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Highlights
Data centre businesses on the ASX 100 draw attention amid expanding global AI infrastructure
NextDC, Macquarie Technology Group, and DigiCo Infrastructure REIT highlighted amid surging demand for digital capacity
Industry analysts note disconnect between share prices and growing private market enthusiasm for AI-driven assets
The Australian tech and infrastructure sector, particularly data centre businesses listed on the ASX 100, is back in focus following heightened activity in global artificial intelligence deployment. Major players including Amazon and other global hyperscalers are driving long-term infrastructure growth, reinforcing the importance of domestic digital capacity expansion.
With large-scale investment flowing into cloud, compute, and networking capabilities, several Australian companies are aligning their operations to match surging international demand for high-performance computing.
NextDC Positioned at the Centre of AI Infrastructure Surge
NextDC Ltd (ASX:NXT) has emerged as a prominent name amid growing enthusiasm for AI-linked infrastructure. The company is developing large-scale data centres to accommodate increased workloads from generative AI and cloud services.
Despite a pullback in its stock price this year, NextDC continues to focus on expanding capacity, including new business growth in Melbourne and recently securing a significant commercial agreement in Asia. The company's forward-oriented capital allocation underscores confidence in accelerating data demand.
As one of the more recognisable names in the Australian digital infrastructure space, NextDC remains a reference point in the sector amid mounting interest from both public and private markets.
Macquarie Technology Group Broadens Footprint with IC3 SuperWest
Macquarie Technology Group Ltd (ASX:MAQ) has maintained a strong operational track record, delivering consistent earnings growth across consecutive reporting periods. While recent share performance has moderated, the company is undertaking expansion initiatives including the IC3 SuperWest data centre project.
The ongoing construction phase may be influencing near-term momentum, but expectations remain centered on additional client agreements as infrastructure matures. The company’s consistent strategic execution places it among the notable tech infrastructure names within the ASX 300.
DigiCo Infrastructure REIT Gains Traction Amid Global Exposure
DigiCo Infrastructure REIT (ASX:DGT) represents a newer entrant into the data centre sector, with operations spanning Australia and the US. As a real estate investment trust, the company provides access to both domestic and offshore digital asset ownership, positioning it to benefit from regional and international AI growth.
Despite a cautious early reception post-listing, DGT remains on the radar due to sectoral tailwinds and structural trends in digital transformation. Its asset base is aligned with cloud service expansion and edge computing, making it a developing story in the broader AI infrastructure narrative.
Tech Sector Sentiment Shifting as AI Demand Broadens
Earlier hesitations surrounding hyperscaler capital expenditure appear to be easing, with sustained demand signals from enterprise and cloud providers. Market watchers note a persistent discrepancy between public equity valuations and buoyant private market deal activity in data centre assets.
The emergence of players from China and ongoing announcements from global tech firms have added fresh layers to competitive dynamics. However, local names remain committed to scaling their infrastructure capabilities in tandem with global trends, reinforcing their relevance within the All Ordinaries and ASX 100 landscapes.
