Macquarie Unit to Invest Up to $5 Billion in Applied Digital Business

MT Newswires Live2025-01-15

Macquarie Group (ASX:MQG) said that Macquarie Asset Management will form a partnership with Applied Digital for funding of up to $5 billion and take up a 15% stake in its high-performance computing business, according to a Tuesday announcement from the financial services group.

Under the terms, APLD HPC Holdings, Nasdaq-listed Applied Digital's unit, will issue perpetual preferred equity units and common equity units for an investment by Macquarie Asset Management of $2.3 million for each executed lease of 1 megawatt of capacity and up to $900 million to support the full 400 MW build-out of its Ellendale HPC Campus in North Dakota.

The closing of the facility is conditional upon APLD HPC Holdings executing a lease with a hyperscaler for its 100 MW Ellendale HPC data center under construction acceptable to Macquarie Asset Management, among other closing conditions.

At closing, Macquarie Asset Management will fund $225 million with additional amounts drawable upon APLD HPC Holdings executing further leases acceptable to it, as well as other customary draw conditions.

Macquarie Asset Management also has a right of first refusal on all future HPC data center project funding, up to an additional $4.1 billion for 30 months following close.

Macquarie Group's shares jumped nearly 1% in early trade Wednesday.

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