Nvidia Partners With Eight Australian Firms for 2GW AI Buildout

M&A · PartnershipProduct / Tech Impact 4
โดย Reuters·AUUS·Read original
Summary · why it matters

Nvidia announced on Thursday that it is partnering with eight Australian data center and cloud companies to expand AI computing capacity in the country, targeting a buildout of up to 2 gigawatts by 2027. Australia's existing computing capacity is 1.6 GW, per Reuters, which cited figures from analysts DC Byte, putting the planned expansion on track to more than double the nation's current load. The eight partners are Firmus, Sharon AI, IREN, Megaport, ResetData, CDC, NEXTDC, and AirTrunk, and they will operate what Nvidia calls AI factories, deployments anchored to its DSX platform that integrate physical infrastructure, compute, networking, software, and reference designs. Nvidia said it will supply the DSX platform, accelerated computing, networking, software, and ecosystem support, and that expanded access to its accelerated computing and Nemotron open models will let organizations including healthcare startup Heidi and software company Atlassian build AI models, applications, and agents for local industries. The partners are at varying stages of buildout: IREN is applying the DSX architecture to its 800-megawatt Bundey campus in South Australia, CDC said its existing footprint across Australia and New Zealand exceeds 550 megawatts with an additional 800 megawatts under development, Sharon AI is deploying up to 68,000 Nvidia GPUs connected with Nvidia Quantum InfiniBand and Spectrum-X Ethernet networking, and Megaport is expanding access to Nvidia accelerated computing through its wholly owned subsidiary, Latitude.sh. Nvidia and two of the partners named in Thursday's announcement, Sharon AI and Firmus, have a prior relationship, having initially been named partners in Nvidia's AI Compute Partnership, a financing program under which Nvidia provided credit backing to cloud providers in return for a share of their revenue; Nvidia stepped away from that program last week after employees raised concerns about antitrust exposure, though the company left open the possibility of restructuring the initiative. Nvidia's AI-related equity holdings reached $99 billion as of late July, up from approximately $7 billion a year earlier.

Impact on stocks 5

Cloud & Digital Infrastructure▲ · 2 stocks
IREN Ltd
IREN
▲ PositiveDemandrelevance

IREN is named as a partner applying Nvidia's DSX architecture to its 800MW Bundey campus in South Australia.

Atlassian Corp Plc
TEAM
▲ PositiveDemandrelevance

Atlassian is cited as an organization gaining expanded access to Nvidia accelerated computing and Nemotron models to build AI applications.

Artificial Intelligence▲ · 1 stocks
NVIDIA Corporation
NVDA
▲ PositiveDemandrelevance

Nvidia is the subject, partnering with eight Australian firms to supply DSX platform, accelerated computing, networking and software for a 2GW AI buildout.

Climate Adaptation & Water▲ · 1 stocks
Industrials▲ · 1 stocks

Theme Impact 10

Off-coverage companies 8

Sharon AIPrivate▲ Positive
Demandrelevance

Sharon AI is a named partner deploying up to 68,000 Nvidia GPUs with Quantum InfiniBand and Spectrum-X networking.

Firmus TechnologiesPrivate▲ Positive
Demandrelevance

Firmus is one of the eight named partners in Nvidia's Australian AI factory buildout and a prior AI Compute Partnership participant.

Megaport LimitedPrivate▲ Positive
Demandrelevance

Megaport is a named partner, expanding access to Nvidia accelerated computing through its subsidiary Latitude.sh.

NEXTDC LtdPrivate▲ Positive
Demandrelevance

NEXTDC is one of eight named partners operating Nvidia AI factories in Australia, expanding its data center AI capacity.

AirTrunkPrivate± Mixed
relevance

Heidi HealthPrivate± Mixed
relevance

Latitude.shPrivate± Mixed
relevance

ResetDataPrivate± Mixed
relevance

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