StocksMediumUpdated×7•Originally published 10 September 2026•Updated 10 September 2026•
2 min read

Nvidia Targets Up to 2 Gigawatts of Australian AI Capacity by 2027

Key Facts

1The initiative targets up to 2 gigawatts of capacity by 2027 with 8 partners in Australia.
2Sharon AI plans to deploy up to 68,000 Nvidia GPUs.
3IREN’s portfolio includes the 800-megawatt Bundey campus in South Australia.
4CDC said it operates more than 550 megawatts and has another 800 megawatts under construction.

Nvidia announced a collaboration with 8 cloud and infrastructure partners in Australia to support an AI-related buildout of up to 2 gigawatts by 2027. The partners are Firmus, Sharon AI, IREN, Megaport, ResetData, CDC, NEXTDC and AirTrunk.

The partners will operate what Nvidia calls AI factories, while Nvidia supplies its DSX platform, accelerated computing, networking, software and ecosystem support. DSX spans facility design, computing, networking, software and reference architectures in an integrated platform.

The 2-gigawatt figure is an upper-bound buildout target for 2027, not capacity already in operation. The expansion covers land, power and powered shells designed to host multiple generations of DSX infrastructure, making conversion of those resources into available compute the central execution test.

The plans include Sharon AI deploying up to 68,000 Nvidia GPUs. IREN is also applying the DSX design across its development portfolio, including its 800-megawatt Bundey campus in South Australia.

CDC said it operates more than 550 megawatts of capacity across Australia and New Zealand and has another 800 megawatts under construction. It also said its facilities use 100% renewable electricity and zero-water advanced cooling technologies; those statements are attributed to CDC in Nvidia’s announcement.

On the usage side, Nvidia said Heidi and Atlassian are using its open Nemotron models, datasets and tools for healthcare and enterprise-search applications. That connects the infrastructure expansion with local use cases, but it does not establish the level of commercial demand for the new capacity.

For investors, the distinction between announcing planned capacity and bringing it into commercial operation remains critical. Execution indicators will include site commissioning, power availability and the partners’ ability to convert the announced land, power and shells into usable computing capacity.