Why it matters
The strategic read
Adds Australasia to the gigawatt-scale AI/data-center demand map. The customer is unnamed, but CDC and Infratil describe the buyer as a U.S. high-end investment-grade customer, frame the demand as global computing and intelligence-generation capacity, and say the contract alone equals roughly 40 percent of all Australian operating data-center capacity in 2025.
Source-supported terms
What was disclosed
- 01
CDC Data Centres announced what it called the largest data-center contract in Australia's history.
- 02
The agreement covers 555 MW of capacity with a U.S. high-end investment-grade customer.
- 03
CDC says the contract takes its total contracted capacity above 1 GW.
- 04
The contract runs for 30 years and includes renewal options of up to 20 additional years.
- 05
Capacity will be delivered across CDC campuses already under development and is expected to become operational over FY28 and FY29.
- 06
CDC said the 555 MW equals about 40 percent of operating capacity across all Australian data centers in 2025.
- 07
Infratil said CDC EBITDAF is expected to exceed A$1B in FY28 and that fully deployed contracted capacity would deliver annualized EBITDAF of about A$2B.
- 08
CDC expects FY27 capital expenditure of A$3.8B to A$4.2B excluding land as construction lifts to meet demand.
- 09
CDC said the new contract is inside its current growth plan and does not require further shareholder equity.
- 10
CDC noted its Australian business received a Baa2 stable credit rating from Moody's on April 21, 2026, supporting access to debt and hybrid funding markets.
Disclosure boundary
What is known—and what is not
Primary CDC/Infratil announcement; customer identity, site-by-site capacity allocation, pricing, service-level terms, equipment vendors, utility agreements, renewable-power structure and full contract documents are not public.