Data Centres

Dona Ferentes · 2 February 2024

Dona Ferentes said:
Following these concerns, the government is now considering restricting foreign cloud companies from handling certain government data sets - which could prove to be a major win for small local players like soon-to-be-floated AUCloud. AUCloud is positioning itself as Australia's sovereign cloud Infrastructure-as-a-Service (IaaS) provider, and is exclusively focused on government and critical national infrastructure industry communities.

AUCloud initially raised $10 million in 2017 from seed investors including Icon Group founders Cathie Reid and Stuart Giles, a personal investment from Paradice Investment Management fund manager, James McBeath and Bevan Slattery. A year later it raised another $10 million. WAM Microcap Fund tipped in $2.5 million via a cornerstone placement. AUCloud this year has raised nearly $7.5 million via a rights issue, in which serial entrepreneur and founding investor Bevan Slattery took up his full rights.

Ms Reid, who is chairman, Mr Giles and Mr McBeath's family together control nearly 40 per cent of AUCloud, which is slated for an ASX listing in either November or December.

listed as SOV in 2020

Edit: hasn't done very well at all.

SOV - Sovereign Cloud Holdings

AUCloud is an Australian sovereign cloud Infrastructure as a Service (IaaS) provider exclusively focused on the Australian Government, the Australian Defence Force (ADF) and Critical National Industry communities (CNI). The Australian Government invests in Information and Communication...

www.aussiestockforums.com

Dona Ferentes · 24 February 2024

from the US

expansion of AI hinges on something few people are discussing… energy.

A surge in energy demand is imminent. Within a year, the five-year growth forecast for national electricity demand has jumped from 2.6% to 4.7%. Much of this demand surge will come from artificial intelligence.

Source: Grid Strategies

AI-driven technologies need substantial energy and energy infrastructure to support them. Schneider Electric projects that AI-driven power use will grow 25%–33% annually through 2028.

Much of that power use will happen at new data centers sprouting up around the country. The US data center construction market is projected to grow from $20.21 billion in 2022 to $28.56 billion by 2028.

Boston Consulting Group expects data centers’ share of electricity use to triple to 7.5% by 2030, driven in large part by the expansion of AI.

Source: Boston Consulting Group

Dona Ferentes · 24 March 2024

Dona Ferentes said:
from the US
...expansion of AI hinges on something few people are discussing… energy...

... still US focused

“ ‘There’s a fundamental mismatch between this technology and environmental sustainability,’ [Alex] de Vries said. Recently, the world’s most prominent A.I. cheerleader, Sam Altman, the C.E.O. of OpenAI, voiced similar concerns, albeit with a different spin. ‘I think we still don’t appreciate the energy needs of this technology,’ Altman said at a public appearance in Davos. He didn’t see how these needs could be met, he went on, ‘without a breakthrough.’ He added, ‘We need fusion or… radically cheaper solar plus storage, or something, at massive scale—a scale that no one is really planning for.’” ....

The Obscene Energy Demands of A.I.

How can the world reach net zero if it keeps inventing new ways to consume energy?

www.newyorker.com

.

Smurf1976 · 24 March 2024

To put those figures into perspective, the average consumption within Australia's main grid, the NEM, is 24GW.

That covers effectively all of Victoria and Tasmania, almost all inhabited parts of SA and NSW, and not all but the majority of Queensland.

The economics of siting a data centre are much like the economics of siting an aluminium smelter. First thing you need is an available supply of reliable, low cost electricity. Only after you've verified the availability of that is it worth looking into other details.

divs4ever · 24 March 2024

Smurf1976 said:
To put those figures into perspective, the average consumption within Australia's main grid, the NEM, is 24GW.

That covers effectively all of Victoria and Tasmania, almost all inhabited parts of SA and NSW, and not all but the majority of Queensland.

The economics of siting a data centre are much like the economics of siting an aluminium smelter. First thing you need is an available supply of reliable, low cost electricity. Only after you've verified the availability of that is it worth looking into other details.

... however some Australian smelters might be closing down ( and there seems to be one closing down in NZ as well )

coincidence or an opportunity for somebody

qldfrog · 24 March 2024

divs4ever said:
... however some Australian smelters might be closing down ( and there seems to be one closing down in NZ as well )

coincidence or an opportunity for somebody

Well they close for the very reason preventing more data centers being housed here.
A few DC might require to be housed d in Australia due to confidenticiality or laws but otherwise expect them moved to cheaper energy places..NZ maybe for the local area

Dona Ferentes · 11 November 2024

there's a new data centre play soon to IPO

DigiCo Reit - at $1.65 billion, it is the largest raising for a new Australian company since 2018.

David di Pilla’s HMC Capital will tip in the first $750 million, iSeek (one of the acquisition companies) will roll another $250 million of scrip in, and then raise $1.65 billion on top.

There’ll be another $1.54 billion debt for a $2.65 billion pro forma market capitalisation and $4.2 billion enterprise value.

The bulk of the raising (about $1 billion) is slated for retail brokers/their clients and HMC Capital’s retail following, leaving about $650 million for institutions. Institutional investors (even the picky ones) will be underweight a stock large enough for S&P/ASX 200 inclusion

Garpal Gumnut · 11 November 2024

Dona Ferentes said:
there's a new data centre play soon to IPO

DigiCo Reit - at $1.65 billion, it is the largest raising for a new Australian company since 2018.

David di Pilla’s HMC Capital will tip in the first $750 million, iSeek (one of the acquisition companies) will roll another $250 million of scrip in, and then raise $1.65 billion on top.

There’ll be another $1.54 billion debt for a $2.65 billion pro forma market capitalisation and $4.2 billion enterprise value.

The bulk of the raising (about $1 billion) is slated for retail brokers/their clients and HMC Capital’s retail following, leaving about $650 million for institutions. Institutional investors (even the picky ones) will be underweight a stock large enough for S&P/ASX 200 inclusion

David Di Pilla was critical in getting the Chemist Warehouse deal done.

gg

So_Cynical · 6 January 2025

Just occurred to me that some of those empty CBD offices could be put to use as data centres, city's are perfect locations as they are at the near centre of demand and surrounded by the best fibre networks, the buildings would be ok to house spaced out servers due to weight and these building have wiring trays and large access areas, loading docks and security all good to go.

Garpal Gumnut · 6 January 2025

So_Cynical said:
Just occurred to me that some of those empty CBD offices could be put to use as data centres, city's are perfect locations as they are at the near centre of demand and surrounded by the best fibre networks, the buildings would be ok to house spaced out servers due to weight and these building have wiring trays and large access areas, loading docks and security all good to go.

There is a fund or an ETF started by that chappie who listed Chemist Warehouse and was involved I believe in Gusman and Gorgeman which has bought data centres in the US and Australia.

The feedback from many commentators was that old buildings were problematic for data centres and that greenfield sites were preferable. If you duck duck it you may find it's name. It was quite a busy thread in December. Chappie's first name is David and he has an Eye Tie surname.

gg

Dona Ferentes · 7 January 2025

Microsoft’s vice-chair Brad Smith mentioned in a blog post on Friday the company was on track to spend $US80bn ($128bn) to build out AI-enabled data centres in its fiscal year ending June, which would represent a 40 per cent year-on-year increase.

“While the $80bn figure is in line with VA consensus forecast of about $US84bn and is essentially the annualisation of the $US20bn that was spent in 1Q, the blog post highlights that there is no slowdown in Microsoft’s AI-fuelled data centre development plans in the near term,” an analyst said.

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