澳大利亚数据中心运营商NextDC的股价在周三暴跌40%1，此次下跌反映出投资者对AI基础设施商业可行性的质疑。股价大幅下滑的直接原因是该公司墨尔本M3数据中心项目的延期1，该项目推迟源于当地社区对电力基础设施的担忧，导致电力公司Jemena暂停了关键的22米高电力杆的施工1。
这一事件暴露了AI数据中心扩建面临的多重挑战。全球AI基础设施投资预计到2032年达到10万亿美元1，但OpenAI和Anthropic等公司需要在未来六年内每年增加80%的收入才能支撑这些投资1。同时，澳大利亚各地面临严峻的基础设施压力——新南威尔士州数据中心可能在十年内消耗悉尼日均用水量的25%1，而维多利亚州电力公司AusNet已收到超过10吉瓦的数据中心连接请求，这可能超过该州的全部供电容量1。这些挑战已开始动摇投资者信心，竞争对手也因融资困难而调整计划——Firmus已取消了在澳大利亚股票交易所的多亿美元上市计划1，CoreWeave股价在上周一天内下跌15%1。
NextDC's stock price collapsed by 40% on Wednesday as the Australian data centre operator faced mounting pressure from project delays and growing investor skepticism about the viability of AI infrastructure investments.1 The sharp decline was triggered by postponement of the company's flagship Melbourne M3 data centre project, which led to downward revisions of revenue forecasts.1
The Melbourne project's delay stems from community concerns about power infrastructure, prompting Jemena, the local power company, to suspend construction of a critical 22-meter electricity pole required for the facility.1 This setback reflects broader challenges facing the AI infrastructure sector, as competing operators including Firmus and Nscale encounter increasing difficulties in securing funding.1 Firmus has already cancelled its planned multi-hundred-million-dollar listing on the Australian Stock Exchange, while CoreWeave's shares fell 15% in a single day last week.1
The hurdles facing data centre expansion in Australia underscore intensifying tensions between rapid AI infrastructure growth and the practical constraints of power supply and social acceptance. Victoria's network operator AusNet has received over 10 gigawatts of connection requests from data centre operators, which could exceed the state's total generation capacity.1 Meanwhile, projections suggest that New South Wales data centres could consume up to 25% of Sydney's daily water usage within a decade.1 Against this backdrop, analysts estimate that companies such as OpenAI and Anthropic will need to achieve 80% annual revenue growth over the next six years to justify the investment scale required, with global AI infrastructure investment alone projected to reach 10 trillion U.S. dollars—or A$14.25 trillion—by 2032.1
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