inashanu.Decision-intelligence research studio
Sample

Australian data centres: interactive market explorer

Companion to the inashanu Australian data centre market model. Every figure on this page is recomputed in the browser from the workbook formulas at load. Each one carries four things: the workbook cell that governs it, the basis on which it is measured, the publisher behind it and that publisher's as-of date. Select any figure to read all four. Where publishers disagree, each figure keeps the basis its own publisher measured it on and the page states the distance between them.

Dossier compiled 17 September 2026 Workbook build 22 September 2026 Scenario selector Assumptions cell C4 Measurement basis Basis_Registry

Scenario
Matches the published workbook
Market sizing · capacity to 2030

Operating capacity to 2030, with one measurement basis on the axis

Three 2030 anchors grown from the 2025 operating base. Four houses publish a megawatt count of Australian data centre capacity for 2025 and no two of them count the same megawatts, so this chart holds one basis at a time and refuses a second.

Basis on the axis

Sources and method
Assumption workbench

Move a driver and watch the outputs move

Each control below is a workbook input cell. The outputs recompute from the same formulas the workbook holds. While every control sits at its published value the outputs equal the cells they name; move one and the outputs are labelled as a reader's scenario for as long as it differs.

Capacity by metro

Where the megawatts are, and where the announced ones would go

Operating megawatts are commissioned capacity on the national operating IT load series. Pipeline megawatts are what a developer has announced for a project. Those are two measurements, so they are drawn on two axes and the crossing between them is stated as a ratio.

Basis on the axis
Metro Operating MW 2025 Under construction MW Planned MW Pipeline ÷ operating
Sources and method
Measurement

Four counts of Australian capacity in 2025, and no published bridge between them

Each row is a megawatt figure for the same country in the same year. They are set out as a table and not as a chart because a shared axis would assert a comparability that no publisher supports.

Basis2025 MW What it countsPublisher and as-of date

Sensitivity

Which driver moves 2030 the most

Each driver is varied alone between its low and high value, against its own model base. Every bar is a change in megawatts of operating IT load, so the four are comparable with each other.

Swing in 2030 operating megawatts, driver varied alone.
DriverLowHigh 2030 at low2030 at high Swing MWModel base
Sources and method
Revenue

Two revenue measures, one axis at a time

The published series counts hosting and data-processing services revenue on the ANZSIC classes. The upper bound prices every operating megawatt at retail colocation rates. They measure different things and the distance between them is the size of what the ANZSIC scope leaves out.

Basis on the axis

Sources and method
Pipeline

The project universe, filterable and sortable

The bars and the tiles above are summed from these rows at load, so the chart and the table cannot part company. Two rows disclose no megawatts and contribute nothing to any total.

Basis: megawatts of announced project capacity, on each source's own statement of a project's IT capacity.
Status at September 2026 Source

Land

Data centre land comparable sales by precinct

Ten transactions from December 2024 to November 2025, against a 2021 benchmark on the same measure. Powered land is pricing away from general industrial land.

Sources and method
Competition

Who owns what

No house publishes an audited share of operational megawatts, so the operating figures here are triangulations and are flagged as estimates. Conflicting transaction multiples are shown on both bases with the basis named against each.

Ownership Australian operating MW Markers
Sources and method
Reconciliation

Every figure on this page against the cell that governs it

#Figure PublishedRecomputed here Governing cellAgreesBasis

Register

Sources cited on this page

Numbered to match the workbook Source_Log and the research dossier. Each entry carries the publisher and the date the publisher put on the work. A page that can change without this page changing carries a retrieval date instead, labelled as one.

SourcePublisherAs-of or retrieval date What it evidences here
Register

Data gaps behind the figures on this page

What could not be verified, and what would close it. A figure that depends on one of these rows names the row.

#Gap What it affects hereWhat would close it