ASX AI & Data Centre Stocks
Data centre operators, AI compute and the chip and data names funding the build-out.
8 constituents · short positions as of · ASIC data, T+4 delay
Median short
1.00%
across 8 constituents
Most shorted
NXT
8.69% of issued capital
Biggest 4-week riser
NXT
+0.66pp in 4 weeks
Above 5% short
1
of 8 constituents
Theme short interest over time
Weekly average · shaded band is the constituent rangeConstituents
| Code | Company | Industry | Short % | Δ 4w | Price | Δ 1m | Days to cover |
|---|---|---|---|---|---|---|---|
| NXT | Nextdc | Software & Services | 8.69% | +0.7pp | $10.28 | -17.9% | 16.0 |
| MAQ | Macquarie Technology Group | Software & Services | 2.49% | +0.4pp | $51.00 | -5.0% | 12.1 |
| BRN | Brainchip Holdings | Software & Services | 1.40% | -0.3pp | $0.13 | — | 13.1 |
| APX | Appen | Software & Services | 1.06% | +0.4pp | $1.155 | +10.5% | 1.3 |
| IFT | Infratil Limited. | Capital Goods | 0.95% | +0.1pp | $10.69 | -9.2% | 28.4 |
| DUG | Dug Technology | Software & Services | 0.16% | +0.1pp | $1.585 | -12.7% | 1.0 |
| DXN | Dxn | Software & Services | 0.13% | +0.1pp | $0.48 | +5.5% | 0.1 |
| AI1 | Adisyn | Software & Services | 0.03% | -0.0pp | $0.096 | -28.9% | 0.2 |
Membership is curated and verified against company metadata — a wrong member is worse than a missing one. Refine further in the screener.
Latest ai & data centres news
- What Happens at Each Step of an SMSF Pension From Start to Finish?
APX · kalkine · 8 Oct 2026
- Nextdc vs Macquarie Technology Group: Which data centre share shines brighter? - The Motley Fool Australia
MAQ · googlenews · 8 Oct 2026
- Can BrainChip's New Card Widen Akida's Reach (ASX:BRN)?
BRN · kalkine · 8 Oct 2026
- Is Appen's China Surge Enough to Lift It (ASX:APX)? - Kalkine Media
APX · googlenews · 8 Oct 2026
- Where Does Macquarie Technology (ASX:MAQ) Sit in the AI Build?
MAQ · kalkine · 7 Oct 2026
- Does BrainChip (ASX:BRN) Take Hold With Its New Akida Card?
BRN · kalkine · 7 Oct 2026
- Are Appen (ASX:APX) Shares Cooling After a Sharp AI Rally?
APX · kalkine · 7 Oct 2026
- NextDC Shares Fall To New Low, As Pressure Builds - thebull.com.au
NXT · googlenews · 7 Oct 2026
About this theme
The ASX's exposure to artificial intelligence is mostly physical: the operators building and leasing the halls that training and inference run in, plus a small group of chip, high-performance computing and AI-data companies. That split matters to a short seller. The data centre operators are capital-intensive infrastructure businesses whose contracted revenue is genuine but whose returns depend on debt and equity raised years before a hall earns anything — so the short case is funding cost, construction timing and pre-commitment rates, not whether demand exists. The AI-adjacent technology names are the opposite: small registers, narrative-driven prices and revenue that has to arrive to justify the market capitalisation. The two halves rarely move together, and the same headline that lifts a speculative chip developer can widen the funding spread the operators borrow at.
Short positions come from official ASIC short position reports (published with a T+4 trading-day delay) joined with daily price and volume data. The chart averages the constituents reporting in each week and shades the range between the least and most shorted of them; a member with no data that week is absent from the average rather than counted as zero.