By Mark Verhoeven
Publication Date: 2026-05-18 20:00:00
Artificial intelligence requires enormous amounts of physical and digital infrastructure to operate.
Behind every major language model is a vast and rapidly growing layer of physical data centers, network connectivity, and logistics software.
The three ASX-listed companies are quietly positioning themselves as essential infrastructure providers for the AI era.
Image source: Getty Images
The Goodman Group is tackling artificial intelligence from the ground up.
The company owns, develops and manages industrial real estate and data center facilities in 16 major cities worldwide.
Data centers now account for 73% of Goodman’s $14.4 billion development pipeline, up from just 40% 18 months ago.
The company has assembled a 6.0 gigawatt power bank across its global network.
This is becoming increasingly difficult for competitors to replicate as access to power emerges as one of the key obstacles to expanding AI infrastructure.
Amazon has committed $20 billion to Australian data centers by 2029,…
