NVIDIA Expands Australian AI Factory Infrastructure With Cloud and Data Center Partners

NVIDIA partners with Australian firms to enhance AI infrastructure, expanding access to high-performance computing and fostering local innovation.

Quiver AI Summary

NVIDIA has announced a collaboration with various Australian partners to enhance the infrastructure for AI computing in the country. This initiative aims to expand land, power, and capacity to support NVIDIA's DSX AI factories, which are designed to meet the increasing demand for accelerated computing in Australia. By 2027, up to 2 gigawatts of power will be allocated for this purpose. Key partners, including Firmus, Sharon AI, IREN, and others, will operate these AI factories to provide high-performance computing capabilities to local startups, universities, and companies. This effort is expected to enable the development of regional AI applications, enhance local innovation, and cater to the increasing global demand for AI solutions.

Potential Positives

NVIDIA is collaborating with multiple Australian cloud and AI infrastructure partners to significantly expand AI compute capacity in Australia, designed to support local innovation and meet growing demand.
The expansion supports the establishment of AI factories utilizing NVIDIA DSX technology, promoting enhanced productivity and long-term economic benefits for local businesses and organizations.
Local innovators such as startups and established companies will gain greater access to NVIDIA's accelerated computing resources and open models, fostering the development of tailored AI applications and models conducive to Australia's industries.
The initiative also emphasizes collaboration with Australian firms committed to building infrastructure that enhances both regional and global AI compute capabilities, positioning Australia as a leader in the AI economy.

Potential Negatives

Heavy reliance on third-party partners for the deployment and operation of AI factories may lead to operational challenges and inconsistencies in service delivery.
Forward-looking statements about future performance and market growth may create unrealistic expectations which, if unmet, could negatively impact investor confidence.
The press release does not address potential competition or technological risks, leaving a gap in understanding potential challenges to NVIDIA's market leadership in AI infrastructure.

FAQ

What is the NVIDIA DSX platform?

The NVIDIA DSX platform is a full-stack AI factory solution designed for high-performance AI compute, compatible with the CUDA ecosystem.

How will NVIDIA expand AI infrastructure in Australia?

NVIDIA is collaborating with various Australian partners to expand land, power, and shell capacity for AI factories, aiming for up to 2 gigawatts by 2027.

What organizations will benefit from NVIDIA's expanded infrastructure?

Australian startups, universities, researchers, enterprises, and AI-native companies, including Heidi and Atlassian, will benefit from the expanded AI infrastructure.

How are AI factories beneficial for local businesses?

AI factories provide local access to high-performance computing, enabling organizations to develop region-specific AI models and applications.

What role do NVIDIA Cloud Partners play in this initiative?

NVIDIA Cloud Partners are crucial in operating AI factories and enhancing the deployment of NVIDIA's AI technologies across Australia.

Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.

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$NVDA Insider Trading Activity

$NVDA insiders have traded $NVDA stock on the open market 60 times in the past 6 months. Of those trades, 0 have been purchases and 60 have been sales.

Here’s a breakdown of recent trading of $NVDA stock by insiders over the last 6 months:

MARK A STEVENS has made 0 purchases and 21 sales selling 4,977,422 shares for an estimated $1,092,085,600.
AJAY K PURI (EVP, Worldwide Field Ops) has made 0 purchases and 3 sales selling 300,000 shares for an estimated $54,676,139.
COLETTE KRESS (EVP & Chief Financial Officer) has made 0 purchases and 21 sales selling 62,650 shares for an estimated $10,956,705.
TIMOTHY S. TETER (EVP, General Counsel and Sec) has made 0 purchases and 3 sales selling 30,000 shares for an estimated $6,536,514.
AARTI S. SHAH has made 0 purchases and 3 sales selling 19,000 shares for an estimated $3,357,549.
STEPHEN C NEAL sold 15,500 shares for an estimated $3,343,863
DONALD F JR ROBERTSON (Principal Accounting Officer) has made 0 purchases and 6 sales selling 5,396 shares for an estimated $942,944.
JOHN DABIRI has made 0 purchases and 2 sales selling 3,629 shares for an estimated $689,189.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$NVDA Revenue

$NVDA had revenues of $96.2B in Q2 2027. This is an increase of 105.85% from the same period in the prior year.

