VivoPower PLC (NASDAQ:VIVO, FRA:51J) chief investment officer Alex Cuppage tells Proactive's Stephen Gunnion that enterprise value per megawatt has become the key benchmark for AI data centre assets — with publicly listed peers typically valued between $3 million and $8 million per megawatt, rising to $12 million where long-term hyperscaler agreements are in place.
The scarcest resource in the sector, Cuppage says, is "connected powered land" — grid-connected sites with strong fibre connectivity and water access. Power cost is equally critical: "for every cent increase in power input costs, it can decrease an operator's margin by 7%."
VivoPower's strategy focuses on acquiring brownfield land, securing grid connections and generating cash flows within 18 to 36 months, with the Nordics a priority target given faster permitting timelines and access to low-cost power.
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