I highly suggest anyone interested to the potential acceleration in data deal sizing on a historical basis only needs to look at the ABS data from the period on which the network transitioned from 3G to 4G.
As a technology it widely increased data capacity, as of Dec 2017, the average mobile handset consumer was using over 3x the data every month compared to Dec 2014. Similarly, the traffic is roughly 4 x what it was in 2014.
Take into consideration 5G's greater capacity increase than 4G had on 3G, then look at the acceleration of deal sizes from when NXT listed and over the subsequent years and than extrapolate a data growth profile over the 3rd and 4th years of the technology adoption and you can see why they are investing large sums now.
There simply isn't enough hardware investment planned to meet substantial large increases in nominal capacity that a system such as 5G will require when you consider 2023 and beyond.
If you get a chance, go visit a conference or talks regarding cloud computing and applications being considered and you start to get an idea as to the size and scale the industry wants to be in 5-10 years time.
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