You can track NVDA financials on Quiver Quantitative's NVDA stock page.

You can access data on NVDA stock through the Quiver Quantitative API.

$NVDA Congressional Stock Trading

Members of Congress have traded $NVDA stock 26 times in the past 6 months. Of those trades, 11 have been purchases and 15 have been sales.

Here’s a breakdown of recent trading of $NVDA stock by members of Congress over the last 6 months:

REPRESENTATIVE JOHN MCGUIRE has traded it 2 times. They made 2 purchases worth up to $30,000 on 08/18, 04/15 and 0 sales.
SENATOR SHELDON WHITEHOUSE has traded it 5 times. They made 0 purchases and 5 sales worth up to $615,000 on 08/13, 06/30, 05/08.
REPRESENTATIVE SAM LICCARDO sold up to $50,000 on 07/21.
REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 4 times. They made 2 purchases worth up to $30,000 on 07/17, 03/13 and 2 sales worth up to $30,000 on 04/14, 03/25.
REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 07/10.
REPRESENTATIVE CLEO FIELDS has traded it 3 times. They made 3 purchases worth up to $45,000 on 06/26 and 0 sales.
REPRESENTATIVE MICHAEL A. RULLI purchased up to $15,000 on 06/25.
REPRESENTATIVE MATTHEW VAN EPPS sold up to $15,000 on 06/16.
REPRESENTATIVE DANIEL MEUSER has traded it 3 times. They made 0 purchases and 3 sales worth up to $45,000 on 05/27, 04/24, 03/25.
REPRESENTATIVE LIZZIE FLETCHER sold up to $15,000 on 04/08.
SENATOR ALAN ARMSTRONG has traded it 2 times. They made 2 purchases worth up to $115,000 on 03/30, 03/27 and 0 sales.
REPRESENTATIVE TIM MOORE sold up to $50,000 on 03/24.
SENATOR JOHN BOOZMAN purchased up to $15,000 on 03/19.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$NVDA Hedge Fund Activity

We have seen 3,238 institutional investors add shares of $NVDA stock to their portfolio, and 2,562 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

JPMORGAN CHASE & CO added 449,404,578 shares (+inf%) to their portfolio in Q2 2026, for an estimated $89,921,362,012
INVESCO LTD. added 186,832,782 shares (+130.9%) to their portfolio in Q2 2026, for an estimated $37,383,371,350
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 160,214,733 shares (+inf%) to their portfolio in Q2 2026, for an estimated $32,057,365,925
SG AMERICAS SECURITIES, LLC added 62,298,007 shares (+inf%) to their portfolio in Q2 2026, for an estimated $12,465,208,220
FMR LLC added 32,198,580 shares (+3.2%) to their portfolio in Q2 2026, for an estimated $6,442,613,872
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM removed 22,264,066 shares (-32.6%) from their portfolio in Q2 2026, for an estimated $4,454,816,965
BARCLAYS PLC removed 22,252,692 shares (-26.8%) from their portfolio in Q2 2026, for an estimated $4,452,541,142

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$NVDA Analyst Ratings

Wall Street analysts have issued reports on $NVDA in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Needham issued a "Buy" rating on 05/21/2026
Benchmark issued a "Buy" rating on 03/31/2026

To track analyst ratings and price targets for $NVDA, check out Quiver Quantitative's $NVDA forecast page.

$NVDA Price Targets

Multiple analysts have issued price targets for $NVDA recently. We have seen 23 analysts offer price targets for $NVDA in the last 6 months, with a median target of $315.0.

