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ANZ TMT Research Reports
Browse our full catalogue of market research, forecasts, and industry analysis covering Telco, Media, Enterprise ICT, Digital Infrastructure and Platforms.
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…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…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…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…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…
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…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…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…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…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 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…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…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…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…
11 June 2026 · Telecom· Free
Starlink IPO: What It Means for Australian Investors and the ANZ Connectivity Market
The 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…Starlink IPO: What It Means for Australian Investors and the ANZ Connectivity Market
The 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…
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