Capex stories
Most firms still judge tech buys on upfront price, even as security, efficiency and long-term value increasingly drive business risk.
Investment in chipmaking tools hit a record USD $36.55 billion in the first quarter as AI demand kept factories expanding.
Operators risk higher costs and fragmented networks unless 6G migration is simplified, with standards still expected in the early 2030s.
Smaller firms' shift towards higher-spec devices is widening Europe's pricing gap, with reseller average selling prices rising far faster than retail chains.
Rising subscription income lifted annual revenue 17% to AUD $819.8 million, even as the Australia business stayed in the red.
Higher costs and a marginal revenue decline left Gartner Australasia with AUD $13.3 million pre-tax profit in 2025, down from AUD $14.0 million.
Data centre work is set to lift future revenue, with PMT booking three multi-million-dollar security contracts in its strongest month to date.
Customers can now buy more predictable storage and infrastructure contracts as the new terms tie costs to availability, performance and recovery.
Businesses can now run larger AI models locally on existing Windows and Linux PCs, reducing cloud costs and keeping sensitive data on-site.
Infrastructure demand and vendor spending will drive most of the surge as AI outlays are set to jump 47% next year.
Outages are now costing Global 2000 firms USD $600 billion a year, as a single incident can wipe 3.4% off share prices.
Higher hardware prices and longer lead times are pushing Australian firms towards private cloud for steadier costs and onshore data control.
Electricity costs at three Yasawa Islands resorts are set to fall as off-grid solar cuts diesel use by about half next year.
A shortage of specialist support is leaving ageing bulk-handling machines at Australian mines and ports at risk of costly export delays.
Weak networks and poor data are leaving most UK AI projects short of returns, as firms keep ramping up spending to avoid falling behind.
Stronger operating cash flow lifted Windcave's year-end cash balance to NZD $108.1 million, even as revenue was broadly flat.
The five-year contract should lift IREN's annualised revenue by about USD $1.94 billion once the Childress build-out is fully commissioned.
Rising flash prices and hardware shortages are pushing enterprises to buy storage-efficiency software sooner, helping StorONE post a record quarter.
Organisations can recoup their outlay in six months, as the study found video management software cut investigation times and lifted productivity.
Rising AI workloads are pushing data centre electricity demand higher, making local power networks a possible fix for strained grids.
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