The part talking about NextDC starts at around 10 min 35 seconds and lasts ~10 mins.
Talks about what NextDC does, what some of their competitive advantages are (high costs to entry, sticky customers, 30-40 year building lifecycles etc), where their revenue streams come from ('hyperscaler' vs 'retail customers' - with retail customers being more valuable in the long run)), future revenue growth and expansion plans (eg - S3).
Some good content for those new to NextDC, or for those just wanting a refresher on the company.
NXT Price at posting:
$9.81 Sentiment: Buy Disclosure: Held
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(20min delay)