Nextdc Ltd

NXT: XASX (AUS)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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NextDC Earnings: AI-Driven Growth Increases; Uncertainty Raised to High

Dan Baker

Mar 10, 2026

NextDC reported first-half 2026 net revenue growth of 13%. Billing utilization increased 29% to 120 megawatts, which management guides to increase 2.7 times by fiscal 2027 and 3.4 times by fiscal 2028 based on the existing forward order book, given faster conversion rates for AI contracts.

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Nextdc Ltd

NextDC Earnings: AI-Driven Growth Increases; Uncertainty Raised to High

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