Question 1

How fast is the Australian data centre market actually growing?

Accepted Answer

The market is on track to more than double, with revenue forecast to rise from $1.8 billion in FY22 to over $4.2 billion by FY27. This expansion is supported by a 25.4% CAGR in total supply volume, including internal hyperscale builds.

Question 2

Which companies are currently winning the race for market share?

Accepted Answer

NextDC and AirTrunk are the primary market leaders, with NextDC projected to reach $1.07 billion in revenue by FY27 behind a 29.2% CAGR. Simultaneously, internal investment from firms like Microsoft and AWS is growing at a rapid 80.2% CAGR, fundamentally shifting the competitive landscape.

Question 3

Is the market becoming more concentrated in specific cities?

Accepted Answer

Yes, Sydney is significantly increasing its market dominance and is forecast to account for 73% of total supply volume by FY27. Total national capacity is expected to reach 2,777 MW by the end of the forecast period, driven by this regional concentration and the rise of hyperscale facilities.

Question 4

What is the outlook for pricing and margins as capacity increases?

Accepted Answer

Increased competition and economies of scale will drive blended pricing per MW down from $2.76 million in FY22 to $2.43 million by FY27. Despite this unit price compression, the hyperscale segment will become the dominant revenue driver, accounting for 39% of total market revenue by the end of the period.

Australian Data Centre Forecast and Outlook

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