Latest Ai Infrastructure News

Centuria Capital Group is leveraging its $21.8 billion real estate platform to scale AI compute infrastructure through ResetData, aiming to capture growing sovereign and enterprise demand amid global supply constraints.

Blackpearl Group has posted a record 114% jump in Annual Recurring Revenue to NZD 26.8 million, powered by its Pearl Engine vertical AI model that benchmarks 25 times better than leading generalist AI. Despite deepening losses, the firm targets balanced growth and cash conversion in FY27.

Infratil posted an 11% rise in operational EBITDAF to NZ$989 million in FY26, fuelled by a record 555MW CDC data centre contract and a 170% EBITDAF jump at Longroad Energy. The company refined its portfolio with over NZ$600 million in divestments and secured a BBB+ credit rating, underpinning a strong FY27 outlook.

MAAS Group Holdings reconfirms FY26 EBITDA guidance, reports 35% completion on a $200 million AI factory electrical contract, progresses $1.7 billion construction materials sale, and expands debt facilities to support growth.

Critica Limited has achieved a major leap in rare earth product quality at its Jupiter Project, producing a Mixed Rare Earth Oxide with approximately 97% Total Rare Earth Oxide and strong recovery rates that bolster its mine-to-magnet ambitions.

Megaport’s Latitude.sh subsidiary has secured three major AI infrastructure contracts worth USD 183 million, backed by a USD 101 million capital expenditure commitment, reinforcing its role in the global AI compute ecosystem.

Archer Materials is progressing toward demonstrating a working qubit this year while scaling quantum device fabrication from lab prototypes to wafer-scale manufacturing using semiconductor industry standards.

Pure Resources has demonstrated that its Carbon Nanotube Fibre (CNTF) achieves thermal conductivity up to 600 W/m·K, outperforming copper by 1.5 times and aluminium by up to 3 times, positioning it as a breakthrough for AI, defence, and high-power electronics cooling.

Alpha HPA Limited reports robust progress on its HPA First Project Stage 2, backed by a $225 million capital raise, while securing significant demand upgrades from Japanese semiconductor customers.

Stockland reports strong leasing growth and development momentum in 3Q26, highlighting new data centre and land lease partnerships while maintaining FY26 guidance.

Top End Energy is progressing farm-out talks in the Beetaloo Basin amid growing industry validation, while its Kansas hydrogen project attracts new partners and it broadens into US AI data centre energy solutions.

FortifAI’s Nol8 FPGA appliance dramatically reduces AI infrastructure costs by replacing up to 60,000 CPUs, slashing annual operational expenses from millions to tens of thousands of dollars.