The AI boom is in hyperdrive and started sprinkling data centre breadcrumbs years ago, but now the ducks want to see more food.Analyst after analyst asked Goodman Group’s Greg Goodman about his data centre customer contracts – or lack of contracts, more correctly – on Tuesday’s earnings calls, clearly befuddled by how rivals NextDC and CDC Data Centres can announce whopper deals with US tech giants such as Google and Amazon in quick succession, yet Goodman Group has none.Subscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe.Subscribe nowAlready a subscriber? Fetching latest articles
Greg Goodman can’t outrun analysts’ one simple question
The AI boom’s here and investors are trying to work out what’s real. The Goodman Group CEO is approaching data centres like the warehouses that made him famous.







