Inside the $1 Billion AI Data Centre on Sydney's North Shore

Ten kilometres from Sydney's CBD sits a billion-dollar building almost no one is allowed inside. It houses the servers running Australia's hospitals, banks, emergency services and, increasingly, its AI industry. We go inside NextDC's S3 data centre in Artarmon with CEO Craig Scroggie to answer one question: is this the greatest investment opportunity of a generation, or the most expensive gamble Australia has ever made? From seven layers of biometric security and NVIDIA supercomputers producing AI tokens, to kinetic flywheels, hundreds of thousands of litres of backup diesel and recycled-water cooling, this is a rare look inside the physical infrastructure powering the AI boom. Timestamps: 00:00 A billion-dollar question 00:49 Demand is outstripping supply 01:36 Seven layers of security 02:41 Why build so close to the city? 03:36 Inside a data hall 04:29 Hot aisles, cold aisles and cooling 05:17 GPUs and GPU-as-a-service 06:05 How AI tokens are made and sold 06:44 Powering the building: grid, flywheels and diesel 08:28 Rejecting heat with recycled water 09:44 Could we build data centres in space? 11:13 What are we actually building? 12:37 Is this an AI bubble? 13:28 The verdict #NextDC #DataCentres #AI #ArtificialIntelligence #Nvidia #ASX #Investing #EquityMates -------------- Want to get involved? Join our daily mailing list to stay up to date on all things in business and markets: https://equitymates.beehiiv.com/subsc... Ask us a question: https://equitymates.com/get-in-touch/ Join the conversation in the Facebook Discussion Group   / equitymates   Instagram:   / equitymates   X:   / equitymates   TikTok:   / equitymates   LinkedIn:   / equity-mates   -------------- Disclaimer: Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.