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What can Australia adopt from the United States data centre build out?
Policy directions adopted in the United States data centre build out, what could be applied to the NEM, and what it means for investors.
Jul 6
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Follow the Bottleneck
June 2026
Deep dive: Firmus Technologies and its Project Southgate path to power
Firmus Technologies is heading for an ASX listing on a clean story: bring AI training to Tasmania's renewable power. The story holds — until you follow…
Jun 29
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Follow the Bottleneck
The golden ticket - opportunities and emerging risks with a data centre connection agreement
Opportunities and emerging risks with a data centre connection agreement
Jun 22
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What type of data centre actually needs to get built in Australia?
A credit lender looking at the data centre investable market in Australia is asking the question – is the artificial intelligence (AI) boom real and…
Jun 15
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Head north to the Hunter. The case for non-metropolitan Sydney data centres
Where should you be building a data centre to be energised in 2028+?
Jun 8
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Why data centres need firming power and what that actually means in the NEM
Does a data centre rely on the NEM to deliver firming capability post 2029 especially with the investment challenges facing gas generation, or take…
Jun 1
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Follow the Bottleneck
May 2026
NSW is building a storage pipeline for data centres, not a power supply
Data centres need continuous, reliable electricity to power the GPU compute and associated cooling - the NSW pipeline suggests otherwise
May 26
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Sydney’s 16 GW data centre queue is running out of time
Someone is sitting in a boardroom right now approving hundreds of millions in Sydney data centre capex against a 2030-2033 commercial operations date.
May 18
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