Diidmo bulsho iyo qiimo-dhimis ba'an oo muujiyay nuglaanta kobaca AI-da
Saamiyada NEXTDC ayaa hoos u dhacay 42 boqolkiiba hal maalin gudaheed, halka hindisaha Firmus ee qiimihiisu ahaa ilaa $44 bilyan uu burburay.
Saamiyada shirkadda NEXTDC ayaa hoos u dhacay 42 boqolkiiba hal maalin gudaheed ka dib markii ay shaacisay in dib u dhac ku yimid helista korontada uu dhimmi doono dakhliga mustaqbalka saddex meelood meel. Dhanka kale, hindisaha Firmus ee qiimihiisu ahaa ilaa $44 bilyan ayaa burburay.
Dib u dhac koronto oo saameeyay NEXTDC
NEXTDC waxay shaacisay in dib u dhac ku yimid helista korontada ee balaadhinta xarunteeda ku taal galbeedka Melbourne uu sababay in dakhliga mustaqbalka la gooyo saddex meelood meel. Shirkaddu waxay sidoo kale aqoonsatay in dib u dhaca biilasha macaamiisha uu saameyn karo awoodda ay u leedahay inay isticmaasho $6.7 bilyan oo deyn ah oo diyaar u ah, waxayna digniin ka dirtay in dib u dhacyadu saameyn karaan qiimaynta hantida, iyadoo saameynta maaliyadeed aan weli la garanayn.
Diidmo bulsho oo hor istaagtay tiirarka korontada
Khilaaf xaafadeed iyo fal mucaaradnimo madaniga ah, oo ay dadka deegaanku baabuurradooda jidka dhigteen si ay uga xiraan marinnada baabuurta waaweyn, ayaa joojiyay socodka tiirarka korontada ee warshadaha oo loo baahnaa si loo xoojiyo xarunta data-ka. Morningstar waxay sheegtay in hantida NEXTDC, oo ay ku jiraan tan hadda jirta iyo tan qorshaysan, ay weli baahi weyn u qabto, laakiin walaacyada bulshada laga qabo xarumaha ayaa kordhin kara kharashka oo ku qasbi kara kuwa cusub inay ka fogaadaan meelaha dadku ku badan yihiin.
Firmus iyo qiimayn aan la aqbali karin
Firmus waxay rabtay inay ku soo xarooto suuqa saamiyada iyada oo qiimaha hindisaha ay ku qiyaastay ilaa $44 bilyan, laakiin maalgashadayaasha waaweyn ayaa diiday inay iibsadaan saamiyaha $11 ka mid ah. John Pearce, oo ah madaxa maalgashiga UniSuper, ayaa sheegay in Firmus ay leedahay sheeko soo jiidasho leh laakiin aanay lahayn qiimayn soo jiidasho leh, isagoo ku tilmaamay qiimaha hadda jira mid loo baahan yahay in wax walba si fiican u socdaan. Filip Tortevski oo ah falanqeeye sare oo ka tirsan Wealth Within ayaa ku tilmaamay xaaladda NEXTDC digniinta ugu horreysa ee dhabta ah.
NEXTDC shares fell 42 per cent in a day, while Firmus abandoned a planned $44 billion listing.
Two setbacks for Australian data centre companies have raised questions about the AI boom, after NEXTDC shares fell 42 per cent in a single day and an AI data centre firm, Firmus, abandoned a planned listing that would have valued it at about $44 billion.
Power delays cut NEXTDC earnings
NEXTDC disclosed that delays in getting power to a proposed expansion of its complex in inner-west Melbourne meant its future earnings would be cut by a third. A neighbourhood dispute and an act of civil disobedience, with residents parking cars in the street to deny trucks access, had stopped the power poles needed for the next stage of the data centre.
Firmus listing fails on valuation
Firmus sought an initial public offering that would have valued it at about $44 billion. Large investors declined to buy shares at $11 each, a price that would have ranked it among Australia's 20 largest firms, more valuable than Transurban and Coles. UniSuper chief investment officer John Pearce said: "It all comes down to valuation. We think that Firmus indeed has a compelling story. It just doesn't have a compelling valuation. At the current valuation, it's priced to perfection. So much has to go right to justify the valuation."
Analysts warn of wider risks
Filip Tortevski, senior analyst at Wealth Within, called the NEXTDC situation the "first serious warning shot" and said: "What's concerning isn't simply the $140 million in revenue affected by electricity delays. It's the potential chain reaction nobody was pricing in." NEXTDC has said delayed customer billing could affect its ability to draw on $6.7 billion in available debt facilities and warned the delays could affect property valuations, with the financial impact still unknown.
Ilaha iyo xuquuqda sawirka
Sawir: ABC Australia Xigasho
