Latest Ai Infrastructure News

Dicker Data’s first half FY26 results reveal a sharp 54% jump in net profit, driven by strong revenue growth across software and AI infrastructure, prompting an upgraded full-year forecast.

NEXTDC has swung to a statutory profit of $82.1 million in FY26, driven by a record 202% jump in contracted utilisation and a strategic shift in lease accounting that added a $128.8 million fair value gain. The company’s $3.4 billion capital expenditure underscores its aggressive expansion, including the opening of its first international data centre in Kuala Lumpur.

AI Private Opportunities Trust (ASX: AIX) has completed its first reporting period, raising $267 million and beginning deployment into high-profile private AI companies including ByteDance and Databricks.

Hearts and Minds Investments Limited (HM1) saw its profit after tax drop 57% to $46.4 million for FY26, amid a portfolio return slowdown to 5.2%. The company declared a 10-cent fully franked final dividend and maintained its $11.4 million commitment to Australian medical research.

AIX has acquired an 8% holding in AI powerhouse Databricks during its US$5 billion funding round, marking a significant expansion in the trust’s AI-focused portfolio.

Advanced Engineered Materials (ASX:AEM) reported an 85% jump in high purity alumina sales in 1H 2026, with a customer pipeline now valued at US$190 million amid tightening global supply and rising semiconductor industry demand.

Capral Limited posted a solid first half for 2026 with revenue rising 14% on higher aluminium prices and volume growth, while earnings remained steady despite cost pressures and subdued residential demand.

Argo Global Listed Infrastructure posted a 24% profit decline to $39.5 million for FY2026 but declared a record fully franked dividend of 10 cents per share, supported by AI-driven data centre demand.

NAOS Small Cap Opportunities Company Limited trimmed its after-tax loss to $6.6 million in FY26 while maintaining a 5-cent per share dividend. Despite portfolio underperformance against the ASX Small Ordinaries, the company’s shares rallied to trade at a premium to net tangible assets, with management optimistic about earnings momentum in FY27.

Megaport has posted a 37% jump in FY26 revenue to $312 million, driven by strategic acquisitions and a broadening platform across compute, network, and storage. The company raised over $1 billion to fund AI-focused contracts and infrastructure growth.

SCX.ai Holdings Limited is set to raise $40 million through a fully underwritten IPO at $0.30 per share, aiming to scale its sovereign AI inferencing platform built on ASIC hardware within Australian data centres. The company targets the fast-growing AI IaaS market with a focus on secure, low-latency AI workloads.

The Savana US Small Caps Active ETF (ASX: SVNP) returned 2.21% in July 2026, beating the S&P SmallCap 600 benchmark by 5.44%, despite a sharp sell-off in semiconductor and AI infrastructure stocks. The fund’s disciplined, algorithm-driven approach helped navigate volatile market sentiment.