Latest Ai Infrastructure News

Savana US Small Caps Active ETF (ASX:SVNP) fell 7.65% in September, trailing the S&P SmallCap 600 by 4.92 percentage points as higher US bond yields and a concentrated AI rally split the market. The manager says its valuation discipline kept it away from the month’s strongest semiconductor performers, while highlighting a 52% gain from its Everforth investment.

FortifAI has emerged from its first year as an AI infrastructure company with $20.4 million in cash, but a $29 million statutory loss and sharply lower gaming revenue. The company now needs to turn NOL8’s early testing and partnerships into commercial adoption before its cash-backed growth strategy faces a harder test.

ION Video has reported a $4.52 million FY2026 loss and a $3.21 million operating cash drain, even as a post-year-end $4.25 million placement lifted its balance sheet. Auditors have preserved their opinion but flagged material uncertainty over the company’s ability to continue as a going concern.

Megaport has secured three AI infrastructure contracts worth a combined A$978.6 million, with customer prepayments covering much of the required investment. The deals push pro forma Group ARR to about A$1.1 billion and prompt upgrades to FY27 revenue and EBITDA margin guidance.

Marlin Global’s portfolio fell 6.3% before fees and tax in FY26 while its benchmark gained 30.5%, producing a NZ$17.3 million net loss. The Fisher Funds-managed vehicle is responding with broader sector coverage, faster portfolio turnover and an expanded research team.

Global X Artificial Intelligence Infrastructure ETF (ASX:AINF) reported a $25.291 million profit for its first full financial year, driven overwhelmingly by investment gains. Net assets climbed to $169.603 million after almost $147.2 million of new unit applications, while the fund paid a 61.64 cents per unit distribution.

WAM Global’s portfolio earnings grew 18% in FY2026, but valuation compression and currency losses left the investment portfolio down about 4.2% in Australian-dollar terms. The listed investment company declared a 13.2 cents per share fully franked full-year dividend, backed by a stated 5.2 years of dividend coverage.

Infratil has raised FY27 earnings guidance as data-centre demand accelerates across CDC and Longroad, with AI infrastructure now representing 73% of its NZ$22 billion asset base. The company is also sharpening its strategy around scaled growth platforms, contracted cash flows and selective new investments.

Marlin Global delivered a 3.0% gross performance return in August, beating its benchmark as software holdings rebounded sharply. The Fisher Funds-managed portfolio is also preparing to exit some investments and add businesses in three sectors.

X2M Connect has signed a non-binding five-year partnership with Ethical Development Fund Australia to pursue a 20MW to 45MW GPU data centre and renewable energy precinct in North Queensland. The opportunity could generate both infrastructure delivery revenue and recurring platform fees, but remains subject to binding project agreements, funding and approvals.

Activeport Group Ltd’s FY26 results show a 36% revenue decline to $6.15 million and a net loss of $14.7 million, driven by strategic shifts towards recurring software revenue and AI infrastructure orchestration. The company launched its own national network in Australia and expanded internationally with new subsidiaries and leadership hires.

Alpha HPA Limited reported a 135% revenue increase but a 31% rise in net loss for FY2026, while progressing its Stage Two facility on schedule with robust customer demand exceeding 12,000 tonnes per annum under letters of intent.