Nvidia Australia GPU supply is being reassessed by local data-centre operators two days after Jensen Huang resigned as president, chief executive and board member. Colette Kress, the company’s chief financial officer since 2013, is interim CEO. The board said operations, customer commitments and the product roadmap would continue without interruption.
In September Nvidia named eight Australian partners — Firmus, Sharon AI, IREN, Megaport, ResetData, CDC, NextDC and AirTrunk — for a programme targeting up to 2 gigawatts of DSX AI factory capacity by 2027. Sharon AI has said it plans to deploy up to 68,000 Nvidia GPUs. IREN is developing an 800MW campus at Bundey in South Australia. CDC is adding another 800MW on top of the more than 550MW it already operates.
What Nvidia Australia GPU supply partners are watching
None of the eight partners has announced a change to its Nvidia allocation or delivery schedule since Thursday’s resignation. The board’s statement that customer commitments continue is the line Australian operators are relying on. Global suppliers in Taiwan and South Korea are separately assessing whether a leadership transition will alter Nvidia’s priority access to chipmaking slots and high-bandwidth memory.
NextDC paused uncontracted projects this week after the Melbourne power delay. AirTrunk signed a renewables agreement covering more than 1GW in New South Wales on 11 November. Both companies remain on the September partner list. Nvidia has not published a breakdown of how the 2GW target is split among the eight operators.
Why the interim CEO matters for Australian builds
Kress has been the public face of Nvidia’s finance function for 13 years and has overseen the company’s growth through the AI boom. Analysts and industry sources have described her as a more measured counterpart to Huang’s style. The board is searching for a permanent chief executive and will consider internal and external candidates. Nvidia is still scheduled to report earnings next Tuesday.
