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)

Fri, 15 Nov 2024

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...

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