NVIDIA Expands AI Infrastructure Capacity in Partnership With Australia’s Data Center Ecosystem

GlobeNewswire said Firmus, Sharon AI, IREN, Megaport, ResetData, CDC, NEXTDC and AirTrunk will work with NVIDIA on the Australian capacity expansion. The partners are expected to deliver up to 2 gigawatts by 2027, aimed at demand from AI laboratories and AI-native startups.

The announcement adds an Australia-focused infrastructure leg to NVIDIA’s broader AI ecosystem strategy. It does not disclose customer contracts, investment amounts, deployment milestones or the portion of the buildout that would use NVIDIA hardware, so the 2027 capacity figure is a stated potential scale rather than booked revenue.

For NVIDIA, the mechanism is infrastructure demand: more data-center capacity can support additional deployments of its accelerated-computing systems. IREN is one of the listed partners; its latest reported fiscal-year revenue was $707.0 million, up 41.1% year over year, but it also reported a -99.4% net margin and diluted EPS of $-2.22. Megaport, NEXTDC and the other named operators could benefit from additional connectivity or hosting activity, though the announcement does not assign economics among them.

The release does not establish timing beyond the 2027 target or identify committed end customers. It also does not quantify NVIDIA’s expected revenue, the partners’ capital requirements or the commercial terms, leaving the near-term financial impact uncertain.

The next evidence points are partner disclosures on signed capacity, capital spending and deployment milestones, followed by NVIDIA’s next earnings update for any commentary on data-center demand and regional infrastructure constraints. For IREN, subsequent results should show whether AI-related infrastructure activity is translating into revenue while the company addresses its reported losses.