DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - North America, Macquarie Asset Management
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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Former Digital Realty and Equinix executive named CEO of Anthropic-backed Theseus Infrastructure
Krupal Raval joins from CyrusOne
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GIC and Macquarie form Theseus Infrastructure to serve Anthropic's data center needs
New platform to develop facilities for Anthropic, will focus on US
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MGX, AIP, and BlackRock’s GIP complete $40bn acquisition of Aligned Data Centers
Acquisition is the largest-ever in data centers
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Aligned raises $1.19bn in asset-backed securities
The latest series in its master trust
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Aligned Data Centers sold to BlackRock and MGX in record-breaking $40bn deal
Set to close in the first half of 2026
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Applied Digital secures first tranche of $5bn funding from Macquarie
$112.5 million going towards build-out of CoreWeave-leased site in North Dakota
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Aligned Data Centers set for $40bn GIP takeover - report
Colo firm could get new owners
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Aligned secures $12 billion in funding for 5GW data center build out
Company announces $5bn in equity and $7bn in debt
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Macquarie invests up to $5 billion in Applied Digital's AI data center business
Invests an initial $900 million in Ellendale campus in North Dakota
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CenterSquare invests in Aligned Data Centers
The size of the investment was not disclosed
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Macquarie to invest $275m in SwyftFiber
The investment will fund the ISP's fiber rollout
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Macquarie to invest in NTT's European & North American expansion
Two companies enter ‘strategic real estate partnership’ covering NTT’s wholesale facilities
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Macquarie Asset Management's sixth Americas Infrastructure Fund raises $6.9bn
Sixth fund confusingly named MIP V
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Macquarie invests in Aligned Energy, becomes joint owner
But what will Aligned do with the new cash?