“Fibre Optics Mark II”: Why Data Centres Will Change the World and Bankrupt Their Builders — John Hempton [Compute Series] Australia's most famous short seller on why AI is the most amazing technology of your lifetime yet data centres are the worst business in the world. November 04, 2026
AI Factories in the Outback — Tim Nelson [Compute Series] What would it take, on the energy side, for Australia to build 10 to 15 gigawatts of AI compute by 2030? October 14, 2026
The Geostrategic Case for Compute in Australia — Janet Egan [Compute Series] Australia has a window of "a month or months" to become the second home for major labs' AI training. August 27, 2026
Australia's Plan to Turn Compute Into Sovereign AI — Dr Andrew Charlton MP [Compute Series] Inside the Australian government's plan to climb the AI stack. August 16, 2026