NextDC and Goodman Group Are Not the Only Potential ASX Winners in the AI Data Centre Boom
Australian Financial Review
ENRICHED
Details
- Date Published
- 10 Feb 2026
- Priority Score
- 2
- Australian
- Yes
- Created
- 10 Feb 2026, 12:00 pm
Description
While the push to house the technology behind ChatGPT and Gemini is creating a “digital gold rush”, investors are getting creative on how best to profit.
Summary
The article highlights a construction boom in Australia focused on data centers to support the growing demands of artificial intelligence technologies like ChatGPT. This surge is likened to a 'digital gold rush' as investors explore creative avenues to gain profits from this trend. While it provides insights into market dynamics and investment opportunities, the article does not delve deeply into existential or catastrophic AI risks. However, it underscores the economic implications of AI infrastructure development in Australia, which could indirectly influence AI governance through market forces.
Body
MarketsEquity MarketsSharesPrint articleCecile LefortMarkets reporterUpdated Feb 10, 2026 – 2.22pm, first published at 1.49pmAustralia is in the middle of a multibillion-dollar construction boom, but instead of luxury flats or office towers, the race is on to build data centres – massive, power-hungry warehouses at the centre of the artificial intelligence revolution.While the push to house the technology behind ChatGPT and Gemini is creating a “digital gold rush”, ASX investors are getting creative on how best to profit.Loading...Cécile Lefort is a markets reporter based in the Sydney newsroom. Cécile worked in New York and Hong Kong writing about global capital markets. Email Cecile at cecile.lefort@afr.comSaveLog in or Subscribe to save articleShareCopy linkCopiedEmailLinkedInTwitterFacebookCopy linkCopiedShare via...Gift this articleSubscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe.Subscribe nowAlready a subscriber? LoginLicense articleFollow the topics, people and companies that matter to you.Find out moreRead MoreSharesInvestingData centresAustralian economyMonetary policyNEXTDCGoodman GroupAIOpenAIFetching latest articles