Weekend Edition: The AI race. Build fast. Build big.
Friday 29th August 2025Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.Ten years ago Robin Khuda had a vision that data centres needed to be much bigger. Hyper-scaling, as they call it. Back then there was about 400 megawatts of capacity in Australian data centres, and three or four gigawatts across Asia-Pacific & Japan. Today, AirTrunk has two gigawatts portfolio of hyperscale data centres, with big expansion plans across the region. They are attracting big money to fund this expansion, which is…
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