Infratil (IFT) investor relations material

Strategic positioning and growth trajectory

• Operates 18 data centres across ANZ with 5 more under construction, totaling over 2.7GW capacity and 100% asset ownership.

• Demonstrates a strong track record of development, expanding across multiple campuses and regions since 2008.

• Accelerated construction and expanded development pipeline, strengthening reputation for delivering large-scale projects.

• Established talent hubs and supply chains enable rapid expansion and operational reliability.

• Focus on agility, customer-centricity, and capital strength to support future growth.

Market dynamics and demand drivers

• Demand for data centre capacity continues to outpace supply in ANZ, with robust growth in hyperscale and AI-driven workloads.

• Hyperscaler capital expenditure is forecasted to rise significantly, with global IT load demand for data centres expected to reach 250GW+ by 2030.

• Enterprises are accelerating AI adoption, making data centres central to digital transformation strategies.

• Increasing rack densities and infrastructure innovations are enhancing portfolio value and efficiency.

Differentiation and value proposition

• Offers a market-leading, differentiated value proposition focused on security, availability, optionality, ecosystem, sustainability, scale, and densification.

• Achieved NVIDIA DGX-Ready Data Center certification and leads in liquid cooling technology for AI hardware.

• Unique cooling system delivers water efficiency, resilience, and flexibility, supporting mixed power density requirements.

• Actively engages with energy stakeholders to secure power, storage, and renewable supply.