Airtrunk has been designed around extracting every last cent of cost savings possible.
Based at Huntingwood, so more bang for your buck on real estate.
Scale, gives you great operating leverage. (assuming demand). Airtrunks Data Centre's will have a higher initial break even.
Connected straight into the 132kV Transmission System, Electrically close to a major Transgrid Substation. This reduces their losses/infrastructure contributions. Less Lines, Substations, Transformers, Switchgear, redundancy, maintenance to contribute too. They will be able to deliver power at the lowest possible cost and have more flexibility to get through a power upgrade.
Same story again for water.
Telecommunications also becomes more efficient at greater scale.
Hyperscale will always make sense assuming the demands there. As the Data Centre fills up it just keeps becoming more & more profitable as the affect of fixed cost's continues to diminish.
Small price differences are likely to be meaningful for big cloud provider's. Less so for individual end Customer's where other factor's such as value add services, the Market Place of service provider's have more of a sway.
Looking at Nearmap, the first building is complete & just over 50% decked out with Chiller's/Generator's (20 of each). They have started construction on a second smaller stage building (2/3rd's the size?). So they have definitely signed up some significant customers. (Taking a stab, I would guess maybe Amazon, Google).
Airtrunk is about giving big Cloud provider's a cheaper, reliable, scalable location to build. NextDC is built around having more smaller premium/bespoke customer's/service provider's who add value through creating a market place.
More direct competitor's to what NextDC does would be GlobalSwitch, Digital Realty, Equinix, etc.
It's all about how you predict the IT Load market will be carved up in the future.
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