Latest news with #MacquarieTechnologyGroup
Scoop
19 hours ago
- Business
- Scoop
Macquarie Data Centres, Dell Deliver Sovereign AI Factories To Australia
Macquarie Data Centres, part of Macquarie Technology Group (ASX: MAQ), is collaborating with Dell Technologies to provide a secure, sovereign home for AI workloads in Australia. The collaboration combines Dell's global AI leadership with Macquarie Data Centres' sovereign data centres, enabling organisations to capitalise on AI while meeting their data security obligations and national regulatory requirements. Macquarie Data Centres will host the Dell AI Factory with NVIDIA within its AI and cloud data centres. This will power enterprise AI, private AI and neo cloud projects while achieving the highest standards of data security within sovereign data centres. This solution is especially significant for critical infrastructure providers and highly regulated sectors such as healthcare, finance, education and research which have strict regulatory compliance conditions relating to data storage and processing. This collaboration gives them the secure, compliant foundation needed to build, train and deploy advanced AI applications in Australia, such as AI digital twins, agentic AI and private LLMs. As a leading data centre provider, Macquarie's 10-year growth pipeline will offer flexibility for customers to scale as demand for AI continues to grow in Australia. Answering the Government's Call for Sovereign AI The Australian Government has linked the data centre sector to its Future Made in Australia policy agenda. Data centres and AI also play an important role in the Australian Federal Government's new push to improve Australia's productivity. 'For Australia's AI-driven future to be secure, we must ensure that Australian data centres play a core role in AI, data, infrastructure, and operations' said David Hirst, CEO, Macquarie Data Centres. 'Our collaboration with Dell Technologies delivers just that, the perfect marriage of global tech and sovereign infrastructure.' Sovereignty Meets Scalability Dell AI Factory with NVIDIA infrastructure and software will be supported by Macquarie Data Centres' newest purpose-built AI and cloud data centre, IC3 Super West. The 47MW facility is purpose-built for the scale, power, and cooling demands of AI infrastructure today and into the future. Ready in mid-2026 with the entire end-state power secured, IC3 Super West reflects Macquarie Data Centres investment to meet Australia's AI ambitions. 'Our work with Macquarie Data Centres helps bring the Dell AI Factory with NVIDIA vision to life in Australia,' said Jamie Humphrey, General Manager, Australia & New Zealand Specialty Platforms Sales, Dell Technologies ANZ. 'Together, we are enabling organisations to develop and deploy AI as a transformative and competitive advantage in Australia in a way that is secure, sovereign and scalable.' A Proven Collaboration Enters the AI Era Macquarie Technology Group and Dell Technologies have collaborated for more than 15 years. As a certified Dell Titanium Partner, Macquarie Technology Group is uniquely positioned to bring AI-enabled infrastructure to the Australian market, underpinned by a proven track record of supporting mission-critical and government-grade workloads. This next chapter marks a pivotal moment in Australia's AI journey. One that reinforces national digital sovereignty, accelerates enterprise transformation and sets a new benchmark for AI infrastructure.
