What part of the semiconductor supply chain is NEXTDC in?

NEXTDC operates in the Data Center Operators (Colo) segment, where it is a market major.

NEXTDC

Q: What does NEXTDC make?

NEXTDC makes Hyperscale data-center colocation (Australia), NEXTDC S3 / M2 / B2 campuses, Managed connectivity and cloud on-ramps, Sovereign AI data-center infrastructure, AXON edge platform.

Q: Who are NEXTDC's key suppliers?

NEXTDC's tracked suppliers include Vertiv, Schneider Electric, Eaton, Delta Electronics.

Q: Who are NEXTDC's customers?

NEXTDC's tracked customers include Amazon (Annapurna Labs), Microsoft, Alphabet (Google), Meta Platforms, Oracle.

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: $356M (FY2026) · +16.2% YoY
Net income: $59M
Operating margin: -7.8%
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.

Role in the chain

NEXTDC is a market major in AI & Data Center (Data Center Operators (Colo)), headquartered in Australia. Australian hyperscale data-center operator.

Diligence questions

The dataset records 4 tracked suppliers for NEXTDC. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
3 of NEXTDC's tracked suppliers are a monopoly or leader (including Delta Electronics, Schneider Electric, Vertiv). Which of those are actually single-source for the process step you care about?
The dataset names 5 tracked customers for NEXTDC. How concentrated is demand among those names, and which of them have a documented second source in this graph?
NEXTDC is headquartered in Australia. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
NEXTDC trades as ASX:NXT. What does the latest reported period say about capacity and backlog versus the graph position above?
Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.

Full diligence pack for NEXTDC