# AI infrastructure investment

Type: Company

Source: Finance Intelligence Brief — https://getfinancebrief.com/entity/ai-infrastructure-investment
Canonical HTML page: https://getfinancebrief.com/entity/ai-infrastructure-investment

## Timeline

- **2026-10-28**: September quarter CPI release — Quarterly inflation data becomes the next major checkpoint for the RBA's tightening path.
- **2026-09-30**: August CPI release — Monthly inflation data arrives one day after the board meeting, too late to influence the expected hike.
- **2026-09-29**: RBA board decision expected — Economists almost universally expect the cash rate to rise to 4.6 per cent, the highest since November 2011.
- **2026-08**: Unexpectedly hot inflation data released — Last month's stronger-than-expected inflation figures reset market expectations and tightened odds of an RBA rate hike.

## Recent coverage (1 stories)

### RBA to lift cash rate to 4.6% as markets fully price September hike
2026-09-27 07:47:46 · Sentiment: Bearish · Impact: 6/10 · Sources: 2

The RBA is expected to lift its cash rate to 4.6% on Tuesday, the highest since November 2011, with money markets almost fully pricing the move. The decision lands before August CPI and September quarter data, underscoring a hawkish reaction-function shift that will ripple through AUD, bond yields and rate-sensitive equities.
Full story: https://getfinancebrief.com/story/rba-hike-4-6-cash-rate-september-2026

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