澳大利亚数据中心商NextDC暂停全部无客户合同项目：墨尔本M3扩建因电力延误与社区反对受挫，股价曾跌42%
澳大利亚数据中心运营商 NextDC（澳大利亚证券交易所代码：NXT）11月9日表示，将暂停所有尚无客户合同的项目。此前，该公司位于墨尔本的旗舰项目 M3 数据中心扩建因电力供应延误与社区反对而暂停，公司上月因此下调盈利预期，股价一度下跌42%。
NextDC 首席执行官克雷格·斯格罗吉（Craig Scroggie）在 UBS 澳大拉西亚会议上表示，过去几周的局面出乎意料，M3 延误后公司的首要任务是为该项目赢得社区支持，「任何没有客户合同、没有我们必须绝对交付的客户承诺的项目，现在都不再是优先事项」。他没有说明将暂停多少个项目；按公司2026年年报，其处于开发或规划阶段的中心共有11处。斯格罗吉称，相关工作要到公司能清楚说明问题已解决、重新赢得各方信任之后才会重启，并称这一局面反映了全球范围内公众对人工智能与数据中心的态度环境。
与此同时，两家主要竞争对手上周完成了对 NextDC 的入股：Goodman Group 与其在纽约上市的伙伴 Digital Realty 以7.15亿澳元（约4.92亿美元）买入 NextDC 9.9%的股份，买入时点在该公司股价因下调预期大跌之后。两家公司表示目前无意提出收购要约，但保留这样做的权利，并称期待与 NextDC 董事会及管理层就协助应对公司面临的挑战开展潜在合作。路透社报道称，在这笔入股之后，NextDC 股价已收复因盈利下调失去的跌幅。
Australian Data Centre Operator NextDC Pauses All Uncontracted Projects After Melbourne M3 Setback; Shares Had Fallen 42%
Australian data centre operator NextDC (ASX: NXT) said on Monday, November 9, that it would stop work on all projects without customer contracts, following a setback at a facility in Melbourne. Work on the expansion of its flagship M3 data centre in Melbourne was suspended because of power delays and community backlash, which forced the company to cut its earnings forecasts last month and sent its share price tumbling 42%.
Chief Executive Craig Scroggie told the UBS Australasia conference that he had not expected to be dealing with the delays, and that the M3 delay meant the top priority was to win community backing for that project: "anything that didn't have a customer contract and a customer commitment that we absolutely have to deliver on is now no longer a priority." He did not say how many projects would be paused; the company had 11 centres in development or in the planning stages, according to its 2026 annual report. Scroggie said the work could not restart until the company had clearly communicated that it had solved the problem and earned back trust, and described the situation as reflective of the global environment around public engagement and feelings about artificial intelligence and data centres.
Separately, two major rivals, Goodman Group and its New York-listed partner Digital Realty, last week finalised buying a 9.9% stake in NextDC for A$715 million ($492 million) following the share price plunge. Goodman and Digital Realty said they had no plans at the moment to launch a takeover offer but reserved the right to do so, and that they looked forward to a potential collaboration with NextDC's board and management on ways to help address the challenges facing the company. Reuters reported that NextDC's share price has since recovered the ground lost from the earnings writedown.
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来源：NextDC（
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图片来源：NextDC 位于珀斯的 P2 数据中心（资料图）。（Wikimedia Commons／CC0）|NextDC's P2 data center in Perth (file photo). (Wikimedia Commons / CC0)
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