Back to today’s briefing

Story perspectives

Macquarie Invests $5B in AI Data Centers, Shares Surge

1/15/2025

40 4

Summary

Story summary

Macquarie is making a bold move by investing up to $5 billion in Applied Digital's AI data centers, securing a 15% ownership stake. This news sent shares soaring over 20%. The deal features a $900 million commitment for a North Dakota facility and a right of first refusal for an additional $4.1 billion in the next 30 months.

History

Historical Context

Macquarie's $5 billion investment in Applied Digital's AI data centers echoes the 2000s tech boom, where companies like Equinix expanded rapidly to meet soaring demand for data infrastructure. This historical trend of aggressive investment in digital capabilities continues as businesses adapt to the growing reliance on AI and cloud computing.

1 of 2

Story summary

Macquarie is making a bold move by investing up to $5 billion in Applied Digital's AI data centers, securing a 15% ownership stake. This news sent shares soaring over 20%. The deal features a $900 million commitment for a North Dakota facility and a right of first refusal for an additional $4.1 billion in the next 30 months.

1 / 2