAL INFRASTRUCTURE · REPORT
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24 July 2026 · ENTERPRISE ICT · EXPLAINER
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…15 July 2026 · DIGITAL INFRASTRUCTURE · REPORT· Free
Beyond the Green Data Centre: Australia's AI Sovereignty Gap Is In Compute, Not Kilowatts
The Albanese government's July 2026 AI strategy speech at the University of Sydney marks the most significant declaration of AI policy intent in Australian history. Its centrepiece, a legal mandate requiring large-scale data centres to become net-generators of renewable energy, returning at least a…1 July 2026 · DIGITAL PLATFORMS · EXPLAINER
Digital News Report Australia 2026 Report - Key findings
Last 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…11 June 2026 · DIGITAL INFRASTRUCTURE · BRIEF
Australia's AI Bargain: Capital Without Control
Australia 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…29 July 2026 · Digital Infrastructure · Report· NEW
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…Digital Infrastructure
New
29 July 2026Report
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…
24 July 2026 · Telecom · Report· NEW
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…Telecom
New
24 July 2026Report
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…
24 July 2026 · Enterprise ICT · Explainer· NEW
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…Enterprise ICT
New
24 July 2026Explainer
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…
15 July 2026 · Digital Infrastructure · Report· Free
Beyond the Green Data Centre: Australia's AI Sovereignty Gap Is In Compute, Not Kilowatts
The Albanese government's July 2026 AI strategy speech at the University of Sydney marks the most significant declaration of AI policy intent in Australian history. Its centrepiece, a legal mandate requiring large-scale data centres to become net-generators of renewable energy, returning at least a…Digital Infrastructure
Free
15 July 2026Report
Beyond the Green Data Centre: Australia's AI Sovereignty Gap Is In Compute, Not Kilowatts
The Albanese government's July 2026 AI strategy speech at the University of Sydney marks the most significant declaration of AI policy intent in Australian history. Its centrepiece, a legal mandate requiring large-scale data centres to become net-generators of renewable energy, returning at least a…
Free to read
10 July 2026 · Media · Report
NRL's $5.3 Billion Deal: The Decline of Network Ten and the Rise of Subscription Sport
The recent $5.3 billion NRL media rights agreement has initiated a significant reconfiguration of the Australian media sector. This report explores three distinct medium-term impacts catalysed by this landmark deal: the linear disinvestment and decline of Network Ten, the reassertion of local sover…Media
10 July 2026Report
NRL's $5.3 Billion Deal: The Decline of Network Ten and the Rise of Subscription Sport
The recent $5.3 billion NRL media rights agreement has initiated a significant reconfiguration of the Australian media sector. This report explores three distinct medium-term impacts catalysed by this landmark deal: the linear disinvestment and decline of Network Ten, the reassertion of local sover…
9 July 2026 · Telecom · Report
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…Telecom
9 July 2026Report
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…
6 July 2026 · Digital Platforms · Brief
Nine/Microsoft news deal points to the alternative to News Media Bargaining conflict
This 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…Digital Platforms
6 July 2026Brief
Nine/Microsoft news deal points to the alternative to News Media Bargaining conflict
This 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 July 2026 · Media · Report
Navigating Fragmentation: The Future of Australian Public Broadcasters' News Reporting
This 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…Media
6 July 2026Report
Navigating Fragmentation: The Future of Australian Public Broadcasters' News Reporting
This 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…
1 July 2026 · Digital Platforms · Explainer
Digital News Report Australia 2026 Report - Key findings
Last 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…Digital Platforms
1 July 2026Explainer
Digital News Report Australia 2026 Report - Key findings
Last 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…
29 June 2026 · Telecom · Brief
Moose Mobile's TPG Shift Ignites Price War as MVNO Growth Slows
Swoop 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…Telecom
29 June 2026Brief
Moose Mobile's TPG Shift Ignites Price War as MVNO Growth Slows
Swoop 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…
25 June 2026 · Enterprise ICT · Report
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…Enterprise ICT
25 June 2026Report
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…
11 June 2026 · Digital Infrastructure · Brief
Australia's AI Bargain: Capital Without Control
Australia 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…Digital Infrastructure
11 June 2026Brief
Australia's AI Bargain: Capital Without Control
Australia 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…
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