Infratil CEO Boyes outlines priorities, longer-term outlook in NZX Opening Bell interview

• Infratil CEO Jason Boyes discussed priorities and longer-term strategy in an NZX Opening Bell podcast interview following FY26 results.
• Management highlighted sustained AI infrastructure demand as a key investor focus, citing strong quarterly results from US hyperscalers.
• Equinix guidance upgrade was referenced as supporting continued strength in AI-related data center demand.
• Large-scale operators CDC and Longroad Energy were positioned as well placed due to secured land, power access, customer relationships.

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