Here are some recent targets:

Jack Zhou from China Renaissance set a target price of $319.0 on 06/05/2026
N. Quinn Bolton from Needham set a target price of $270.0 on 06/02/2026
Gil Luria from DA Davidson set a target price of $300.0 on 06/01/2026
Ivan Feinseth from Tigress Financial set a target price of $425.0 on 05/27/2026
C.J. Muse from Cantor Fitzgerald set a target price of $350.0 on 05/21/2026
Timothy Arcuri from UBS set a target price of $280.0 on 05/21/2026
William Stein from Truist Securities set a target price of $307.0 on 05/21/2026

Full Release

News Summary:

NVIDIA is collaborating with Australian NVIDIA Cloud Partners and AI infrastructure partners including Firmus, Sharon AI, IREN, ResetData, Megaport, CDC, NEXTDC and AirTrunk to expand land, power and shell capacity designed to host multiple generations of NVIDIA DSX compute infrastructure.
Built on the NVIDIA DSX platform, these full-stack AI factories provide high-performance AI compute for Australian startups, universities, researchers, enterprises, developers and AI-native companies.
Expanded access to NVIDIA accelerated computing and NVIDIA Nemotron open models will enable organizations including Heidi and Atlassian to build regional AI models, applications and agents for industries nationwide.

MELBOURNE, Australia, Sept. 09, 2026 (GLOBE NEWSWIRE) -- NVIDIA today announced that it is collaborating with a growing ecosystem of Australian NVIDIA Cloud Partners (NCPs) and AI infrastructure partners to expand land, power and shell capacity designed to host multiple generations of NVIDIA DSX™ AI factories, supporting the nation’s growing demand for AI compute — with up to a 2-gigawatt buildout by 2027.

The participating providers will operate the AI factories, with NVIDIA delivering the DSX platform, accelerated computing, networking, software and ecosystem support.

“AI factories turn energy into intelligence — the essential resource of the AI economy,” said Raj Mirpuri, vice president of global AI clouds and infrastructure ecosystem at NVIDIA. “NVIDIA DSX is a full-stack platform compatible with the CUDA ecosystem and enhanced through software over the life of the infrastructure, making AI factories more productive, fungible and durable — and a new investable asset class. Through our partnerships with Australian NCPs, this infrastructure can support multiple generations of NVIDIA compute and expand local access to accelerated computing and NVIDIA Nemotron open models, helping Australian innovators build AI at home.”

Growing AI adoption across industries is increasing demand for high-performance computing. Expanding capacity in Australia will enable local innovators to develop models, applications and agents while supporting additional power generation projects to support regional and global demand for AI compute.

NVIDIA DSX is a full-stack AI factory platform spanning facilities infrastructure, computing, networking, software and reference designs. Compatible with the NVIDIA CUDA ^® ecosystem and enhanced through software over the life of infrastructure, DSX helps operators serve a broad range of workloads and customers, improve performance and utilization, and extend the useful life of their assets — strengthening productivity, fungibility, durability, rentability and long-term economics.

This expanded capacity will give Australian innovators greater access to accelerated computing and NVIDIA Nemotron™ open models to develop locally relevant models, applications and agents, while supporting regional and global demand for AI compute.

Australia’s established sustainable energy and digital infrastructure, deep technology talent and reputation as a trusted global economic partner provide a strong foundation for startups, universities, researchers, enterprises, developers and AI-native companies to train, deploy and scale AI.

Building Australia’s AI Factory Infrastructure
Across Australia, NCPs and AI infrastructure partners Firmus, Sharon AI, IREN, Megaport, ResetData, CDC, NEXTDC and AirTrunk are already investing in NVIDIA DSX AI factories to deliver high-performance AI compute to organizations nationwide.

Firmus is expanding its Project Southgate initiative, developing NVIDIA-powered AI factories designed to support hyperscale and AI-native demand across Australia and Asia-Pacific.

“Project Southgate represents a tangible commitment to building Australia’s AI future,” said Oliver Curtis, cofounder and co-CEO of Firmus. “Together with NVIDIA, we are developing AI factories that will give Australian businesses, researchers and innovators access to world-class computing capacity at home, while positioning Australia to meet growing AI demand across Asia-Pacific.”

Sharon AI is deploying up to 68,000 NVIDIA GPUs connected with NVIDIA Quantum InfiniBand and NVIDIA Spectrum-X™ Ethernet networking, using the NVIDIA DSX platform to support startups, enterprises and research organizations.

