NEXTDC

As of 2026-10-09, NEXTDC has 4 tracked suppliers and 5 tracked customers in this dataset; its largest supplier by market cap is Schneider Electric. The supplier and customer lists here follow a shared pattern for this segment rather than being individually confirmed for NEXTDC — see /methodology.

Sourced from 1 reference — Wikipedia — last verified 2026-06-14.

Australian hyperscale data-center operator.

Ticker: ASX: NXT
Headquarters: Brisbane
Founded: 2010
Revenue: $345M (FY2026) · +16.2% YoY
Net income: $57M
Operating margin: -7.8%
Market position: major
Value-chain segment: Data Center Operators (Colo)
Key products: Hyperscale data-center colocation (Australia), NEXTDC S3 / M2 / B2 campuses, Managed connectivity and cloud on-ramps, Sovereign AI data-center infrastructure, AXON edge platform

About NEXTDC

NEXTDC, headquartered in Australia, operates in the Data Center Operators (Colo) segment of the semiconductor & AI supply chain and is positioned as a market major there. Its key products include Hyperscale data-center colocation (Australia), NEXTDC S3 / M2 / B2 campuses, Managed connectivity and cloud on-ramps, Sovereign AI data-center infrastructure, AXON edge platform. wafergraph maps 4 tracked suppliers and 5 tracked customers for NEXTDC across the value chain. It has a supply-chain criticality score of 8/100, with 19 companies downstream of it.

NextDC is an Australian data centre operator headquartered in Brisbane, Queensland. It is the largest listed developer and operator of such facilities in the country. As of March 2026, the company operates 17 data centres in Australia and one in Malaysia.

Role in the chain

NEXTDC is a market major in AI & Data Center (Data Center Operators (Colo)), headquartered in Australia. Australian hyperscale data-center operator.

Diligence questions

The dataset records 4 tracked suppliers for NEXTDC. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
3 of NEXTDC's tracked suppliers are a monopoly or leader (including Delta Electronics, Schneider Electric, Vertiv). Which of those are actually single-source for the process step you care about?
The dataset names 5 tracked customers for NEXTDC. How concentrated is demand among those names, and which of them have a documented second source in this graph?
NEXTDC is headquartered in Australia. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
NEXTDC trades as ASX:NXT. What does the latest reported period say about capacity and backlog versus the graph position above?
Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.

Full diligence pack for NEXTDC