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AI frenzy continues as Macquarie commits up to $5B for Applied Digital datacenters
Bubble? What bubble? Fears of an AI bubble have yet to scare off venture capitalists and private equity firms from pumping ...
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Macquarie’s Big Play in AI and HPC: $17+ Billion Invested Across Two Data Center Titans
In a single week, Macquarie Asset Management has announced two significant investments in Applied Digital and Aligned Data ...
Aligned Data Centers gets $12B to expand its AI compute capacity
Data center operator Aligned Data Centers LLC said today it has raised a massive $12 billion in funding in order to ...
GitLab named top 2025 software pick at at Macquarie
Macquarie expects software stock fundamentals to remain “generally positive in 2025,” although “potentially accompanied by bouts of ...
This Will Be the ‘Year of Agentic AI.’ Analyst Shares His Top Pick to Play the Trend.
Artificial intelligence will likely remain a “compelling secular theme” in 2025, but GitLab appears to be strides ahead of the competition, Macquarie analyst Steve Koenig said on Wednesday. GitLab ...
Wall Street Lunch: AI Project Stargate A Go
Project Stargate will see companies like Oracle, SoftBank, MGX, and OpenAI commit an initial $100 billion to build data ...
SoftBank's Role in $500 Billion Stargate AI Venture Seen as Major Growth Driver, Analyst Says
Trump Administration announced Stargate AI infrastructure joint venture, investing $500 billion over 4 years. SoftBank, ...
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Macquarie Reverses Stance On Paytm After Initial Criticism
In a report after the company’s Q3 earnings results, Macquarie released a report ‘Strong beat on all fronts’, after Paytm ...
Databricks seals $15 billion in financing to attract top AI talent and accelerate global expansion
Databricks, the Data and AI company, today announced the final closing of its Series J funding. Existing investor QIA, the sovereign wealth fund of the State of Qatar, along with new investors ...