NEXTDC
NEXTDC is a major in the AI & Data Center segment of the semiconductor & AI supply chain, headquartered in Australia. Its key suppliers include Vertiv, Schneider Electric, Eaton. Its key customers include Amazon (Annapurna Labs), Microsoft, Alphabet (Google).
Australian hyperscale data-center operator.
- Ticker
- ASX: NXT
- Headquarters
- Australia
- Revenue
- $299M (FY2025) · +5.7% YoY
- Net income
- $-42M
- Operating margin
- -6.7%
- Market position
- major
- Value-chain segment
- Data Center Operators (Colo)
- Key products
- Hyperscale data-center colocation (Australia), NEXTDC S3 / M2 / B2 campuses, Managed connectivity and cloud on-ramps, Sovereign AI data-center infrastructure, AXON edge platform
About NEXTDC
NEXTDC, headquartered in Australia, operates in the Data Center Operators (Colo) segment of the semiconductor & AI supply chain and is positioned as a market major there. Its key products include Hyperscale data-center colocation (Australia), NEXTDC S3 / M2 / B2 campuses, Managed connectivity and cloud on-ramps, Sovereign AI data-center infrastructure, AXON edge platform. wafergraph maps 4 tracked suppliers and 5 tracked customers for NEXTDC across the value chain. It has a supply-chain criticality score of 8/100, with 19 companies downstream of it.
Key products
- Hyperscale data-center colocation (Australia)
- NEXTDC S3 / M2 / B2 campuses
- Managed connectivity and cloud on-ramps
- Sovereign AI data-center infrastructure
- AXON edge platform