NextDC在澳洲資料中心受挫後暫停未簽約專案

克莉絲汀・陳報導By Christine Chen

雪梨，11月9日（路透社）— 澳洲資料中心營運商NextDC週一表示，在墨爾本一座設施遭遇重大挫折後，將停止所有尚未取得客戶合約專案的工程；同時，兩大主要競爭對手已敲定收購該公司價值7.15億澳元（4.92億美元）的股權。SYDNEY, Nov 9 (Reuters) - Australian data centre operator NextDC said on Monday it would stop work on all projects without customer contracts following a big setback on a facility in Melbourne, as two major rivals finalised buying an A$715 million ($492 million) stake in the company.

由於供電延誤與社區反彈，該公司位於墨爾本的旗艦M3資料中心擴建工程暫停，迫使公司上月下修獲利預測，導致股價重挫42%。A suspension of work on its flagship M3 data centre expansion in Melbourne due to power delays and community backlash forced the company to cut its earnings forecasts last month, sending its share price tumbling 42%.

墨爾本專案延宕後，NextDC決定暫停未簽約專案，對這家曾被譽為澳洲最積極資料中心開發商的公司而言，是另一項打擊。The decision to pause uncontracted projects after the Melbourne delay is another blow for NextDC, which had been touted as Australia's most prolific data centre developer.

NextDC執行長克雷格・斯克羅吉（Craig Scroggie）在瑞銀（UBS）澳大拉西亞會議上表示：「過去幾週，我當然沒想到（我）會處在今天這種必須處理一些延誤的局面。」"The last couple of weeks (I) certainly didn't expect to be in the position we're in today having to deal with some delays," NextDC's chief executive, Craig Scroggie, told the UBS Australasia conference.

「不幸的是，這或許反映了全球環境，也就是在溝通、社會許可、人們對人工智慧的感受，以及資料中心作為其實體化身方面的情況。」"That's unfortunately probably reflective of the global environment in relation to the engagement, social license, people's feelings about artificial intelligence and data centres being the physical embodiment of that."

斯克羅吉表示，M3專案延宕意味著首要任務是爭取社區支持該專案，而「任何沒有客戶合約與客戶承諾、不是我們絕對必須交付的事項，現在都不再是優先事項」。Scroggie said the M3 delay meant the top priority was to win community backing for that project and "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."

他沒有說明有多少專案將暫停。根據該公司2026年年報，NextDC有11座資料中心正在開發或處於規劃階段。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.

「在我們清楚傳達我們已解決這個問題、已贏得所有支持我們者的信任之前，這些工作不能重啟，之後我們才會恢復工作。」"That work can't restart until we clearly communicate that we've solved this problem, that we've earned the trust of everybody that's been supporting us, and then we will get back to work."

NextDC的競爭對手嘉民集團（Goodman Group）及其在紐約上市的合作夥伴Digital Realty，在股價暴跌後於上週買下該公司9.9%股權。NextDC's rivals Goodman Group and its New York-listed partner, Digital Realty, bought a 9.9% stake in the company last week following the share price plunge.

斯克羅吉說：「當你們像我們過去幾週一樣遇到挑戰時，有人……看到這種情況並說，現在可能是時候了，對我來說其實一點也不意外。」"When you have a challenge like we've had in the last couple of weeks, it's not really any surprise to me that people … look at that and say, now might be the time," Scroggie said.

嘉民集團與Digital Realty表示，目前沒有計畫提出收購要約，但保留這麼做的權利。他們表示，「期待與NextDC董事會及管理層就各方可能協助因應公司所面臨挑戰的方式與形式進行潛在合作」。Goodman and Digital Realty said they had no plans at the moment to launch a takeover offer, but reserved the right to do so. They said they would "look forward to a potential collaboration with the NextDC board and management on the ways and forms in which the parties may help to address the challenges facing the company".

在他們突襲買股後，NextDC股價收復了因獲利下修而失去的跌幅。Following their share raid, NextDC's share price recovered the ground lost from the earnings writedown.

（1美元 = 1.4520澳元）($1 = 1.4520 Australian dollars)

（雪梨克莉絲汀・陳報導；Scott Murdoch與Sonali Paul編輯）(Reporting by Christine Chen in Sydney. Editing by Scott Murdoch and Sonali Paul)