Infratil has informed the NZX that CDC’s power delivery and construction timelines for its Australian sites under construction are tracking as anticipated. The notice, released at 2.31pm NZ time on 21 October 2026, said Infratil had received a number of investor queries about power delivery timelines for under-construction sites in Australia.
“CDC has confirmed that it has robust delivery plans for all sites under construction, power delivery and construction timelines are tracking as anticipated and CDC-related financial guidance is unchanged,” according to the notice. It covers every CDC site under construction in Australia. Infratil chief financial officer Matthew Ross authorised the release.
Infratil’s notice gives its shareholders a direct answer on power timing, on a day when power supply was the question hanging over NEXTDC.
Our read is that Infratil moved to separate CDC from NEXTDC’s problem before investors drew the link themselves. Its shares had fallen earlier in the week, and a short, specific statement on power is the quickest way to answer that.
