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Buy, Hold, or Sell? Get the verdict on NextDC (NXT) and Macquarie Technology (MAQ) from our experts, Luke Winchester from Merewether Capital and Richard Hemming from Under the Radar Report
Key Highlights:
NextDC partners with OpenAI for a major data centre project in SydneyPreference for service providers like SKS Technologies rather than capital-intensive operatorsMacquarie Technology Group seen as better positioned due to diversified cashflowsCaution recommended due to high capital expenditure in AI data centre development