Key Highlights:
- Record-Breaking Growth: NEXTDC has contracted more new business in the past 12 months than in the entire previous decade, marking a year of unparalleled success.
- Expansion Plans: The company is set to more than double its installed and billing capacity as it delivers contracted orders under construction.
- Historical Pipeline: NEXTDC is working through the largest pipeline in its history, with a record number of MW-scale deals actively under negotiation.
- AI and Digital Infrastructure: Positioned at the forefront of the Fourth Industrial Revolution, NEXTDC is addressing the growing needs for computing power and digital infrastructure fueled by advancements in AI and cloud computing.
Strategic Overview: Innovation and Megatrends Driving NEXTDC’s Future
Artificial Intelligence:
- AI is experiencing a surge in investment and industry adoption, with US$100 billion being invested by major hyperscalers in AI and data centres in the past six months alone. AI is transforming business models and driving demand for resilient digital infrastructure.
- NEXTDC’s Role: NEXTDC is uniquely positioned to support the rapid scaling of AI through its hyperscale data centres and purpose-built infrastructure designed to meet the high demands of AI workloads.
Cloud and AI Impact:
- IDC forecasts AI will contribute US$19.9 trillion to the global economy by 2030, driving substantial growth in the infrastructure sector.
- NEXTDC’s Advantage: The company is strategically located in Australia and the broader Asia-Pacific region, able to quickly scale infrastructure to meet AI demand.
The Backbone of Digital Acceleration: NEXTDC’s Infrastructure
Hyperscale Data Centres:
- NEXTDC’s data centres are designed to support AI’s need for vast computing power, low latency, and secure connectivity, ensuring businesses can scale and innovate with operational certainty.
- Liquid Cooling Technology: The company is a leader in energy-efficient liquid cooling solutions, enhancing performance and efficiency for next-generation AI workloads.
AXON Platform for Cloud and AI:
- NEXTDC’s AXON Network-as-a-Service platform enables seamless interconnection, providing businesses with the speed, agility, and connectivity needed to thrive in an AI-powered world. It supports AI workloads and the retrieval-augmented generation (RAG) of data from diverse sources, vital for AI models to make accurate, real-time predictions.
AI’s Booming Future in Australia
- Australia’s Growing AI Market: Statista projects A$4.8 billion in AI market size in 2024, with continued growth expected at nearly 29% CAGR through 2030.
- Strategic Alliances: NEXTDC is driving Australia’s participation in the global AI revolution, becoming the first Australian data centre operator certified under NVIDIA’s DGX “AI Factory” standard, positioning itself at the cutting edge of AI infrastructure.
Milestone Achievements and Awards
- Award-Winning Innovation: NEXTDC has been honoured with the 2024 Frost & Sullivan Best Practice Award for Australian Data Centre Services Company of the Year, marking its fourth consecutive win. This recognition highlights NEXTDC’s leadership in delivering AI-ready infrastructure for hyperscale and enterprise clients.
- Energy-Efficient Infrastructure: NEXTDC is at the forefront of energy-efficient data centre operations, using direct-to-chip liquid cooling to ensure peak performance for AI workloads with minimal energy overhead.
The Next 10 Years: Laying the Foundation for the Future
- As NEXTDC continues its role in powering the digital economy, it is set to be a major player in the data centre market, expected to exceed US$1 trillion globally by 2030.
- Bill Gates’ Vision: Reflecting on the long-term perspective, NEXTDC is preparing not just for the next year, but for an extraordinary future that will redefine what is possible in the digital age. With its growth trajectory and technological innovations, NEXTDC is positioned to lead in the transformative age of AI.
NEXTDC’s 2024 AGM reflects a pivotal moment in its evolution, positioning the company at the heart of the digital infrastructure needed to support AI and cloud computing growth.
