Datacenter
Australian Data Centre Market Intelligence
📡 Data sourced from Vera pipeline — last update: 2026-03-22. Market data and signals are continuously collected.
Market Size (2025)
US$4.2B
→ US$9.0B by 2031
CAGR
13.5%
Market value growth
Deployable Capacity
1,428 MW
→ 3,176 MW by 2030
Pipeline (NSW alone)
AU$42B
Under development
Investment Pipeline — Major Commitments
| Company | Amount | Type | Status |
|---|---|---|---|
| AU$20B | APAC AI Hub | At risk (tax) | |
| Microsoft | AU$5B | 9 new sites | Expanding |
| CDC | >AU$4B | Campuses | Active (VIC) |
| NextDC | AU$2.7B | Multi-site | 2026 capex |
| AWS | AU$2B | Govt DC | Advancing |
| NextDC M4 | AU$2B | Melbourne | Approved |
| PGIM | AU$1.2B | Melbourne campus | Phase 1 |
| Firmus | AU$500M+ | AI-focused | Funded |
| WA DC | AU$415M | Enterprise | Planned |
Latest Signals
AEMC proposes new grid connection standards for data centers ≥30MW
AEMC · 2026-03-12
Grid-forming BESS proposed to stabilize hyperscale data centers
pv magazine · 2026-03-17
Macquarie increases lending to fund Sydney AI data centre
SecurityBrief · 2026-02-19
Australia tightening grid rules for data centres
W.Media · 2026-03-16
$1B data centre fast-tracked — planning approval in just 75 days
SMH · 2026-02-23
Energy Minister Bowen: data centres must bring their own green power
AFR · 2026-02-25
Microsoft/Stanwell power deal: AI driving energy partnerships with QLD state generator
Microsoft · 2026-03-16
Data centre power emissions doubled in 5 years
AFR · 2026-03-03
Clayton Utz: proposed reforms for tighter data centre grid connection rules
Clayton Utz · 2026-03-16
Melbourne lord mayor opposes AI data centres citing environmental concerns
ABC News · 2026-02-03
Google warns AU$20B APAC AI/DC hub at risk over 30% corporate tax
DCD · 2026-03-12
NextDC: AU$2.7B capex planned for 2026
AFR · 2026-02-24
DC boom straining power grids; capacity could hit 4.7–7.4 GW by 2035
CEFC/Baringa · 2026-03-20
Stockland/EdgeConneX JV for hyperscaler-ready sites (100MW, power secured)
IPE Real Assets · 2026-03-03
Data Centres Australia peak body formed (AirTrunk, CDC, NextDC, AWS, Microsoft)
Capital Brief · 2026-03-20