CDC, Infratil’s data centre arm, has locked in approximately 100MW of new contracted capacity, reinforcing strong demand driven by cloud and AI workloads in Australasia. This milestone supports CDC’s target to double FY25 earnings by FY27.
- CDC secures ~100MW of new contracted data centre capacity
- Approximately 95% of forecast lease revenues now under contract
- Strong demand driven by cloud computing and AI workloads
- CDC on track to double FY25 earnings by FY27
- Contracts highlight CDC’s technological edge and market leadership
Robust Demand in Australasian Data Centres
Infratil Limited’s subsidiary CDC has confirmed it has secured around 100MW of new contracted capacity, a clear signal of robust demand in the Australasian data centre market. This announcement, made public on 24 September 2025, underscores the growing appetite for data infrastructure driven by the rapid expansion of cloud services and artificial intelligence workloads.
Strong Contracting Momentum
According to Infratil CEO Jason Boyes, CDC’s ability to deliver large-scale, future-proof data centre campuses tailored to evolving customer needs remains unmatched. With approximately 95% of forecast lease revenues now secured under contract, CDC is well positioned to meet its ambitious financial targets. The company remains confident in contracting the remaining capacity, which will further solidify its market position.
Earnings Outlook and Market Leadership
This latest contracted capacity supports CDC’s guidance to double its FY25 earnings by FY27, a target that reflects both the company’s operational execution and the broader secular trends in data consumption. CDC’s technological advantage and proven track record in delivering scalable data centre campuses tailored for AI workloads are key differentiators that continue to attract significant customer demand.
Strategic Implications
For investors, CDC’s progress offers reassurance amid a competitive and rapidly evolving sector. The company’s focus on future-proof infrastructure aligns with the increasing complexity and scale of data processing needs. As cloud and AI workloads intensify, CDC’s ability to secure long-term contracts will be critical to sustaining growth and profitability.
Looking Ahead
While the bulk of forecast lease revenues are now contracted, attention will turn to the finalisation of remaining agreements and the operational execution of these expanded data centre footprints. The market will be watching closely to see how CDC navigates these next steps and whether it can maintain its leadership in a sector marked by rapid technological change.
Bottom Line?
CDC’s latest contract wins cement its leadership in a booming data centre market, setting the stage for accelerated earnings growth.
Questions in the middle?
- What are the terms and duration of the newly contracted leases?
- How will CDC manage capacity expansion amid evolving technology demands?
- What risks could impact CDC’s ability to contract the remaining capacity?