Wednesday 11 November 2026 · Vol. 1 · No. 015 SearchSign inSubscribe
Best Effort

The weekday briefing on Australian telecommunications, data centres and AI infrastructure.

Today's briefing

Wednesday 11 November 2026

  • NEXTDC is under scrutiny on two fronts.
  • Gordon Legal and Shine Lawyers are investigating alleged disclosure failures tied to a stalled Melbourne power line after a 42 per cent share price fall, while Goodman and Digital Realty have disclosed a 9.9 per cent stake.
  • AirTrunk confirmed it is behind the Mickleham campus and a 540MW Kurri Kurri project.
  • An RBA staff note estimates data centre investment has added up to about 0.2 percentage points to annual GDP growth.

Data centres

Two law firms probe NEXTDC disclosure as Goodman and Digital Realty take 9.9%

Gordon Legal and Shine Lawyers are investigating NEXTDC over alleged disclosure failures tied to a stalled Melbourne power line, after the share price fell 42 per cent. Goodman and Digital Realty have since disclosed a 9.9 per cent stake.

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Data centres

Data centre build-out lifts Australian GDP by up to 0.2 points, RBA staff estimate

An RBA staff note estimates data centre investment has grown around 10-fold in three years and added up to about 0.2 percentage points to annual GDP growth once imports are netted off. Industry trackers put the development pipeline at 31 GW (RenewMap) and forecast operational capacity of 3.9GW by 2030 (Data Centres Australia).

4 sources · 2 min read

Also today

2 stories

Carriers & networks

Spark New Zealand holds fiscal 2027 outlook after first-quarter update

Spark New Zealand said its fiscal 2027 outlook is unchanged after a shareholder update on the first three months of the year, pointing to higher mobile service revenue and a 40 per cent rise in iPhone 18 Pro and Pro Max acquisitions.

2 sources · 1 min read