Yesterday
Firmus’ Oliver Curtis set for green light to run ASX-listed company
The convicted insider trader has been given informal clearance by the exchange to stay on the board after the artificial intelligence firm’s blockbuster IPO.
‘Don’t panic’: Data centres claim their power needs are overstated
Phantom demand is making the pipeline of data centre electricity connections look scarier than it is, industry says as it faces new rules to make it pay.
NextDC ices $500m data centre bond deal after pricing disappoints
Shares fell more than 6 per cent after the Craig Scroggie-led company, the country’s largest listed operator, decided to push back its approach to debt markets.
The Sydney suburbs that will house $52b of power-hungry data centres
The NSW Government wants to make data centres pay for their own water and electricity infrastructure. In the meantime, it’s putting 15 in the fast lane.
This Month
Canberra wants Tomago saved – just not all on its dime
Australia needs to avoid indulging in political slush funds dressed up as “industrial policy” and pivot towards a smarter, future-looking strategy.
Australia must choose the right metric to tax the digital economy
The three theories of value – activity, intellectual property, infrastructure – that the government could use to determine taxation must be closely examined.
Smelters v software: The high-voltage battle for votes and dollars
Would it be better to free up electricity from smelters to invest elsewhere? Or can we have both?
$52b needed to build Asia-Pacific digital hub: Deloitte
Money from private investors and government corporations will be needed to build more data centres, clean energy supplies, sub-sea cables and water utilities, the consultant says.
Firmus tees up non-deal roadshow around the globe ahead of IPO
The company’s management is scheduled to meet with potential investors across the US, UK and Asia, as well as make domestic pit stops.
Labor’s data centre rules spur fears billions could flow elsewhere
Operators of the infrastructure needed for artificial intelligence and cloud computing are worried the expectations are too vague and could push investors away.
From population bomb to AI boom: why the doomers keep getting it wrong
If we can get more efficient at producing things at a faster rate than we grow, the finite resource constraints aren’t actually a constraint at all.
Labor lays down energy, water ground rules for data centre boom
Amid growing global angst about the electricity and water demands of the AI-fuelled data centre boom, Australia plans to impose new “expectations” on developers.
SoftBank planning massive $700b data centre in Ohio
SoftBank plans to build an AI computing complex, capable of drawing 10 gigawatts of power, at a former uranium enrichment complex in Ohio.
Firmus’ IPO ambitions puts Oliver Curtis’ redemption to the test
In a free market, the ultimate arbiter of the technology company co-founder’s character will be the prospective investor.
Oliver Curtis on Firmus: From prison barber to AI billionaire
Amelia McGuire and Anthony Macdonald on whether Firmus is the ‘real deal’ and how co-founder Oliver Curtis is struggling to leave his past behind.
From conviction to connection: Inside Oliver Curtis’ $6b shot at redemption
His $6 billion start-up has powerful backers convinced it’s on track to AI factory riches. But is a man with a conviction for insider trading the right guy to lead it?
From Newcastle to Nvidia: meet Australia’s newest data centre titan
Josh Payne counts Microsoft as his biggest customer and Jensen Huang as an investor and believer in his young company’s ambitions as a computing hyperscaler.
Nvidia’s supply crunch gives it ultimate market power – only for now
The chipmaker’s chief executive Jensen Huang gave an annual keynote address full of theatre. But it left open questions about growth, competition and threats.
Another IB team catches a ride with 2026’s hottest IPO
Sources told Street Talk that Morgan Stanley was brought into the tent earlier this month after the owners decided to appoint another bank.
Data centre fit-outs business Alliance SI boots up for sale
It was placed on the auction block after lifting revenues by 58.9 per cent to $69.9 million in the 2025 financial year.
