Macquarie shares gain on sale of Aligned Data Centers to BlackRock, Nvidia-backed consortium
The news: Macquarie Group shares lifted in morning trade on news overnight that Macquarie Asset Management would sell Aligned Data Centers to a consortium led by BlackRock’s Global Infrastructure Partners for approximately USD40 billion ($61.4 billion).
The numbers: At 12:39pm AEDT, Macquarie shares had lifted 4.8% to $228.32 ahead of the wider financial sector which was up 2.2%.
The context: The acquisition AI Infrastructure Partnership consortium also includes Nvidia, xAI, Microsoft and Abu Dhabi’s MGX fund.
They aim to mobilise USD30 billion of equity capital from investors, asset owners, and corporations, with the potential to reach USD100 billion including debt financing.
The deal is expected to close in the first half of 2026.
The source: Macquarie Asset Management media release