Telco Analyst - VibeWire Magazine

Orange, MDM and Equitix Launch Joint Venture to Develop PISCES Cable System

Telco Analyst
October 19, 2026
0

PISCES Cable System Ltd Orange Equitix MDM Subsea EU CEF Digital (€48.4M)European Digital Sovereignty
In mid-October 2026, French telecommunications operator Orange, global infrastructure investment manager Equitix, and Irish subsea engineering spec…

NextDC warns of Melbourne M3 data centre delay due to power supply crunch

Telco Analyst
October 19, 2026
2

Power supplies to NextDC’s controversial M3 data centre expansion in Melbourne had been delayed, the developer said on Monday, as trading in its shares was halted pending an update on the potential hit to its balance sheet.

Microsoft pulls out of UK’s largest AI data centre

Telco Analyst
October 19, 2026
0

A tech company has said it still plans to build the UK’s largest AI data centre despite Microsoft pulling out of the project.

Ukraine reports Starlink restrictions affecting military operations

Telco Analyst
October 15, 2026
0

The Guardian reported that Ukrainian forces had experienced a sudden reduction in Starlink access, hampering long-range missile strikes.

AI Token Exports: A New Opportunity to Boost Australia’s Economy

Telco Analyst
October 15, 2026
2

Australia could generate new export revenue by selling artificial intelligence services to the world.

Second data centre giant proposed for Wagga Wagga as IREN unveils 900MW Redbank plan

Telco Analyst
October 14, 2026
0

The Nasdaq-listed AI cloud provider says it expects to spend more than $10 billion on the project, called Redbank, which would be built in stages over six to eight years and target a grid connection in 2029.

Keppel’s Floating Data Centre: Singapore Goes to Sea

Telco Analyst
October 14, 2026
1

Singapore has too little land, tight limits on new data centre power, and strong demand for capacity. Keppel’s answer is to build offshore, and after several years of concept work the project is now under construction.

Singapore’s Data Centre Sector: Constrained, Costly and Still Central

Telco Analyst
October 14, 2026
0

Looking ahead, the market appears likely to stay tight.

CIAJ Selects SoftBank, IPS, and Shikoku Electric Under Japan MIC’s Subsea Route Diversification Program

Telco Analyst
October 13, 2026
0

Japan MIC / CIAJ SoftBank (Hokkaido CLS) IPS & IPS Pro (Wakayama CLS) Shikoku Digital Gateway Route Diversification
A comprehensive strategic analysis of the Communications and Information network Association of Japan’s (CIAJ) October 9, 2026 se…

Sydney’s Power Crunch Leaves $50bn Data Centre Pipeline in Limbo

Telco Analyst
October 13, 2026
0

Major Sydney projects still waiting on power include Goodman Group’s Eastern Creek development, NextDC’s planned S7 complex, Stack Infrastructure’s SYD1 and AirTrunk’s S4 complex.