Infratil's Jason Boyes on Nvidia, why Infratil backs more CDC datacentres growth

Infratil's Jason Boyes on Nvidia, why Infratil backs more CDC datacentres growth
Infratil CEO Jason Boyes says Nvidia could become a large customer for its datacentre businesses. (Image: Infratil)
Rebecca Stevenson
Infratil says good returns are still available from its datacentre investments despite concerns about a valuation bubble in the sector. On Thursday, the New Zealand Exchange-listed (NZX) infrastructure investor reported its results for the six months to Sept 30. It recorded a 25% increase in operational earnings while revenue rose by about 28%. Infratil owns 48.2% of Australasian datacentre operator CDC and 52.8% of UK-based Kao Data. Datacentre values have been increasing, fuelled by a boom in artificial intelligence (AI) and de...

More Markets

NZ stocks end flat as US Fed decision looms
Markets Market Close

NZ stocks end flat as US Fed decision looms

Market finishes slightly down as telco company Spark loses more ground.

Jamie Gray 12 Sep 2025
Locate Technologies plans to quit ASX for NZX
Markets

Locate Technologies plans to quit ASX for NZX

Bitcoin-favouring Locate Technologies eyes move to NZX's main board.

Staff reporters 12 Sep 2025
Vital takeover bid passes threshold at 11th hour
Markets

Vital takeover bid passes threshold at 11th hour

Tait International has secured acceptances to meet the 90% minimum condition for its Vital takeover less than a day before the offer was set to expire.Vital filed a substantial product holder (SPH) notice to the NZX on Friday morning, which showed Tait's stake lifted to 92.1%...

Gregor Thompson 12 Sep 2025
Tower again hikes FY underlying profit outlook
Markets

Tower again hikes FY underlying profit outlook

Insurer sees FY underling profit up as large events weigh less than expected     

Staff reporters 12 Sep 2025