Centuria Capital Group has announced significant progress on its AI Factory deployment strategy, securing critical infrastructure and financing commitments that position ResetData for scaled revenue generation from the second half of fiscal 2027. The company has executed a $165 million GPU bridge financing facility with Macquarie Bank’s Specialised and Asset Finance Division, alongside securing power, data centre capacity, and GPU procurement agreements that collectively de-risk near-term expansion plans outlined at Centuria’s June 2026 equity raising.
The infrastructure foundation supporting this growth has solidified considerably. ResetData has signed a Master Services Agreement with CDC Data Centres for an initial 7MW power allocation, with a Letter of Intent to increase this to 10MW. Within Centuria’s own data centre operations, approximately 10MW of capacity is being accelerated, with potential to fast-track a further 20MW. Most significantly, the company has secured 72MW of dedicated power generation units for delivery in 2028, expanding Centuria’s broader 250MW infrastructure pipeline and enabling deployment from early 2028 onwards. This long-lead-time infrastructure sequencing brings forward deployment timelines by approximately two years compared to the original development pathway.
Centuria has also strategically withdrawn from a previously announced 13MW heads of agreement, electing instead to pursue alternative opportunities with greater scale and improved economics. This disciplined capital allocation approach suggests management confidence in securing larger, more attractive deployment opportunities than the initial arrangement offered.
Validation of customer demand has emerged as a compelling element of this announcement. Multiple customer enquiries currently exceed ResetData’s near-term deployment capacity, with a strategic Memorandum of Understanding executed with an investment-grade corporation to potentially procure approximately 2MW in staged deployment across Centuria-owned facilities. This customer traction provides tangible evidence that the market demand for sovereign, secure AI computing capacity exceeds available supply, strengthening the investment thesis around ResetData’s business model.
For investors, the announcement crystallises several critical milestones. The $165 million Macquarie Bank facility addresses near-term GPU procurement funding, complementing existing Dell Financial Services partnerships and reducing execution risk around capital requirements. The power generation procurement reduces long-term infrastructure uncertainty, particularly important for an AI workload business where power availability is the binding constraint on revenue scaling. The signed customer MOU and multiple customer enquiries validate that ResetData is moving from infrastructure buildout into commercial execution, with customer revenue commencement on track for the second half of fiscal 2027.
Key points to monitor include the timeline for customer revenue commencement in H2 FY27, the conversion rate of customer enquiries into binding contracts, and progress on the accelerated data centre capacity buildout. The 72MW power generation delivery in 2028 represents a significant inflection point for scale. This announcement has been flagged as price sensitive and material by the ASX.
View the full ASX announcement (PDF)
About Centuria Capital Limited (ASX: CNI)
Centuria Capital Limited is an Australian investment manager specializing in property and real estate across multiple asset classes. The company manages listed real estate investment trusts, unlisted property funds, and real estate credit funds spanning office, industrial, retail, healthcare, and agricultural properties. It provides investment products and financial services to institutional and individual investors seeking exposure to property markets.
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