$GOOGL making moves in Australia 🇦🇺
This partnership lets Google efficiently connect cable landing stations to large data centers and AI clusters (primarily Sydney and Melbourne)
A major enabler for Google to deliver more secure and reliable cloud/compute services in Australia 👀
$CIFR CEO Tyler Page teases future behind-the-meter on-site generation for Cipher Digital 👀
“Hyperscalers and neoclouds are looking for ways to get power faster. The easiest way in a lot of cases is tapping the pipeline by our property and generating our own electricity.”
@LandoInvests@PSInvestor It’s not small. Everyone starts somewhere. You’re 19 with a great head on your shoulders. By the time you’re 25 you will be enjoying the fruits of your hard work financially and educationally with all of this experience.
$IREN new 800 megawatt data center campus in South Australia positions the company as a compute leader across APAC 🇦🇺
• Anthropic: partnership with the Australian government to expand compute
• Microsoft: $18 billion commitment to expand their cloud infrastructure down under
The largest individual data center contract in Australia’s history is for 555 MW
Huge opportunity for IREN in their home country
NEWMARK: AI DATA CENTER DEMAND COULD REQUIRE 250 GW OF INFERENCE CAPACITY
Data center capex projections nearly doubled among the 14 largest publicly owned data center operators to $800B as of Feb 2026
$NBIS $CRWV $IREN are listed in the in the report