What happened
On its FY26 earnings call, IPD Group management detailed a forecasted $140 billion investment pipeline in the Australian data centre sector between now and 2035. Industry power capacity in data centres is projected to expand from 1.5GW today to 3.2GW by 2030, reaching up to 7.4GW by 2035.
Why it matters here
The rapid expansion of artificial intelligence and cloud computing is creating substantial long-term demand for physical electrical and industrial infrastructure in Australia. Supply chain and infrastructure providers connected to power grid upgrades and data centre construction stand to capture sustained multi-year capital expenditure.
What to watch
Full-year financial results, contract awards, and forward capital expenditure commentary from ASX-listed electrical and industrial infrastructure suppliers during the current earnings season.
Source
marketindex.com.au