Infrastructure
One of Australia's biggest AI infrastructure deals has been announced, just days after the Labor government said new data centre builds must be powered by renewable energy.
The chief executive of the country's largest listed data centre pure play was in a combative mood despite facing a massive shareholder revolt.
Portfolio manager Jeff Brunton says super funds would invest more in the energy transition if contentious performance test rules are overhauled.
Infratil CEO Jason Boyes is eyeing South East Asia for expansion and says Australian investors are less convinced about new tech than some of their global peers.