Insights
Market intelligence on Australian hyperscale infrastructure.
Grid connection, capital markets, site selection, power strategy and sovereign cloud. Published as the work warrants — not on a content calendar.
25 May 2026 · Capital Markets
UAE Capital Looking at AU Compute — What's Actually Behind the Trend
The structural drivers behind UAE sovereign and institutional capital interest in Australian digital infrastructure — CEPA, capital volume constraints, and how the corridor actually works.
25 May 2026 · AI Density
The AI-Density Cliff — What 60kW Per Rack Actually Means for Site Selection
Why the transition from 20kW to 60kW per rack is a category change, not a scaling problem — and what it means for cooling, power distribution, floor loading and site selection.
25 May 2026 · Capital Markets
The Hyperscaler Tenant Covenant — What Every Developer Underestimates
The specific covenant a hyperscaler provides determines whether a project is bankable, at what cost of capital, and on whose terms. A plain account of the four levels and what each one means.
25 May 2026 · Power Strategy
PPA Structures for Hyperscale: Behind-the-Meter vs Front-of-Meter, Plainly
A plain account of what front-of-meter and behind-the-meter PPA structures are, when each makes sense, and what the tradeoffs look like for an Australian hyperscale developer in 2026.
25 May 2026 · Site Selection
Site Selection Beyond the M2 — What Newcastle and Geelong Are Quietly Winning At
The projects that will define the 2027–2030 supply picture are not forming in Kemps Creek. They are forming in Newcastle and Geelong — and for specific, structural reasons.
25 May 2026 · Power Strategy
Why Australian Sovereign-Cloud Demand Is Colliding with Grid Capacity in 2026
Sovereign cloud demand is funded and growing. The grid cannot absorb it fast enough. The collision is already determining which programmes will be operational in 2027 and which will slip to 2029.