Episode Details

CDC Data Centres secures a colossal deal for a 555-megawatt data center, with potential to expand to 1 gigawatt, powering approximately one million homes. The 30-year contract from a top U.S. client, with extension options, brings in significant revenue. The company expects over AUD 1 billion profit by fiscal 2028, annualizing at AUD 2 billion. Despite substantial capex investments, fiscal 2027 profit guidance remains unchanged, funded by cash reserves, debt lines, and hybrids.

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