Nextdc Limited NXT

NEXTDC has seen its share price retreat sharply over the past year, which puts a fresh spotlight on whether today's market value lines up with what its earnings can support. With the stock pulling back, the key issue for you is whether the current price reflects a fair read on the data centre operator's profit power. Over the past 12 months, NEXTDC's share price has fallen 34.9%, which puts recent buyers and long term holders squarely focused on what the earnings profile really...

The proposed buildout exceeds Australia's existing data-center base, but Nvidia disclosed no revenue or ownership economics.

A sprawling new network deepens Nvidia's grip on global AI

Australia's current computing capacity stands at 1.6 GW, meaning the buildout could more than double the country's AI compute

The planned buildout could exceed the country's entire existing computing capacity.

Firmus, Sharon AI, IREN, Megaport, ResetData, CDC, NEXTDC and AirTrunk to Deliver Up to 2-Gigawatt Buildout by 2027, Meeting Surging Demand From AI Labs and AI-Native StartupsNews Summary: NVIDIA is collaborating with Australian NVIDIA Cloud Partners and AI infrastructure partners including Firmus, Sharon AI, IREN, ResetData, Megaport, CDC, NEXTDC and AirTrunk to expand land, power and shell capacity designed to host multiple generations of NVIDIA DSX compute infrastructure.Built on the NVIDIA D

Nextdc Ltd (NXDCF) caps a record year with contracted utilization tripling to 740MW and a robust FY27 outlook, signaling strong AI-driven demand.

Frost & Sullivan is pleased to announce that NEXTDC has been recognized with the 2026 Australia Competitive Strategy Leadership Recognition in the data center services industry for its outstanding achievements in innovation, strategy execution, and customer impact. This highlights NEXTDC's consistent leadership in driving measurable outcomes, strengthening its market position, and delivering customer-centric innovation in an evolving competitive landscape.

New customer contracts lifted NEXTDC's forward order book to 565 MW while guidance remained unchanged through June.

SharonAI Holdings secured a six-year compute agreement with Nvidia to build 72 MW of new data center capacity and scale up to 40,000 Grace Blackwell GB300 GPUs, pushing its total AI factory footprint to 132 MW.

Discover the comprehensive Excel database on the Australian data center market, offering insights into 146 existing and 58 upcoming colocation data centers across key cities like Sydney, Melbourne, and Canberra. This resource delivers in-depth analysis on metrics such as existing and future white-floor spaces, current IT load capacity, and upcoming capacity expansions through 2028. Renowned operators like AirTrunk, NEXTDC, and CDC Data Centres are pivotal in the country's data landscape, fueling

NEXTDC (ASX:NXT) has drawn attention after recent share price moves, with a 6.8% gain over the past week, 14.7% over the past month, and 10.3% over the past 3 months. See our latest analysis for NEXTDC. Looking beyond the latest move, momentum in NEXTDC’s share price has been building, with a 30 day share price return of 14.7% and a 1 year total shareholder return of 30.0%. This suggests investors are reassessing its growth profile and risk. If you are comparing NEXTDC with other data and...

Capital raise, hybrid funding, and S4 expansion align with surging hyperscale and AI-driven capacity demand in Australia.

Australia's NEXTDC said on Monday it plans to raise A$1.5 billion ($1.07 billion) to accelerate the rollout ‌of its S4 Sydney data centre and align with ‌initial delivery timelines. "This ‌is a unique opportunity ⁠to materially expand NEXTDC's contracted capacity and de-risk the company's Western Sydney developments ahead of potential strategic ⁠partnership transactions with private capital partners from 2027," said CEO and Managing Director Craig Scroggie, referring to the capital raise. The data center operator ​said ​pro forma contracted utilisation, the total ​power capacity formally sig