Centuria and ResetData Unveil Australia’s First Sovereign AI Factory Platform

Centuria’s Bold Foray into Sovereign AI Infrastructure

Centuria Capital Group (ASX:CNI) is staking a claim at the forefront of Australia’s AI infrastructure boom, revealing a vertically integrated data centre and sovereign AI Factory platform developed in partnership with ResetData. With $21.8 billion in assets under management as of December 2025, Centuria is leveraging its deep real estate expertise and capital platform to build a scalable AI compute ecosystem designed to meet the surging demand for sovereign AI infrastructure.

ResetData, of which Centuria holds a 50% stake acquired at a $42 million valuation in 2024, operates Australia’s first sovereign AI Factory; AI Factory 1 (AI-F1); anchored by a cluster of NVIDIA H200 GPUs. This facility marks a significant milestone as the nation’s inaugural public AI Factory, delivering production-grade, NVIDIA-validated AI compute infrastructure that blends hardware, software, and security compliance.

Integrated Platform Spanning Development, Operations and Capital

Centuria’s platform comprises over 500 staff across funds management, development, asset and property management, and AI operations, supporting 150+ unlisted funds and 15,500 investors. The group’s data centre capability is fully vertically integrated; owning, developing, and operating data centres while running AI Factory operations through ResetData’s 30+ strong team.

The partnership benefits from Centuria’s extensive capital relationships, including 24 banking partners and Dell Financial Services, enabling access to $8.3 billion in lending facilities. This financial muscle underpins ambitions to scale AI Factory capacity beyond the initial 1.1MW to a pipeline targeting over 200MW of AI and data centre power capacity across owned and third-party sites.

Centuria Industrial REIT’s Data Centre Real Estate Strategy

Centuria Industrial REIT (ASX:CIP) is actively pursuing data centre real estate opportunities with a focus on securing real estate returns from operational centres and urban infill land conversions. Key assets include the Telstra-leased Clayton VIC site with development approval for 40MW capacity, the Thomastown VIC site poised for staged hyperscale and AI workloads, and the recently acquired Toowoomba QLD colocation facility with expansion potential.

CIP’s strategy involves leveraging triple net leases for stable cashflow while unlocking value through power allocation approvals and potential joint ventures or asset sales. The REIT is exploring various funding options, including capital partners and possible demergers of its data centre portfolio to maximise value.

AI Compute Market Dynamics and Supply Constraints

The global AI compute market is experiencing explosive growth, with hyperscalers committing over US$600 billion annually to capex. This surge is driving GPU shortages, rising pricing, and extended contract durations, creating a lucrative GPU-as-a-Service environment. Centuria’s sovereign AI Factory addresses a critical need for locally controlled, secure AI infrastructure amid geopolitical and regulatory pressures limiting offshore data centre reliance.

Australia’s data centre market faces structural supply constraints; power availability, planning delays, and supply chain bottlenecks restrict capacity growth to an estimated 5GW by 2030, well short of demand projections. Centuria’s strategy capitalises on Australia’s competitive advantages, including sovereign data positioning, renewable energy pipelines, and proximity to Asia with latency benefits.

Positioning for Neocloud Leadership and Growth

Centuria and ResetData are building beyond GPU deployment, combining operational capability, power access, infrastructure partnerships, funding flexibility, and customer channels. ResetData is one of only three Australian NVIDIA Cloud Partners and the sole Dell Titanium Partner, providing priority access to cutting-edge AI platforms and technical enablement.

The partnership targets enterprise and government segments initially, with potential to expand into hyperscaler offtake agreements. Financing options include high loan-to-value debt without company guarantees, equity partnerships, and potential monetisation via equity sell-downs or IPOs on ASX or NASDAQ.

While ResetData’s current valuation is modest relative to peers like Firmus and Sharon AI, the platform’s integration with Centuria’s real estate and capital positions it uniquely to capture the sovereign AI infrastructure wave unfolding in Australia and the broader Asia-Pacific region.