AU AI / DC / startup watch — standing log
AU AI / DC / startup watch — standing log
Directive (Young, 2026-09-15): continue watching AI, datacentres and AU startups alongside Eva's desk. Living note, appended on each watch cycle. Auto-synced to vault (mirror cron).
Baseline (from the 2026-09-15 deep dive)
- DC: 67 GW queue vs ~6 GW expected; 11 real projects; 34 TWh by 2035-36 central case
- AI startups: $5.48B AU VC 2025; Sydney #26 globally; VIC overtook NSW; health AI flagship; Firmus ASX IPO = sentiment test
- Watch-list established: AEMO ISP/ESOO updates, AEMC DC connection rules H2-26, NSW water politics, QLD CopperString, Firmus IPO
Log entries (newest last)
2026-09-15 21:20 — baseline set
Baseline locked from deep dive. Next scheduled scan: 2026-09-18 (interim pulse) and 2026-09-22 (firm monthly check unless something breaks). Eva's desk feeds awaited for the merged watchlist variant.
"AI Core" — Verification Note (Tam lane)
Question: has Canonical released a product or component officially named "AI Core"?
AU data centres & energy + AU AI startup landscape (for Eva's desk)
Requested by: Young (2026-09-15): pair Tam with Eva. Tracker task-663d81b0. Split honoured: Eva = market angle/desk feeds; Tam = public evidence. Two notes in one file here (companion lanes).