Thursday 29 October 2026 · Vol. 1 · No. 006 Sign inSubscribe
Best Effort

The weekday briefing on Australian telecommunications, data centres and AI infrastructure.

Data centres

WinDC to host NVIDIA DSX Pod AI factories at regional Australian sites

Australian startup WinDC plans to host modular AI data centres built by US firm Armada on NVIDIA's DSX Pod design, targeting 230 MW of AI computing capacity if all goes to plan.

WinDC, an Australian data centre startup, is preparing to roll out NVIDIA's modular AI factories at several regional locations. If all goes to plan, the sites would add up to 230 MW of AI computing capacity.

WinDC, founded in 2019, has teamed up with US company Armada, one of a small group chosen to build NVIDIA's DSX Pods worldwide. WinDC will prepare the sites and supply power, while Armada builds the facilities to the DSX Pod design. Customers supply their own NVIDIA hardware, and WinDC also runs local operations.

The DSX Pod is NVIDIA's blueprint for AI factories that are assembled and tested before shipping, and it is built on the Vera Rubin architecture. NVIDIA says a unit can be running at a prepared site in roughly 14 days.

WinDC commissioned its first Armada unit in January and announced an initial 11 MW program in March. The company said it connects "behind the meter" at the point of generation, which puts currently wasted electricity to use and avoids a multi-year wait for new grid connections.

WinDC founder and CEO Andrew Sjoquist said the contest is decided by time to power. He said WinDC and Armada "skip the grid queue and build compute at the energy source, delivering capacity across Australia in months, not years."

Armada co-founder and CEO Dan Wright said buyers can hold the chips, land, power and ambition and still be told to wait years for a building. Wright said Armada builds each factory at one of its Galleon Forge factories and ships it, and that customers are "generating tokens in months, on infrastructure they own and control."