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Australia’s data centre growth proportion now matches the US

Ketan Joshi · 30 Apr 2026

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  1. Even if a small fraction of this pipeline ends up operational, data centres will drive far more than 50% of demand growth in the NEM.
  2. In the face of weakened renewable roll-out in Australia, the most likely outcome is simply that coal and gas just generate more, and for many more years past their shut down date.

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