Macquarie to Invest Up to $5 Billion in Applied Digital AI Data Centers - To The Moon

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- GehlotGehlot
  ·04-26
  $APPLIED DIGITAL CORP(APLD)$ Applied Digital (APLD): AI Pivot with Execution Challenges: Applied Digital, formerly a crypto mining host, strategically pivoted to AI and HPC data centers in 2022, capitalizing on the AI buildout trend. Despite Macquarie's $5 billion investment commitment for 2 GW capacity, APLD's stock has declined due to results not meeting hype. Q3 2025 saw revenue growth (22.1% YoY to $52.92M) but missed estimates, with an EPS loss of $0.08. While negotiating with hyperscalers, major client wins are absent, unlike competitor Core Scientific's rapid progress with CoreWeave. APLD plans to sell its growing Cloud Services business and consider a REIT transition. Despite a visionary pivot, slow execution remains a ke
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- m Nendim Nendi
  ·01-14
  PLEASE ACCOUNT ASAP
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- GehlotGehlot
  ·04-26
  $APPLIED DIGITAL CORP(APLD)$ Applied Digital (APLD): AI Pivot with Execution Challenges: Applied Digital, formerly a crypto mining host, strategically pivoted to AI and HPC data centers in 2022, capitalizing on the AI buildout trend. Despite Macquarie's $5 billion investment commitment for 2 GW capacity, APLD's stock has declined due to results not meeting hype. Q3 2025 saw revenue growth (22.1% YoY to $52.92M) but missed estimates, with an EPS loss of $0.08. While negotiating with hyperscalers, major client wins are absent, unlike competitor Core Scientific's rapid progress with CoreWeave. APLD plans to sell its growing Cloud Services business and consider a REIT transition. Despite a visionary pivot, slow execution remains a ke
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- m Nendim Nendi
  ·01-14
  PLEASE ACCOUNT ASAP
  Macquarie to Invest Up to $5 Billion in Applied Digital AI Data Centers
  Deal follows strong investor interest in businesses connected to the AI boomAs part of the deal, Macquarie will get a 15% stake in Applied Digital’s high-performance computing business.Macquarie will
  Macquarie to Invest Up to $5 Billion in Applied Digital AI Data Centers
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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\">\nMacquarie to Invest Up to $5 Billion in Applied Digital AI Data Centers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-14 19:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/tech/ai/macquarie-to-invest-up-to-5-billion-in-applied-digital-ai-data-centers-77cf921c?page=1><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Deal follows strong investor interest in businesses connected to the AI boomAs part of the deal, Macquarie will get a 15% stake in Applied Digital’s high-performance computing business.Macquarie will ...</p>\n\n<a href=\"https://www.wsj.com/tech/ai/macquarie-to-invest-up-to-5-billion-in-applied-digital-ai-data-centers-77cf921c?page=1\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4023":"应用软件","APLD":"APPLIED DIGITAL CORP","BK4116":"互联网服务与基础架构"},"source_url":"https://www.wsj.com/tech/ai/macquarie-to-invest-up-to-5-billion-in-applied-digital-ai-data-centers-77cf921c?page=1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2503523954","content_text":"Deal follows strong investor interest in businesses connected to the AI boomAs part of the deal, Macquarie will get a 15% stake in Applied Digital’s high-performance computing business.Macquarie will invest up to $5 billion in data centers being built by artificial-intelligence infrastructure company Applied Digital, adding to the Australian bank’s substantial AI-related investments.Applied Digital shares surged 33.6% in premarket trading.The detailsMacquarie’s asset-management arm agreed to invest up to $900 million in a data-center campus that Applied Digital is developing in North Dakota. Macquarie also has a right of first refusal to invest an additional $4.1 billion in future Applied Digital data centers for 30 months, aligning with the company’s expansion plans. The investment will come in the form of preferred equity.As part of the deal, Macquarie will get a 15% stake in Applied Digital’s high-performance computing business, with Applied Digital retaining the remaining 85%.Applied Digital’s origins were in cryptocurrency mining and, like others in that field, it has pivoted to supplying computing power to the artificial-intelligence boom. The company started as Applied Blockchain before changing its name in 2022.The Nadsaq-listed company’s stock has risen more than 40% in the past year amid the AI surge.The rationaleThe new funding will be used to repay debt Applied Digital took on to build the facilities in North Dakota and will allow it to recover over $300 million of its equity investment in them, the company said. Wes Cummins, Applied Digital’s chief executive, said the deal also provides a significant amount of the equity needed to build data centers that require enormous amounts of power—more than two gigawatts. AI chips and the infrastructure that supports them are expensive and power-hungry, throwing up major financing challenges for companies that want to participate in the boom.The contextInvestors have piled money into AI in the past couple of years, helping vault AI-chip giant Nvidia into the ranks of the world’s most valuable companies. Firms such as Blackstone have found ways to play the AI boom by investing in companies that serve the broader ecosystem, including providers of data storage and companies that lease out access to AI chips.Macquarie led an asset-backed financing vehicle last year for Lambda, another AI-computing infrastructure company. It has also made large investments directly in data centers around the world.","news_type":1,"symbols_score_info":{"APLD":0.9}},"isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"allBottom":false,"essenBottom":false,"topicSource":"Post"}