COMPANIES · DATA CENTERS

NEXTDC

In the AI Economy Index: overseas-only listing

NEXTDC is an Australian data center operator that leases space, power, cooling and network connections in facilities across Australia, with projects in development or planning in New Zealand, Japan and Malaysia. Customers range from hyperscale cloud providers to enterprises and government.

InfrastructureData centers
What it does

NEXTDC is an Australian data center operator that leases space, power, cooling and network connections in facilities across Australia, with projects in development or planning in New Zealand, Japan and Malaysia. Customers range from hyperscale cloud providers to enterprises and government.

Why it matters

It is building capacity for AI in Australia: it says demand from hyperscale and AI customers drove record contracted capacity in 2026, and it signed a memorandum of understanding with OpenAI for a large AI campus and GPU supercluster at its S7 site in western Sydney.

How it makes money

Charges customers recurring fees for data center space and power, plus interconnection and related services, under multi-year contracts.

Geography

Australia

AI stack position

Data centers and physical infrastructure. The buildings, land, cooling systems, backup power and electrical equipment that physically house AI computing. Every AI model has to run somewhere, these companies build and operate the real-world facilities that make that possible.

Same-layer peers

Same-layer peers share an editorial stack classification. That alone does not establish direct competition.

Earnings

No box score on file.

The Box Score

Connections (1)

Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated. It does not necessarily provide independent confirmation.

Dated or announced (1)

NEXTDC signed an MoU to develop an AI campus with OpenAI
Provides infrastructure toDated / announced
NEXTDC said it agreed a memorandum of understanding with OpenAI to collaborate on planning, developing and operating a hyperscale AI campus and large-scale GPU supercluster at its S7 site in Eastern Creek, Sydney, with first-phase delivery expected, subject to approvals, in the second half of 2027.

Source: 2025-12-05 · reviewed 2026-09-26

Evidence: Primary-source statement · Announced; not confirmed operating

Limits: A non-binding MoU; does not establish a signed lease, contract value, capacity committed by OpenAI, or that the campus will be built as described.

NEXTDC to Join OpenAI in Australia as an Infrastructure Partner ↗

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