Skip to content
TrackPodcasts
newsAug 29, 202523:19pending

Weekend Edition: The AI race. Build fast. Build big.

About this episode

Friday 29th August 2025


Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.


Ten years ago Robin Khuda had a vision that data centres needed to be much bigger. Hyper-scaling, as they call it. Back then there was about 400 megawatts of capacity in Australian data centres, and three or four gigawatts across Asia-Pacific & Japan. Today, AirTrunk has two gigawatts portfolio of hyperscale data centres, with big expansion plans across the region. They are attracting big money to fund this expansion, which is responding to the needs of the major tech players and their AI trajectory. Phil talks to Carly Wishart, AirTrunk’s managing director, corporate and international, and Prashant Murthy, managing director capital and strategy. He asks how they move swiftly, secure the necessary funding, stand out from the competition and not run the risk of overbuilding. And what innovative approaches are emerging to power AI responsibly and sustainably?


Hosted on Acast. See acast.com/privacy for more information.

Get every episode summarized

Each time NAB Morning Call publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.

Email me new episodes

Free for 3 shows. No card needed.

Hosts & guests

No transcript yet

This episode has not been transcribed. Request it and it moves to the front of the queue.

Weekend Edition: The AI race. Build fast. Build big.

NAB Morning Call

0:00
23:19

More episodes

More from NAB Morning Call

View all episodes →