Video - NEXTDC, Infratil, Macquarie, Megaport: Data centres in space? ... what's the risk of SpaceX's plans for Australian data centre operators?

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Video - NEXTDC, Infratil, Macquarie, Megaport: Data centres in space? ... what's the risk of SpaceX's plans for Australian data centre operators?

Idea

July 16, 2026 08:30 PM GMT

Morgan Stanley Australia Limited+MVideo - NEXTDC, Infratil, Macquarie, Megaport Andrew McLeod

| Asia Pacific Equity Analyst

Andrew.Mcleod@morganstanley.com +61 2 9770-1692

Angela Sutcliffe

Equity AnalystData centres in space? ... what's Angela.Sutcliffe@morganstanley.com +61 2 9770-1612

the risk of SpaceX's plans for

Australian data centre

Australia Media, Internet and Technology

operators? Asia Pacific

Industry View Attractive

In this video, Andrew & Angela explain what SpaceX has said Click here to access the underlying 41 page

about its plans for launching compute into space and provide research report: Australia Media, Internet,

Technology & Telecoms (TMT): How SpaceX

thoughts on what this means for the existing (and planned)

touches everything in your TMT portfolio … and

terrestrial data centres in Australia. In short - it is a long-term

why investors need to form a view. (7 Jul 2026).

risk to monitor, but we see no near-term impact.

Other relevant recent reports:

Key Takeaways Video 1: Telstra, TPG Telecom, Aussie

The SpaceX prospectus affirms tailwinds for terrestrial DC demand in the near Broadband: How disruptive could SpaceX/

term, with their own investment still focused on building terrestrial capacity. Starlink be to the existing Consumer Broadband

providers in Australia? (12 Jul 2026) Power, water, cooling, GPUs and connectivity remain key bottlenecks, which

Video 2: Telstra, TPG Telecom, Optus/Singtel: orbital compute could potentially help solve, given space is "one big cold

Thinking about how SpaceX/Starlink satellites backyard".

could enter the Australian Mobile landscape. (15