Major
AirTrunk
Hyperscale wholesale campuses for cloud and AI providers.
LIVEModerate confidencePrivate — Blackstone / CPP Investments consortium (2024)
Three Sydney campuses, two Melbourne campuses. Founder Robin Khuda.
HQ Sydney
- Built MW
- Not extracted
- Contracted
- —
- Announced / pipeline
- 1239
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.
Campuses
| Campus | Location | Announced MW | Built MW | Stage |
|---|---|---|---|---|
| SYD1 | Western Sydney | 121 | — | operational 121 MW+ stated. |
| SYD2 | Sydney | 158 | — | operational 158 MW+ stated. |
| SYD3 | Western Sydney | 330 | — | construction / expansion 330–400+ MW campus statements vary by date. Phased. |
| MEL1 | Melbourne | 276 | — | operational / expanding 276 MW+ stated. |
| MEL2 | Melbourne north-west | 354 | — | site acquired / planned 2H 2027 354 MW stated. Not energised. |
Why watch
- The Australian-founded hyperscale platform. Not a junior.
- Western Sydney (SYD3) is the grid-constraint case in miniature — shared-connection BESS announced to ease load.
- APAC expansion (Johor, Osaka, Hong Kong, Saudi, India stated).
What is missing
- Built vs announced split per campus.
- Independent grid-offer status at SYD3 / MEL2.
Related pads: NSW-BOTANY-QENOS-001VIC-ALTONA-QENOS-001
Evidence
- Moderate confidenceProposed
AirTrunk stated five Australian campuses totalling more than 1.2 GW of deployable capacity (SYD1–3, MEL1–2). That is operator-stated campus capacity, not a built census.
AirTrunk · AirTrunk expands Australian platform with MEL2 · published 2025-12-23 · accessed 2026-09-18