CommBank sees Australia data center build reaching $150 billion by 2030
Reuters2026/08/06 00:17- Commonwealth Bank analysis flagged Australia’s data center pipeline as a major investment cycle, driven by AI demand and rising digital activity.
- Public announcements imply about 6 gigawatts of potential capacity, about 4x Australia’s operational capacity at end-2025.
- Central estimate put total nominal build at about AUD 150 billion by 2030; full build-out could reach about AUD 220 billion.
- Data centers estimated to add about 6 percentage points to real business investment growth in 2026, about 5 percentage points in 2027.
- GDP impact seen at about 0.2 percentage points in 2026, 0.2 percentage points in 2027, as high-cost equipment is largely imported.
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