Anthony McDonald
speaker
1,222 appearances
5 recordings
2 series
first heard Apr 2026
last heard 3 Jul
Anthony McDonald’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 5 in all, peaking in Jun 2026 with 3.
Appearances
And I know I wrote it earlier this week in a story and I'm not backing away from it.
It won't be in its first year, but it's just how big it's trying to get, right?
Like it's how ambitious it's trying to be in its pipeline and what it's doing.
But like I said, all the numbers around this are big.
Like that contract in Indonesia, US $25 billion of revenue for five or six years.
It's amazing.
And that revenue is supposed to be from NVIDIA.
It'd be great to see the actual details of that contract because you've got to be a bit skeptical about it just given the size of it.
But the data center they're fitting out there will require $20 billion or so in capex, James.
Like that's up front.
That's to buy all the computers and the equipment.
You think it'll be 80% or 90% debt funded.
So, you know, it's probably a $16 or $18 billion contract.
loaning that.
How would you like to be on the hook for that sort of money?
Absolutely.
And it's not just firms shareholders now on the hook or lining up with this.
Like we saw with the South Australia energy contract this week, James, it's now governments and energy systems that are putting their faith in these sorts of companies to come in and bankroll the energy generation and storage that we're going to need to transition the grid, which is what we've been waiting for.
But...
Until it all plays out, I'm not sure we're going to properly believe all the numbers are there.
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