Latest Datacentres News

Coherent delivered US$2.37 billion in fiscal first-quarter revenue and raised its fiscal 2027 pro forma growth outlook above 60%, helped by a sharp increase in datacentre and communications demand. The photonics company also flagged a five-year PhotonLink agreement valued at about US$20 billion, although meaningful revenue from that deal is not expected until early calendar 2028.

X2M Connect has signed a non-binding two-year MOU with Gateway DC covering data centre development, delivery and platform deployment across Australia and potentially Southeast Asia. The opportunity links Gateway’s planned 120MW-to-2GW-plus Darwin roadmap with X2M’s prospective pipeline exceeding 200MW, but revenue remains subject to future binding agreements.

Activeport’s Global Edge platform has secured contracts with Spark and ViewQwest, setting the stage for a significant uplift in recurring revenue and international expansion.

Dicker Data has outperformed its FY25 guidance, delivering a 14.9% jump in gross revenue to $3.876 billion, fuelled by AI deals and infrastructure refreshes. The company’s FY26 outlook anticipates continued momentum in AI and data centre projects despite pricing pressures.

Activeport Group’s GPU software partner Radian Arc has been acquired by Submer Technologies, creating a full-stack AI infrastructure powerhouse and unlocking fresh growth opportunities for Activeport.

Terra Critical Minerals has amended its option agreement with ATHA Energy Corp to fast-track uranium exploration at the Pasfield Lake Project, increasing expenditure and drilling commitments in response to rising uranium prices.

Nexion Group Ltd has reported a significantly reduced net loss for FY25, driven by major asset sales and a strategic pivot towards AI and business intelligence. The company’s divestments are expected to strengthen its balance sheet and provide steady cash inflows.