● 12 FULL TRACKERS · 0 BUILDING
Datagrid, CDC, Microsoft NZ North, Honomoana, Tasman Express, Rocket Lab New Zealand, Halter, Dawn Aerospace, the NZIAT AI Research Platform, NIWA Cascade, Contact Southland Wind Farm and Outlier Space meet the full evidence-depth standard. The 30 August monitoring sweep recorded material updates for Rocket Lab and CDC, and refreshed the unresolved-gate assessments for Datagrid and NZIAT.
Updated 30 August 2026
AI DATA CENTRE
CONSENTED
Southland
Datagrid Makarewa
280 MW
A proposed hyperscale AI campus connecting power, land, fibre, community impact and New Zealand’s exportable-compute ambition.
TRACKING
Grid connection · construction · customers · community impact
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SOVEREIGN COMPUTE
OPERATING + EXPANDING
Auckland
CDC Data Centres NZ
220 MW+ region
A live benchmark for hyperscale capacity delivery, AI readiness and sovereign infrastructure demand.
TRACKING
New capacity · AI workloads · customers · energy performance
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HYPERSCALE CLOUD
OPERATIONAL
New Zealand
Microsoft NZ North
3 availability zones
New Zealand’s first hyperscale public-cloud region and a test of local data residency, enterprise migration and AI adoption.
TRACKING
Services · adoption · partners · data sovereignty
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SUBSEA CONNECTIVITY
LANDED · PRE-SERVICE
Ōrewa · North Auckland
Honomoana Cable
16 fibre pairs
A landed Google-backed Pacific cable now tracked through testing, commercial service and measurable route diversity.
TRACKING
RFS · lit capacity · backhaul diversity · customers
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SUBSEA CONNECTIVITY
SUPPLY CONTRACTED
Auckland–Sydney
Southern Cross Tasman Express
400 Tbps · 16 pairs
A contracted open-cable system targeted for 2028, tracked from manufacture through marine installation, landing and commercial service.
TRACKING
Route · landings · cable lay · anchor demand · RFS
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SPACE ECONOMY
FULL DEEP TRACKER
Auckland · Māhia · Waikato · Warkworth
Rocket Lab NZ
2 NZ launch pads · 14 Electron launches in 2026 YTD
Mission 93 launched from Māhia on 21 August; the tracker separates verified New Zealand cadence from global group scale and still-undisclosed domestic value capture.
TRACKING
Māhia cadence · NZ manufacturing · contracts · jobs · suppliers · value capture
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AGRITECH + PHYSICAL AI
FULL DEEP TRACKER
Auckland HQ · New Zealand · Australia · United States
Halter
2,000+ customers · 1m+ collars sold globally
Separating global adoption, funding and hardware milestones from independently tested farm outcomes and New Zealand value capture.
TRACKING
active adoption · subscriptions · farm ROI · welfare · NZ R&D and value
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REUSABLE AEROSPACE
FULL DEEP TRACKER
Christchurch · Tāwhaki · global propulsion
Dawn Aerospace
Mach 1.1 · 55 satellites · US$15m+ group revenue
Separating Aurora’s proven flight envelope from future space-access targets while tracking commercial propulsion and New Zealand value.
TRACKING
flight envelope · paid missions · propulsion · Oklahoma · NZ capability
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PUBLIC AI INVESTMENT
FULL DEEP TRACKER
Auckland hub · national platform
NZIAT AI Research Platform
Up to NZ$70m · NZ$1.25m confirmed seed
Tracking the gap between the seven-year funding ceiling, five shortlisted concepts and the still-undisclosed final platform award.
TRACKING
final award · governance · compute · IP · commercialisation · outcomes
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NATIONAL COMPUTE
FULL DEEP TRACKER
Hobsonville · Silverdale · Auckland
NIWA Cascade Supercomputer
2.4 petaflops · 61,440 cores · 22PB archive
Separating commissioned compute, current archive capacity and future scale while tracking access, resilience, utilisation and public value.
TRACKING
science access · utilisation · AI workloads · energy · archive growth
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ENERGY SYSTEM + INDUSTRIAL DEMAND
FULL DEEP TRACKER
Slopedown · Eastern Southland
Contact Southland Wind Farm
325MW+ · up to 55 turbines · no FID
Separating conditioned approvals from investment and construction—and testing the non-binding NZAS pathway, grid delivery, capital structure and real compute relevance.
TRACKING
FID · binding PPA · partner · grid · capex · construction · commissioning
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IN-SPACE MANUFACTURING
FULL DEEP TRACKER
Auckland · global launch and recovery pathway
Outlier Space
US$7.35m raised · 0 disclosed flights
Separating a major pre-seed round and experienced team from an unflown capsule, undisclosed bookings and unresolved launch, licensing and recovery gates.
TRACKING
qualification · launcher · customers · licence · recovery · 2028 mission
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