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Enterprise

AI infrastructure spend hits $US765b capital test

AI infrastructure spending is pulling Alphabet, SpaceX and Oracle into fresh equity and debt as investors test a $US765b build-out.

By Soren Chau
Enterprise

AI jobs disruption 2026: Deloitte flags 82 Australian occupations

Deloitte Access Economics flags 82 AI-disrupted occupations as hiring growth in white-collar roles looks set to slow from 1.9% to 0.5% annually.

By Asha Iyer
Enterprise

AirTrunk India investment: $US30b AI data-centre push

AirTrunk India investment plans put $US30 billion into data centres by 2030 as the Sydney-founded operator chases AI demand.

By Soren Chau
Enterprise

SpaceX Google deal: $US920m a month for AI compute

SpaceX Google deal puts a $US920m-a-month price on AI compute as Gemini demand pushes cloud buyers to lock in scarce GPU capacity.

By Soren Chau
Enterprise

Supabase $US500m round tests AI coding's backend bet

Supabase $US500m round shows investors chasing the Postgres backend layer behind Claude Code, Codex and new AI-built apps.

By Soren Chau
Enterprise

Quantinuum IPO raises $US1.68b as quantum bets widen

Quantinuum IPO proceeds hit $US1.68b as public investors back quantum computing before broad commercial use, lifting a thinly followed sector.

By Soren Chau
Enterprise

GitHub Copilot billing turns coding into cloud spend

GitHub Copilot billing now ties AI coding costs to credits, tokens and model choice, forcing teams to budget code generation like cloud spend.

By Soren Chau
Enterprise

GitHub Copilot pricing puts AI coding on a meter

GitHub Copilot pricing now ties advanced AI coding work to credits, forcing software teams to weigh Copilot against cheaper rivals.

By Soren Chau
Enterprise

Enterprise AI rollouts stall as worker confusion outruns strategy

Companies are pushing AI tools on staff before defining strategy — 93% of AI leaders cite culture as the primary barrier to adoption, and workers navigate without governance or measurement.

By Soren Chau
Enterprise

Project Solara reveals Microsoft’s agent-device bet

Project Solara points to Microsoft’s bigger AI plan: enterprise agents running on managed devices, not only inside Windows.

By Soren Chau
Enterprise

Entry-level ad jobs vanish in Australia’s AI hiring reset

Entry-level ad jobs are down to 1% of vacancies as AI and cost pressure push Australian employers toward senior hires.

By Asha Iyer
Enterprise

CBA AI costs warning shifts Australia’s enterprise debate

CBA AI costs warning puts token spend, work slop and governance at the centre of Australia’s enterprise AI rollout for major companies.

By Soren Chau
Enterprise

Blackmagic Design 2026: pro video becomes a platform

Blackmagic Design has built a global post-production platform from Melbourne by tying free software, paid Studio tools and cameras into one workflow.

By Soren Chau
Enterprise

Hyperscaler AI debt: $662B in hidden data centre liabilities rattles credit markets

Amazon, Microsoft, Alphabet, Meta and Oracle have raised hundreds of billions in debt to fund AI infrastructure. Credit derivatives markets are now pricing in the risk — and $662 billion in off-balance-sheet data centre commitments is only beginning to surface.

By Soren Chau
Enterprise

Microsoft Copilot super app unifies AI tools as adoption lags

Microsoft is building a Copilot super app to unify its AI tools as enterprise adoption of the company’s flagship AI features sits below 4.5 per cent.

By Soren Chau
Enterprise

Cursor AI explained: why developers use it in 2026

Cursor is an AI-native code editor built on the Visual Studio Code foundation that combines autocomplete, codebase search and agent-style editing in one workspace.

By Soren Chau
Enterprise

Download OneDrive 2026: Windows and Mac setup guide

How to download OneDrive safely in 2026 from Microsoft's official Australian page and set it up on Windows or Mac, including the split between personal and business accounts.

By Soren Chau
Enterprise

Snowflake's $6bn AWS bet shows who powers enterprise AI

Snowflake AWS deal lifts guidance, but the bigger signal is how enterprise AI growth is binding data platforms more tightly to hyperscaler compute.

By Soren Chau
Enterprise

Shadow AI data risk: Okta finds 52% use unapproved tools

Shadow AI data risk is moving from policy decks into security logs, with Okta saying 52% of workers use unapproved tools.

By Soren Chau
Enterprise

ASX technology spend rises as CHESS overhaul rolls on

ASX will lift capital spending to as much as A$200 million as the exchange pushes ahead with CHESS-era technology upgrades and market-infrastructure work.

By Soren Chau
Enterprise

AI workplace disputes expose Australian HR gaps in 2026

AI workplace disputes are adding cost for Australian employers as generative tools make complaints faster to draft and harder to triage.

By Soren Chau
Enterprise

CDC $1b hybrid raise follows 555MW AI data-centre deal

CDC’s $1 billion hybrid raise follows a 555MW customer contract, showing how AI data-centre demand is reshaping infrastructure finance in Australia.

By Soren Chau
Enterprise

Huawei chip claim tests US sanctions, Apple and Nvidia

Huawei chip claims point to a design workaround, not clear node parity, as Apple and Nvidia face a harder China market.

By Soren Chau
Enterprise

Threat to WiseTech CEO deepens backlash over 2,000 job cuts

WiseTech's AI-led overhaul has become a governance test after reports chief executive Zubin Appoo received a threat of violence during a planned 2,000-role restructure.

By Soren Chau
Enterprise

CBA AI job losses warning pushes banks into workforce planning

CBA AI job losses warning has turned generative AI into a live workforce-planning issue for Australian banks and a policy test for Canberra.

By Soren Chau