Latest Hyperscalers News

Nanoveu Limited (ASX: NVU) is acquiring Singapore’s Spinoff Robotics, securing proprietary drone platforms and engineering talent to integrate its AI silicon with custom airframes. This vertical integration aims to propel Nanoveu into sovereign drone solutions for defence and critical infrastructure.

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.

Barramundi Limited outperformed the S&P/ASX200 in April with a 4.4% gross return, boosted by NEXT DC’s landmark data centre deal and capital raise, while healthcare stocks faced headwinds from Cochlear’s profit downgrade.

NoviqTech (ASX: NVQ) advances its biochar carbon removal strategy with a key non-binding MoU covering 70% of credits from its Great Barrier Reef project, targeting 2026 commercial milestones.

CDC Data Centres has landed Australia's largest-ever data centre contract, a 555MW deal with a US investment grade client that pushes its total contracted capacity beyond 1GW and is set to boost EBITDAF past A$1 billion in FY28.

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.

DXN Limited posted a 47.5% revenue increase to $3.7 million in Q3 FY26, buoyed by a surge in modular data centre projects and a growing pipeline of 891 identified contracts. The company advanced its Asia-Pacific footprint through a JV in Indonesia and a Malaysian manufacturing push, while securing a $5.3 million Cable Landing Station contract in Latin America.

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

NEXTDC has launched the retail tranche of its A$1.5 billion fully underwritten entitlement offer at A$12.70 per share, aiming to back accelerated data centre capacity growth amid unprecedented contracted utilisation.

Regal Partners Global Investments (ASX:RG1) delivered a resilient March quarter performance, driven by semiconductor stocks and gold, while its short book and currency hedging added strategic value amid market turbulence.

Decidr AI Industries Ltd (ASX: DAI) reported a doubling of its annualised revenue run rate to A$8.06 million as of March 2026, alongside the launch of its Decidr Agentic Graph platform and significant expansion of its partner ecosystem.

Pure Resources has deepened its partnership with Rice University to develop carbon nanotube fibre thermal management technology aimed at AI and defence markets, leveraging its Garnet Hills graphite for a vertically integrated IP pipeline.