Fraction of Digital Infrastructure Investment Likely to Flow to Australian Banks

Dow Jones

Jul 14

2350 GMT - Digital infrastructure could unlock A$30 billion-A$60 billion of bank lending, says Macquarie. It points out that Australian data-center capacity is expected to grow 10 times over the next decade. That will require significant investment in data centers, power, connectivity and related infrastructure. Still, this may not be the rosy opportunity for Australia's big banks that it appears. "Despite the large investment cycle, we estimate only 1-2% EPS upside for banks over the medium term," says Macquarie. It's unlikely to offset slower housing credit growth, particularly given Australian bank mortgage books represent 50%-65% of balance sheets, Macquarie adds. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

July 13, 2026 19:50 ET (23:50 GMT)

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One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.etasphere.com/news/2651147016"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2651147016\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2651147016?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-07-14 07:50","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2651147016","market":"sg","top_or_hot":-1,"title":"Fraction of Digital Infrastructure Investment Likely to Flow to Australian Banks","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     2350 GMT - Digital infrastructure could unlock A$30 billion-A$60 billion of bank lending, says <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a>. It points out that Australian data-center capacity is expected to grow 10 times over the next decade. That will require significant investment in data centers, power, connectivity and related infrastructure. Still, this may not be the rosy opportunity for Australia's big banks that it appears. \"Despite the large investment cycle, we estimate only 1-2% EPS upside for banks over the medium term,\" says Macquarie. It's unlikely to offset slower housing credit growth, particularly given Australian bank mortgage books represent 50%-65% of balance sheets, Macquarie adds. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 13, 2026 19:50 ET (23:50 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fraction of Digital Infrastructure Investment Likely to Flow to Australian Banks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFraction of Digital Infrastructure Investment Likely to Flow to Australian Banks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-07-14 07:50</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     2350 GMT - Digital infrastructure could unlock A$30 billion-A$60 billion of bank lending, says <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a>. It points out that Australian data-center capacity is expected to grow 10 times over the next decade. That will require significant investment in data centers, power, connectivity and related infrastructure. Still, this may not be the rosy opportunity for Australia's big banks that it appears. \"Despite the large investment cycle, we estimate only 1-2% EPS upside for banks over the medium term,\" says Macquarie. It's unlikely to offset slower housing credit growth, particularly given Australian bank mortgage books represent 50%-65% of balance sheets, Macquarie adds. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 13, 2026 19:50 ET (23:50 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NABZY","symbol_name":"National Australia Bank Ltd. (Victoria, Australia)","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2651147016","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2651147016","pubTimestamp":1783986600,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"2350 GMT - Digital infrastructure could unlock A$30 billion-A$60 billion of bank lending, says Macquarie. It points out that Australian data-center capacity is expected to grow 10 times over the next decade. That will require significant investment in data centers, power, connectivity and related infrastructure. Still, this may not be the rosy opportunity for Australia's big banks that it appears. \"Despite the large investment cycle, we estimate only 1-2% EPS upside for banks over the medium term,\" says Macquarie. It's unlikely to offset slower housing credit growth, particularly given Australian bank mortgage books represent 50%-65% of balance sheets, Macquarie adds.  Dow Jones NewswiresJuly 13, 2026 19:50 ET Copyright  2026 Dow Jones & Company, Inc.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"NABZY":"National Australia Bank Ltd. (Victoria, Australia)","ANZ.AU":"ANZ GROUP HOLDINGS LTD","WBC.AU":"WESTPAC BANKING CORPORATION","ANZ.NZ":"ANZ Group Holdings Limited Ordinary Shares","BK4207":"综合性银行","BK8062":"综合性银行","NAB.AU":"NATIONAL AUSTRALIA BANK LTD","DTCR":"Global X Data Center & Digital Infrastructure ETF","CBA.AU":"COMMONWEALTH BANK OF AUSTRALIA","WBC.NZ":"Westpac Banking Corporation Ordinary Shares","BK7135":"综合性银行","BK7511":"ESG概念"},"translate_title":"一小部分数字基础设施投资可能流向澳大利亚银行","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"WBC.NZ":0.9,"NABZY":0.9,"ANZ.AU":0.9,"ANZ.NZ":0.9,"CBA.AU":0.9,"NAB.AU":0.9,"WBC.AU":0.9,"DTCR":1.5},"content_text":"2350 GMT - Digital infrastructure could unlock A$30 billion-A$60 billion of bank lending, says Macquarie. It points out that Australian data-center capacity is expected to grow 10 times over the next decade. That will require significant investment in data centers, power, connectivity and related infrastructure. Still, this may not be the rosy opportunity for Australia's big banks that it appears. \"Despite the large investment cycle, we estimate only 1-2% EPS upside for banks over the medium term,\" says Macquarie. It's unlikely to offset slower housing credit growth, particularly given Australian bank mortgage books represent 50%-65% of balance sheets, Macquarie adds. (david.winning@wsj.com; @dwinningWSJ) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  July 13, 2026 19:50 ET (23:50 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}