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Friday 28th February 2026

Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.

This week Phil dives into the massive infrastructure powering the global AI revolution with Luke Mackinnon, Senior Vice President of NextDC and Managing Director for Asia. As tech giants like Microsoft and Amazon pour billions into data centres, NextDC is rapidly expanding its footprint to provide the "shovels" for this digital gold rush, specifically engineering high-density "AI factories" like the KL1 facility in Kuala Lumpur and TK1 in Tokyo. Mackinnon breaks down the intense technical demands of supporting the latest GPU superclusters, the high-stakes race for power and land, and why specialized Tier 4 infrastructure is the non-negotiable backbone for the next wave of sovereign and enterprise AI.

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