“ Australia has the energy, connectivity and ambition to lead in AI. That potential only becomes real capability when organizations can access world-class compute without compromising on security or sovereignty,” said James Manning, cofounder and CEO of Sharon AI. “By building on NVIDIA’s DSX platform, Sharon AI is equipped to bring gigawatt-scale AI factories to Australian enterprises, researchers, government and AI natives. With the trust and reliability needed to build, train and deploy AI at scale, Australia can turn its natural advantages into a genuine national AI capability.”

IREN is partnering with NVIDIA to accelerate deployment of large-scale AI factories by combining NVIDIA’s DSX AI factory architecture with IREN’s expertise across power, land, data centers, GPU deployment and infrastructure operations.

“Building AI infrastructure at scale requires integrating every layer: data centers, compute and software,” said Daniel Roberts, cofounder and co-CEO of IREN. “Combining IREN’s vertically integrated platform with the NVIDIA DSX AI factory reference architecture provides a repeatable blueprint to bring capacity online at scale. We are applying that blueprint across our development portfolio, bringing IREN’s proven international delivery and operating experience to our 800-megawatt Bundey campus in South Australia.”

Megaport is expanding access to NVIDIA accelerated computing through its wholly owned subsidiary, Latitude.sh, to support the inference needs of leading AI enterprises. Combined with Megaport’s global software-defined network, Latitude.sh compute platform brings AI processing closer to users, reducing latency and improving responsiveness.

“Megaport is proud to support Australia’s growing AI infrastructure ecosystem as an Australian-founded global infrastructure provider,” said Michael Reid, CEO of Megaport. “By investing in NVIDIA AI factories and expanding access to high-performance AI infrastructure, we help Australian organisations build and deploy AI locally, and scale globally through Megaport’s worldwide platform.”

ResetData is building AI infrastructure in Australia, providing NVIDIA accelerated computing through its AI cloud platform for enterprises, government and research customers that require high-performance compute and Australian data residency.

“At ResetData, we’ve proven that when Australian businesses and researchers like the team at ProCan at the Children’s Medical Research Institute have access to high-performance compute, they can deliver industry-leading results,” said Marcel Zalloua, joint CEO of ResetData. “That is why we are proud to partner with NVIDIA and develop the sovereign, purpose-built infrastructure solutions that will accelerate Australian expertise and empower local businesses with the tools needed to compete and innovate on the global stage.”

CDC has developed AI-ready data center infrastructure across Australia and New Zealand to support high-density AI and high-performance computing workloads. Its facilities feature advanced cooling technologies, including direct liquid-to-chip cooling, designed to support the deployment of NVIDIA accelerated computing infrastructure at scale.

“CDC operates more than 550 megawatts of capacity across Australia and New Zealand, with a further 800 megawatts under construction and additional growth planned to support world-leading, high-density workloads for critical infrastructure,” said Greg Boorer, founder and CEO of CDC. “Our facilities use 100% renewable electricity and incorporate pioneering zero water advanced cooling technologies certified for NVIDIA accelerated computing infrastructure.”

NEXTDC has developed AI-ready data center infrastructure designed to support high-density AI factories, providing the power, cooling, connectivity and physical infrastructure required to deploy increasingly compute-intensive AI systems.

“NEXTDC operates and continues to develop liquid-cooled, high-density infrastructure, including AI factories built on NVIDIA DSX and interconnected with the world’s leading cloud platforms,” said David Dzienciol, chief customer and commercial officer at NEXTDC.

AirTrunk is expanding AI-ready powered shells across the region, including direct-to-chip liquid-cooling infrastructure designed to support high-density AI workloads.

“AI is reshaping hyperscale infrastructure in Australia, driving new approaches to location, capacity, cooling, power and connectivity,” said Damien Spillane, chief customer and innovation officer of AirTrunk. “AirTrunk is innovating to meet this demand while creating skilled expertise, capability and economic value in Australia.”

From AI Infrastructure to AI Innovation
Greater access to accelerated computing is enabling Australia’s developers, AI-native companies and enterprises to build models, applications and agents tailored to local industries and communities.

