Macquarie Asset Management $5 billion financing partnership
Company: Applied Digital
The claim, verbatim
Macquarie Asset Management has agreed to collaborate with Applied Digital, potentially committing up to $5 billion in capital to support development of over 2 GW of AI data center capacity
Source (primary)
applied-digital 8-K exhibit (apld_invxinvestorpresent.htm) (SEC EDGAR (8-K Ex), press_release)
View cached copy (2026-09-09)Live source ↗
Quote: “Macquarie, #1 Infrastructure Investment Manager, has agreed to collaborate with Applied Digital, potentially committing up to $5B in capital, which could unlock $25B for Data Centers”
How we checked this
Checked on September 19, 2026. The cited source supports every part of this claim.
The document states Applied worked with Macquarie for funding of up to $5.0 billion that can support over 2 GW of AI data center development, and that Macquarie agreed to collaborate potentially committing up to $5B.
Confirmed in the source:
- Macquarie Asset Management has agreed to collaborate with Applied Digital
- Macquarie could potentially commit up to $5 billion in capital
- The funding can support over 2 GW of AI data center development
What we did: Read our cached copy of SEC EDGAR (8-K Ex) (https://www.sec.gov/Archives/edgar/data/1144879/000114487926000036/apld_invxinvestorpresent.htm) in full (35,389 characters, retrieved September 9, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms applied-digital 8-K exhibit (apld_invxinvestorpresent.htm)
Quote: “Macquarie, #1 Infrastructure Investment Manager, has agreed to collaborate with Applied Digital, potentially committing up to $5B in capital, which could unlock $25B for Data Centers”