Aligned Data Centers: Comprehensive Company Profile

Background

Founded in 2013, Aligned Data Centers is a leading technology infrastructure company headquartered in Plano, Texas. The company specializes in providing innovative, sustainable, and adaptive data center solutions tailored for global hyperscale and enterprise customers. Aligned's mission is to deliver scalable and efficient data center infrastructure that meets the evolving demands of the digital economy, particularly in the realms of artificial intelligence (AI) and cloud computing. With a strong emphasis on sustainability and rapid deployment, Aligned has established itself as a significant player in the data center industry across the Americas.

Key Strategic Focus

Aligned Data Centers focuses on delivering scalable and sustainable data center solutions through its Scale Data Centers and Build-to-Scale offerings. The company's core objectives include:

• Adaptive Infrastructure: Providing flexible data center designs that can seamlessly scale to meet varying customer requirements, from standard compute needs to high-density AI workloads.

• Sustainability: Implementing energy-efficient technologies and practices to minimize environmental impact, such as industry-leading Power Usage Effectiveness (PUE) and zero water usage in data halls.

• Rapid Deployment: Utilizing a standardized design process and robust supply chain to reduce time-to-market for large-scale capacity deployments.

Aligned's primary markets include North America and Latin America, with a growing presence in key regions to support the increasing demand for digital infrastructure.

Financials and Funding

Aligned Data Centers has secured substantial funding to support its expansion and innovation initiatives:

• January 2025: Raised over $12 billion, comprising more than $5 billion in primary equity and over $7 billion in debt commitments. This funding round was led by Macquarie Asset Management and other global digital infrastructure investors, aiming to develop over 5 gigawatts (GW) of planned future capacity across the Americas.

• August 2023: Mubadala Investment Company invested in Aligned, becoming a minority partner alongside majority partners managed by Macquarie Asset Management. This investment supports Aligned's rapid expansion and reinforces its position in the Pan-American data center market.

• April 2024: CenterSquare Investment Management made an equity investment in Aligned, facilitated through its partnership with Macquarie Asset Management. The investment aims to bolster Aligned's growth and expansion initiatives.

These investments are intended to accelerate Aligned's development of next-generation data center infrastructure to meet the surging demand for AI and hyperscale computing.

Pipeline Development

Aligned Data Centers has several key projects in development to expand its capacity and meet growing customer demands:

• Plano, Texas: Plans to construct a two-story, 450,000-square-foot data center facility on a 44.3-acre site, including a new electric substation. This expansion aims to enhance Aligned's operations in North Texas.

• Phoenix, Arizona: Acquired land for two mega campuses totaling over 400 megawatts of power and approximately two million square feet. These campuses will support the increasing demand for data center capacity in the region.

• Latin America: Through the acquisition of ODATA, Aligned has expanded its footprint in Brazil, Chile, Colombia, and Mexico, positioning itself among the largest private data center operators in the Americas.

These developments are aligned with Aligned's strategic roadmap to provide scalable and sustainable data center solutions across key markets.

Technological Platform and Innovation

Aligned Data Centers differentiates itself through proprietary technologies and innovative methodologies:

• DeltaFlow™ Cooling Technology: A next-generation liquid cooling solution designed to support high-density AI and machine learning workloads, enabling efficient heat removal and scalability.

• ExpandOnDemand™: A flexible design and standardized delivery process that allows seamless scaling from air to liquid cooling in live environments, eliminating the need for extensive retrofitting or dedicated AI facilities.

• Sustainability Initiatives: Achieving industry-leading PUEs, zero water usage in data halls, and supply chain decarbonization efforts to minimize environmental impact.

These innovations position Aligned as a leader in delivering adaptive and sustainable data center solutions.

Leadership Team

Aligned Data Centers is led by a team of seasoned professionals with extensive industry experience:

• Andrew Schaap, Chief Executive Officer: Brings over 20 years of experience in data center and telecommunications industries, previously holding senior roles at Digital Realty.

• Jennifer Fritzsche, Chief Financial Officer: Offers extensive expertise in financial management and telecommunications, having served as a Managing Director and Senior Equity Analyst at Wells Fargo Securities.

• Phill Lawson-Shanks, Chief Innovation Officer: Recognized as CIO/CTO of the Year at the D CEO Dallas Innovation Awards, contributing significantly to Aligned's technological advancements.

The leadership team's combined experience and strategic vision drive Aligned's growth and innovation in the data center industry.

Competitor Profile

Market Insights and Dynamics

The data center industry is experiencing rapid growth, driven by increasing demand for AI, cloud computing, and digital transformation initiatives. Key trends include:

• Surging AI Demand: The proliferation of AI applications necessitates high-performance computing infrastructure, leading to increased investments in data centers.

• Sustainability Focus: Environmental considerations are prompting data center operators to adopt energy-efficient technologies and renewable energy sources.

• Geographical Expansion: Companies are expanding into emerging markets, such as Latin America, to fulfill the growing demand for digital infrastructure.