Organizations including Heidi and Atlassian are using NVIDIA Nemotron open models, datasets and tools to build and customize AI across language, reasoning, speech and multimodal applications.

Heidi combines NVIDIA Nemotron models with Heidi’s specialized clinical knowledge to redefine voice-driven AI to establish a new benchmark for healthcare excellence.

“NVIDIA Nemotron 3 Ultra gives us the flexibility to build and post-train models for the real complexity of healthcare,” said Yu Liu, cofounder and chief technology officer of Heidi. “Combining Nemotron with Heidi’s clinical training and fine-tuning capabilities helps us reason across patient histories, clinical context and guidelines at scale, turning that information into actionable insights while preserving the trust and privacy patients expect.”

Atlassian is advancing Rovo’s semantic search with NVIDIA AI to make enterprise search more intelligent, context-aware and capable of surfacing more relevant insights across complex data and workflows.

“NVIDIA’s accelerated computing infrastructure and open model ecosystem are foundational to how Atlassian builds and delivers AI,” said Guihong Cao, head of engineering for Rovo + AI at Atlassian. “From supervised fine-tuning and reinforcement learning to powering intelligent experiences in Rovo, NVIDIA provides the performance, economics and flexibility we need to innovate responsibly at the scale our customers expect. As Australia’s AI infrastructure continues to grow, it will play an increasingly important role in that journey, and we’re excited to keep pushing the boundaries of what’s possible together.”

Together, these efforts connect AI infrastructure with the open models and software that turn computing capacity into applications. By expanding access across the full AI stack, NVIDIA and Australia’s AI ecosystem are enabling innovators across research, industry and the public sector to build and scale AI locally and bring Australian innovation to the world.

About NVIDIA
NVIDIA (NASDAQ: NVDA) is the world leader in AI and accelerated computing.

For further information, contact:
Randa Hinton
Corporate Communications
NVIDIA Corporation
[email protected]

Certain statements in this press release including, but not limited to, statements as to: AI infrastructure being able to serve every industry and create lasting value, making it a new investable asset class; expectations with respect to demand for high-performance computing and related trends and drivers; expectations with respect to expanding capacity in Australia; expectations with respect to growth, performance, availability, and benefits of NVIDIA’s products, services and technologies, and related trends and drivers; expectations with respect to NVIDIA’s third party arrangements, including with its collaborators and partners; expectations with respect to technology developments, and related trends and drivers; projected market growth and trends; expectations with respect to AI and related industries; and other statements that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the “safe harbor” created by those sections based on management’s beliefs and assumptions and on information currently available to management and are subject to risks and uncertainties that could cause results to be materially different than expectations. Important factors that could cause actual results to differ materially include: global economic and political conditions; NVIDIA’s reliance on third parties to manufacture, assemble, package and test NVIDIA’s products; the impact of technological development and competition; development of new products and technologies or enhancements to NVIDIA’s existing products and technologies; market acceptance of NVIDIA’s products or NVIDIA’s partners’ products; design, manufacturing or software defects; changes in consumer preferences or demands; changes in industry standards and interfaces; unexpected loss of performance of NVIDIA’s products or technologies when integrated into systems; NVIDIA’s ability to realize the potential benefits of business investments or acquisitions; and changes in applicable laws and regulations, as well as other factors detailed from time to time in the most recent reports NVIDIA files with the Securities and Exchange Commission, or SEC, including, but not limited to, its Annual Report on Form 10-K and Quarterly Reports on Form 10-Q. Copies of reports filed with the SEC are posted on NVIDIA’s website and are available from NVIDIA without charge. These forward-looking statements are not guarantees of future performance and speak only as of the date hereof, and, except as required by law, NVIDIA disclaims any obligation to update these forward-looking statements to reflect future events or circumstances.

© 2026 NVIDIA Corporation. All rights reserved. NVIDIA, the NVIDIA logo, CUDA, NVIDIA DSX, NVIDIA Spectrum-X and NVIDIA Nemotron are trademarks and/or registered trademarks of NVIDIA Corporation in the U.S. and/or other countries. Other company and product names may be trademarks of the respective companies with which they are associated.