NextDC’s 42% plunge puts data centre risks in focus
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NextDC’s 42% plunge puts data centre risks in focus
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A delay to power upgrades at a Melbourne site sent NextDC shares tumbling and prompted a sharp cut to its revenue guidance. SBS Finance Editor Ricardo Gonçalves examines what the setback could mean for the wider data centre build-out, with Luke Laretive of Seneca Financial Solutions. Plus, SpaceX reports a 161 per cent jump in quarterly revenue, with AI revenue up nine-fold, as Elon Musk floats a possible merger with Tesla. Tom Kennedy speaks with Dan Ives of Yorkville Ives about the result and the wider AI trade.
In this episode
- What NextDC’s downgrade and share price fall could mean for investors in data centres
- How community opposition and delays to power upgrades could affect data centre projects
- What SpaceX’s results and growing AI revenue mean for the company and Australians with super exposure
- The potential implications of a SpaceX and Tesla merger, and the risks around AI investment, debt and interest rates
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