Players
Who is building, and at what MW state
Majors are established colo and hyperscale landlords. Juniors are AI-factory and floating specialists. Announced pipeline is not built capacity. AirTrunk is a major — Australian-founded hyperscale, not a junior. Airtree Ventures is not an operator.
Majors
NEXTDC · Equinix · AirTrunk · CDC · Macquarie
Carrier-neutral colocation and wholesale
LIVENEXTDC
Sydney, Melbourne, Brisbane, Perth, Canberra, Adelaide, Darwin, Sunshine Coast, Port Hedland, Newman; Geelong in progress.
- Built MW
- 288
- Announced / pipeline
- 3030
- Confidence
- High confidence
FY26 results (30 June 2026): built 287.9 MW; 537 MW in progress; contracted utilisation 740 MW. 3,030 MW is operator 'total IT power' pipeline, not built capacity. M5 Melbourne is in planning for up to 1.2 GW. Announced pipeline ≠ energised MW.
International Business Exchange colocation and interconnection
REQUIRES VERIFICATIONEquinix
Sydney (SY series), Melbourne (ME), Canberra (CA1), Perth (PE).
- Built MW
- Not extracted
- Announced / pipeline
- —
- Confidence
- Moderate confidence
No independent built-MW census extracted in v0.1. Equinix publishes interconnection and IBX counts, not a DataSentinel MW ladder. Do not invent campus totals.
Hyperscale wholesale campuses for cloud and AI providers
LIVEAirTrunk
Three Sydney campuses, two Melbourne campuses. Founder Robin Khuda.
- Built MW
- Not extracted
- Announced / pipeline
- 1239
- Confidence
- Moderate confidence
Operator-stated campus capacities: SYD1 121 MW+, SYD2 158 MW+, SYD3 330 MW+, MEL1 276 MW+, MEL2 354 MW+ (Dec 2025). Sum ~1.24 GW is announced/planned deployable campus capacity, not a built or energised census. SYD3 is in phased construction/expansion.
Sovereign / government-weighted colocation
REQUIRES VERIFICATIONCDC Data Centres
Canberra, Sydney, Melbourne, Perth. SMAP cable-landing adjacency stated in industry coverage.
- Built MW
- Not extracted
- Announced / pipeline
- —
- Confidence
- Moderate confidence
No independent built-MW total extracted. The 1.6 GW Southgate figure is a Firmus+CDC initiative statement, not CDC built capacity.
Sovereign-leaning colocation
REQUIRES VERIFICATIONMacquarie Data Centres
Canberra (IC1/IC2/IC3), Sydney.
- Built MW
- Not extracted
- Announced / pipeline
- —
- Confidence
- Preliminary
No independent MW census in this seed. Do not copy marketing totals.
Juniors / specialists
Firmus · Mousterian
Junior is an operator class, not a judgement of ambition. Firmus has gigawatt-scale announcements. Mousterian has a 50 MW floating unit and no Australian project.
AI factory / neocloud
REQUIRES VERIFICATIONFirmus
Tasmania (Launceston, George Town / Long Reach, Wesley Vale proposed). Mainland via CDC (Sydney, Canberra, Melbourne, Perth stated). South Australia campuses announced (Tailem Bend, Stirling North).
- Built MW
- Not extracted
- Announced / pipeline
- 1600
- Confidence
- Preliminary
Junior in operator class, not in ambition. Project Southgate 1.6 GW through 2028 is an initiative statement. Sep 2026: contracted capacity above 900 MW including Malaysian OpenAI capacity — not Australian energised MW. SA 2.7 GW and Tasmania 288/104/52 MW are announced/proposed. Built IT MW is not independently extracted.
Water-adjacent and floating data centres
LIVEMousterian
No Australian project in this seed. Australian pads are screened as candidates only.
- Built MW
- 0
- Announced / pipeline
- 50
- Confidence
- Moderate confidence
50 MW is a published unit size, not an Australian MW. Project Zeus (~500 MW Houston) and Sandpiper (~860 MW San Jose) are US plans. Zero Australian energised MW.