THE LEDGER
MKM-R-2026-014New edition: The State of Mid-Market Transformation 2026
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Featured perspectiveMKM-P-2026-034

Australia’s data-centre boom is becoming an infrastructure problem

Capital is not the constraint. The constraint is finding sites where the power, water and connectivity already exist.

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03 — Current thinking

What we are prepared to be wrong about, in public.

Five standing positions. Each one is a claim we have filed evidence against, and each one is something a room has argued with us about. They change when the record does.

The room usually argues about which programme to add.

214 programmes reviewed · no counterexample yetMKM-P-2026-031
Positions are reviewed each quarter against the ledger.All perspectives
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