NVIDIA Expands AI Infrastructure Capacity in Partnership With Australia’s Data Center Ecosystem

manilatimes.net · 2026-09-10

Firmus, Sharon AI, IREN, Megaport, ResetData, CDC, NEXTDC and AirTrunk to Deliver Up to 2-Gigawatt Buildout by 2027, Meeting Surging Demand From AI Labs and AI-Native Startups

TickrTrends take: NVIDIA's expansion of AI infrastructure capacity through partnerships in Australia represents a strategic move to capture growing demand in the Asia-Pacific region, where data center buildouts are accelerating. Given TickrTrends' assessment that NVIDIA trades at an undervalued level, investors focused on valuation should monitor whether this infrastructure investment translates into revenue growth from new customer relationships and markets. The company's ability to convert these regional capacity expansions into recurring revenue streams will be a key metric for reassessing whether the current undervaluation thesis remains valid as earnings reports materialize.

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