Nvidia signs 2GW Australian AI deal with no power plan
On 9 September 2026, Nvidia published a press release naming eight Australian data centre operators: Firmus, Sharon AI, IREN, Megaport, ResetData, CDC, NEXTDC and AirTrunk.
Models, agents and answer engines, and what they do to attention, budgets and jobs.
Matthew Prince's company used freshness, traffic quality and change information from roughly 1% of its infrastructure, surfacing hundreds of millions of previously unindexed URLs with OAI-SearchBot controls separate from GPTBot.
On 9 September 2026, Nvidia published a press release naming eight Australian data centre operators: Firmus, Sharon AI, IREN, Megaport, ResetData, CDC, NEXTDC and AirTrunk.
Our 8 September piece covered ChatGPT's self-service ad offering. Two things have changed since then, and they change the shape of the market rather than just its size.
OpenAI stopped accepting new sign-ups and upgrades to its $200-a-month ChatGPT Pro plan on 10 September 2026. The pause covers every path into the $200 tier: upgrades from Free, Go, Plus and the $100 Pro plan, including promotional redemptions.
Seven China-based AI labs ran coordinated networks of fraudulent accounts to harvest approximately 200 million Claude conversations, using the outputs to train competing models at a fraction of normal R&D cost, according to Anthropic's September 2026 Threat Intelligence Report.
Eighty-three per cent of Australian marketing organisations sit at the early-to-mid stages of AI maturity, and none of the 126 CMOs and senior marketing leaders surveyed reached either of the benchmark's top two levels. That ceiling is worth sitting with.
Australia has 162 operational data centres carrying roughly 1.4 gigawatts of IT load as of March 2026, a figure forecast to reach 3.2 GW by 2030.
Nvidia agreed to pay US$12.9 billion for the open-model hub used by 18 million developers, says its chips will not be required to use it, and expects the deal to close in the first half of 2027.