Infrastructure
| Sector | Infrastructure |
| Sub-sector | Digital infrastructure |
| Location | Americas |
Macquarie Asset Management (MAM) identified these key thematics early and saw the opportunity to drive value creation through the development of scaled digital infrastructure platforms that are essential to supporting the growing demand for data, cloud services, and AI.
Since the first investment from MAM-managed funds in 2018, Aligned’s portfolio has expanded from two sites to 50 data centres in operation or development.
Over the next seven years, MAM drew on its global expertise and more than two decades of experience investing in digital infrastructure to support Aligned’s growth across the US and the Americas. This included securing funding of more than $US5 billion of new primary equity from MAM, alongside global MAM-managed co-investors. The funding will accelerate the development of Aligned’s 5 GW+ of planned future capacity across the Americas to meet surging demand for AI-ready infrastructure.3
Aligned's growth has been further accelerated through strategic sustainability-linked loans (SLLs). In 2020, the company received the first-ever data centre sustainability-linked financing in the US.4 Building on this, Aligned successfully increased its SLLs to more than $US6 billion and issued more than $US2 billion in green asset-backed securitised notes.5
In line with MAM’s commitment to sustainability across its portfolio, in 2024, Aligned launched its award-winning proprietary DeltaFlow~ liquid cooling technology, designed for next-generation, high-density computing applications. This is increasingly being deployed alongside the company’s existing patented air-cooling technology, Delta.3 These technologies are significantly more energy-efficient than traditional data centre cooling systems.6
Aligned’s proprietary DeltaFlow~ liquid cooling technology is more energy-efficient than traditional data centre cooling systems.6
Outcome
Since the first investment from MAM-managed funds in 2018, the portfolio has expanded from two sites to 50 data centres in operation or development; its contracted and available capacity has grown from 85 MW to over 5 GW; and its geographic footprint extends across core markets in North America and South America, serving the world’s leading hyperscale, neocloud and large enterprise customers.7
In 2023, Aligned completed the acquisition of ODATA, one of the fast-growing hyperscale data centre platforms in Latin America, with facilities located across Brazil, Colombia, Mexico and Chile – markets in which demand for wholesale colocation is expected to grow considerably.8 In line with Aligned’s commitment to ensuring 100 per cent of its power is procured from renewable energy sources,9 ODATA was also the first hyperscale data centre company in Brazil to become an independent producer of renewable energy. This ensures that 100 percent of its energy consumption in Brazil comes from sustainable sources.10
Aligned has 5 GW+ of planned future capacity across the Americas to meet surging demand for AI-ready infrastructure.3
under management and future capacity across 50 data centres under management and future development7
load matched with renewables sources in North America11
hyperscale data centre company in Brazil to become an independent producer of renewable energy10
Aligned Data Centers exemplifies our commitment to investing in critical infrastructure and technology solutions that not only meet the evolving needs of hyperscale, neocloud, and enterprise customers, but also pave the way for a more sustainable future. Through strategic investments like these, we are dedicated to supporting businesses that are at the forefront of deploying adaptive infrastructure solutions to achieve remarkable efficiency and scalability.”
Anton Moldan
Head of Digital and Communications Infrastructure, Americas
Macquarie Asset Management
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