Australia's AI Gold Rush: Nvidia Doubles Down as Skeptics Sound the Alarm

Australia is experiencing an unprecedented AI infrastructure boom — but a growing chorus of skeptics argues the market is hallucinating value, and the price of being wrong could be staggering.

The Evidence For

• Nvidia plans to double Australian compute capacity by 2027, targeting an extra 2 gigawatts of AI-ready capacity via its DSX platform — partnering with local data centre developers including Firmus and Sharon AI. The scale is breathtaking: Nvidia's own chips...