Cloud Computing
NEXTDC
Australia's largest independent data center operator, providing colocation infrastructure supporting the country's growing AI and cloud computing demand, comparable in role to Equinix in other markets. NEXTDC reported H1 2026 net revenue of A$189.2 million (up 13% year-over-year) with underlying EBITDA up 9% to A$115.3 million; contracted utilisation increased by 250 megawatts to 667MW as of March 31, 2026 (a 60% jump since December 31, 2025), with its forward order book growing 83% to 544MW and expected to generate over $1 billion in EBITDA.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
2 sources · 77% avg. source confidence
- NEXTDC H1 2026 results / ARN reporting — NEXTDC H1 2026 revenue up 13% to A$189.2M as contracted utilisation surges 137% on AI demand78% source confidence
- Morningstar — NEXTDC's contracted data center capacity jumps 60% in a single quarter on AI/hyperscale demand76% source confidence
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What NEXTDC depends on below, and who depends on NEXTDC above — click any node to make it the new center, 5 levels deep.
Connection type
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The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.