Insights
Notes from the substation to the token.
Short, technical pieces on what actually decides whether AI capacity gets built in Australia: transmission, rack density, hardware generations and where the model runs.
Why the next AI hall is designed at 250 kW per rack.
Vera Rubin racks draw 190–230 kW and Rubin Ultra is heading for 600 kW. A data hall designed at 150 kW per rack in 2026 is obsolete on the day it energises. What a 250 kW design point changes.
READ →Power · 2026-09-18Australia's data-centre gap is power, not demand.
Victoria carries 9 GW+ of planned data-centre capacity and expects ~0.7 GW online by 2030. The gap is transmission connection, contingency limits and terminal-station capacity — not customers.
READ →Enterprise AI · 2026-09-18Why enterprises are bringing LLMs inside their own network.
Data sovereignty, IP retention, predictable cost and latency are pushing Australian enterprises from public AI APIs to on-premises and private-cloud LLMs. What changes, and what it takes to run.
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