Browsing Tag
Brisbane
24 posts
Anthropic secures 2.16GW Australian data-centre capacity as AI infrastructure race spreads
Anthropic has signed its first Australian data-centre lease covering a planned 2.16-gigawatt campus near Brisbane, underscoring how frontier artificial-intelligence companies are increasingly treating electricity, land and regulatory certainty as strategic inputs.
Costco chooses Brisbane Airport for fourth Queensland warehouse in A$145m investment
Costco is investing over A$145m in a Brisbane Airport warehouse, testing whether its membership model can keep scaling through destination retail growth.
Megaport (ASX: MP1) slips as August 20 results test A$827m AI bet
Megaport’s A$4.2bn value rests on an A$827m AI bet. August 20 results must prove its core network can fund the transformation.
Supply Network (ASX: SNL) lifts FY2026 profit 19% to A$47.7m as final dividend rises to 44c
Supply Network exceeded its annual revenue growth target and lifted profit faster than sales, but its premium ASX valuation makes continued market-share gains the next test.
Vera Therapeutics wins FDA approval for Trutakna as VERA stock jumps
Vera Therapeutics wins FDA approval for Trutakna as VERA stock jumps. Read how launch execution, pricing and full approval risks shape the next phase.
AnteoTech sharpens Ultranode 95 battery case as ASX:ADO seeks commercial proof
Find out how AnteoTech’s Ultranode 95 battery validation and Japan diagnostics push could shape ASX:ADO’s next commercial test.
ASX:ADO has battery buzz again, but can AnteoTech turn it into revenue?
ADO has battery validation, Japan distribution and separator deals. The harder test is whether retail excitement becomes commercial revenue.
Megaport (ASX: MP1) surges 28% on $254m AI compute contracts: What comes next
Megaport said AI was the future. Today it signed $254 million of proof. The harder question is whether August's result can hold the re-rating.
REA Group (ASX: REA) shares jump as Q3 FY2026 result lifts cost guidance and confirms residential recovery
REA Group fell 9.6% on H1 results in February. Today's Q3 print rewrites that thesis. Listing volumes are back, yield is at 14%, costs are being held.
TechnologyOne (ASX: TNE) shares climb ahead of H1 FY2026 result as SaaS+ and AI thesis builds momentum
The Australian SaaS sell-off shed $1 trillion globally. TechnologyOne just upgraded guidance to 18-20% PBT growth. Either the market is wrong, or TNE is.