Nvidia signs eight Australian data centre partners for up to 2GW of AI capacity by 2027

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Nvidia has signed eight Australian data centre and cloud companies to build what it calls AI factory capacity, in an arrangement the chipmaker says could support up to two gigawatts of AI compute in Australia by 2027.

The partners named in the announcement are Firmus, Sharon AI, IREN, Megaport, ResetData, CDC, NextDC and AirTrunk. IREN’s Bundey campus in South Australia is an 800MW site.

CDC says it operates more than 550MW across Australia and New Zealand with a further 800MW under construction. No capital figure is given for the programme as a whole.

An AI factory, in Nvidia’s usage, is a full-stack arrangement rather than a building: facilities, compute, networking, software and reference designs built around its DSX platform and the CUDA ecosystem.

That definition is doing commercial work. It converts a set of independent Australian landlords into deployments of one company’s architecture, which is the point of the exercise...

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