NEXTDC Limited

ASX:NXT

NEXTDC Limited

ASX:NXT
TradeAdd trade order Follow Unfollow Set Price Alert
$15.77 (-3.7%)
Last close price
#94
Rank
9
Held by
27
Followers
TradeAdd trade order Follow Unfollow Set Price Alert
Reports (5) My Report Forum Investors
Forum Topics NXT NXT AI Theme playing out?

Pinned straw:
Valueinvestor0909
Added one year ago

Some interesting observations recently.

At 31st December 2022 ---> NextDC contracted Utilisation was 84.2MW ( It took 10 years for NextDC to sell 84.2MW)



c772e6af4bc68d738eb996f4bd8f226b7e2cc4.png


From 31st December to 12th April ( NextDC sold another 35.9MW in 4 months, Remember it took 10 years to sell 84.2MW)

4a682042f6e7a96362cb30b48c389cf73e895a.png


From 12th April to 23rd August ( NextDC sold another 25MW in 4.5 months)

52a41ce16dd83ef50300fad3d0d91f1896440f.png


What has changed? in just 8 months, NextDC almost sold 61MW capacity.

The following article resonates with me. Have a read

https://venturebeat.com/data-infrastructure/how-new-ai-demands-are-fueling-the-data-center-industry-in-the-post-cloud-era/
Valueinvestor0909
Added one year ago

Following slide from nvidia tells us how big DC market will be in future..

e0b26ac17c392f8f435983e256482428a68323.jpeg

9
loshell
Added one year ago

Not quite... the number of deployed GPUs is only directly proportional to floor space and power footprint for a given window of time (being roughly the hardware refresh cycle). It's also not entirely clear how AI-as-a-service vs DIY will play out, but the former means the big players need to build out the DC space, not the NextDCs of this world.

(As an aside, this slide is trying to pimp some of the capabilities of Mellanox who were acquired by nvidia a while back... I would strongly question the world order they're trying to paint a picture of here...)

5