Macquarie option to invest in future HPC pipeline
Company: Applied Digital
The claim, verbatim
Macquarie Asset Management has the right to invest up to an additional $4.1 billion across Applied Digital's future HPC data center pipeline
Source (primary)
Earnings Release (IR page (ir.applieddigital.com), earnings_call)
View cached copy (2026-09-25)Live source ↗Archive.org ↗
Quote: “Agreement to provide MAM a right to invest up to an additional $4.1 billion across Applied Digital's future HPC data center pipeline.”
How we checked this
Checked on October 12, 2026. The cited source supports every part of this claim.
The release describes an agreement giving MAM a right to invest up to an additional $4.1 billion across the future HPC pipeline.
Confirmed in the source:
- Macquarie Asset Management has a right to invest up to an additional $4.1 billion
- The right covers Applied Digital's future HPC data center pipeline
What we did: Read our cached copy of IR page (ir.applieddigital.com) (https://ir.applieddigital.com/news-events/press-releases/detail/118/applied-digital-reports-fiscal-second-quarter-2025-results/) in full (35,889 characters, retrieved September 25, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Earnings Release
Quote: “Agreement to provide MAM a right to invest up to an additional $4.1 billion across Applied Digital's future HPC data center pipeline.”