Yesterday
- Analysis
- The Breakdown
Why Microsoft jumped and Google slumped when both beat expectations
A modest gap in cloud computing performance pushed the tech giants’ share prices billions in different directions, showing investors care about one thing: AI.
- Nick Bonyhady
This Month
Microsoft alliance opens door to private spending on national security
Former national cybersecurity adviser Alastair MacGibbon says the government cannot hope to fight off cyber threats without big-money private operators.
- Tess Bennett
- Opinion
- AI
Microsoft’s new $5b Aussie deal is a massive tech land grab
The tech giant’s Australian investment is a significant move to commandeer two of the biggest and most lucrative global technology bandwagons.
- Paul Smith
- Exclusive
- Funding
High-profile founders cash in as tech investor confidence returns
Big funding rounds are returning to the Australian tech centres and Local Measure and Darwinium are the latest to raise without hurting their valuations.
- Paul Smith and Tess Bennett
AirTrunk flags new Osaka data centre as it eyes $10b-plus IPO
The announcement comes in the midst of a purple patch for the firm, and the sector more generally, buoyed by the soaring demand for cloud computing.
- Nick Lenaghan
Telstra seals $267m Versent deal to boost digital services
Analysts say the deal gives Telstra access to a workforce with expertise in highly sought after areas of cloud, security, digital and data services.
- Jenny Wiggins and Tess Bennett
- Opinion
- Chanticleer
Telstra flexes M&A muscle to grow in consulting
The telco is always hard to beat when it wants something. This time it is cloud consulting business Versent, which has 500 employees.
- Anthony Macdonald
September
Amazon to invest more than $6b in AI startup Anthropic
Anthropic will get access to Amazon’s computing power and the funds needed to help it cover the huge costs required to train and run massive AI models.
- Ed Ludlow, Matt Day and Dina Bass
Five ways to beat the odds on digital transformation
Around 70 per cent of digital transformations fail to deliver. Here’s how to make sure your company beats the odds.
- Michael Schniering
- Analysis
- Digital Transformation Leaders
How Digital Transformation Leaders entrants are assessed
Leading digital transformation entrants submit a clear set of initiatives and outcomes.
- BCG Team
Energy-hungry data centres can also be a source of power
The facilities use a lot of energy, but could also be tapped as a local power source for buildings or precincts – if Australia’s laws allow it.
- Michael Bleby
August
NextDC plans nearly $1b spend on data centres as AI wave looms
The Brisbane-based company told shareholders it had signed the largest amount of new contracts in its history during the past financial year.
- Tess Bennett
July
- Opinion
- Chanticleer
The one word AI believers didn’t want to hear from Microsoft
Chief executive Satya Nadella was selling the artificial intelligence revolution hard on Wednesday. But the pay-off remains a little further away than investors may have expected.
- James Thomson
SAP invests in new Aussie facility to target critical infrastructure deals
The Australian arm of German software giant SAP has opened a new sovereign cloud computing facility, at an undisclosed location, to meet increased demands from government agencies and some companies.
- Tom Burton
Tech firm looks to Nasdaq as ASX knocks back another crypto IPO
The ASX has knocked DSS from listing on the local bourse because the company data storage provider uses underlying blockchain technology.
- Jessica Sier
The ASX minnow whose shares have surged 70pc this year
ASX minnow Dropsuite’s share price has risen almost 70 per cent this year, making it one of the best performing software stocks on the ASX, and analysts say it could triple.
- Tess Bennett
June
- Exclusive
- Infrastructure
Microsoft to build $1.3b Sydney data centre
Microsoft is pushing ahead with construction of a major data centre in western Sydney months after a separate one was blocked by local councils.
- Campbell Kwan
- Exclusive
- Commercial real estate
AirTrunk to develop new regional data centre in Hong Kong
The data centre operator wants to tap the extra demand for cloud computing arising from artificial intelligence, and says Hong Kong’s proximity to China is an attraction.
- Michael Bleby
May
Tax leak scandal puts PwC’s 2026 census hopes in jeopardy
The firm’s chances of winning for a second time the contract to run the online 2026 census have dimmed as procurement rules will take ethical conduct into consideration.
- Tom Burton and Edmund Tadros
NextDC raising $618m for Asia data centre dream
NextDC has embarked on raising $618 million to fund its expansion into New Zealand and Malaysia.
- Tess Bennett