Yahoo
10-06-2025
- Business
- Yahoo
Here's Why We Think Macquarie Technology Group (ASX:MAQ) Is Well Worth Watching
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story even if these companies are loss-making. Sometimes these stories can cloud the minds of investors, leading them to invest with their emotions rather than on the merit of good company fundamentals. While a well funded company may sustain losses for years, it will need to generate a profit eventually, or else investors will move on and the company will wither away. If this kind of company isn't your style, you like companies that generate revenue, and even earn profits, then you may well be interested in Macquarie Technology Group (ASX:MAQ). While this doesn't necessarily speak to whether it's undervalued, the profitability of the business is enough to warrant some appreciation - especially if its growing. This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. The market is a voting machine in the short term, but a weighing machine in the long term, so you'd expect share price to follow earnings per share (EPS) outcomes eventually. Therefore, there are plenty of investors who like to buy shares in companies that are growing EPS. Macquarie Technology Group's shareholders have have plenty to be happy about as their annual EPS growth for the last 3 years was 49%. That sort of growth rarely ever lasts long, but it is well worth paying attention to when it happens. One way to double-check a company's growth is to look at how its revenue, and earnings before interest and tax (EBIT) margins are changing. The music to the ears of Macquarie Technology Group shareholders is that EBIT margins have grown from 12% to 15% in the last 12 months and revenues are on an upwards trend as well. Ticking those two boxes is a good sign of growth, in our book. You can take a look at the company's revenue and earnings growth trend, in the chart below. To see the actual numbers, click on the chart. View our latest analysis for Macquarie Technology Group Fortunately, we've got access to analyst forecasts of Macquarie Technology Group's future profits. You can do your own forecasts without looking, or you can take a peek at what the professionals are predicting. Investors are always searching for a vote of confidence in the companies they hold and insider buying is one of the key indicators for optimism on the market. Because often, the purchase of stock is a sign that the buyer views it as undervalued. However, small purchases are not always indicative of conviction, and insiders don't always get it right. Belief in the company remains high for insiders as there hasn't been a single share sold by the management or company board members. But the bigger deal is that the Chairman, Peter James, paid AU$100k to buy shares at an average price of AU$68.29. Strong buying like that could be a sign of opportunity. And the insider buying isn't the only sign of alignment between shareholders and the board, since Macquarie Technology Group insiders own more than a third of the company. In fact, they own 43% of the shares, making insiders a very influential shareholder group. This should be a welcoming sign for investors because it suggests that the people making the decisions are also impacted by their choices. This insider holding amounts to That means they have plenty of their own capital riding on the performance of the business! Macquarie Technology Group's earnings per share growth have been climbing higher at an appreciable rate. To sweeten the deal, insiders have significant skin in the game with one even acquiring more. These factors seem to indicate the company's potential and that it has reached an inflection point. We'd suggest Macquarie Technology Group belongs near the top of your watchlist. What about risks? Every company has them, and we've spotted 2 warning signs for Macquarie Technology Group you should know about. Keen growth investors love to see insider activity. Thankfully, Macquarie Technology Group isn't the only one. You can see a a curated list of Australian companies which have exhibited consistent growth accompanied by high insider ownership. Please note the insider transactions discussed in this article refer to reportable transactions in the relevant jurisdiction. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
10-06-2025
- Business
- Yahoo
Here's Why We Think Macquarie Technology Group (ASX:MAQ) Is Well Worth Watching
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story even if these companies are loss-making. Sometimes these stories can cloud the minds of investors, leading them to invest with their emotions rather than on the merit of good company fundamentals. While a well funded company may sustain losses for years, it will need to generate a profit eventually, or else investors will move on and the company will wither away. If this kind of company isn't your style, you like companies that generate revenue, and even earn profits, then you may well be interested in Macquarie Technology Group (ASX:MAQ). While this doesn't necessarily speak to whether it's undervalued, the profitability of the business is enough to warrant some appreciation - especially if its growing. This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. The market is a voting machine in the short term, but a weighing machine in the long term, so you'd expect share price to follow earnings per share (EPS) outcomes eventually. Therefore, there are plenty of investors who like to buy shares in companies that are growing EPS. Macquarie Technology Group's shareholders have have plenty to be happy about as their annual EPS growth for the last 3 years was 49%. That sort of growth rarely ever lasts long, but it is well worth paying attention to when it happens. One way to double-check a company's growth is to look at how its revenue, and earnings before interest and tax (EBIT) margins are changing. The music to the ears of Macquarie Technology Group shareholders is that EBIT margins have grown from 12% to 15% in the last 12 months and revenues are on an upwards trend as well. Ticking those two boxes is a good sign of growth, in our book. You can take a look at the company's revenue and earnings growth trend, in the chart below. To see the actual numbers, click on the chart. View our latest analysis for Macquarie Technology Group Fortunately, we've got access to analyst forecasts of Macquarie Technology Group's future profits. You can do your own forecasts without looking, or you can take a peek at what the professionals are predicting. Investors are always searching for a vote of confidence in the companies they hold and insider buying is one of the key indicators for optimism on the market. Because often, the purchase of stock is a sign that the buyer views it as undervalued. However, small purchases are not always indicative of conviction, and insiders don't always get it right. Belief in the company remains high for insiders as there hasn't been a single share sold by the management or company board members. But the bigger deal is that the Chairman, Peter James, paid AU$100k to buy shares at an average price of AU$68.29. Strong buying like that could be a sign of opportunity. And the insider buying isn't the only sign of alignment between shareholders and the board, since Macquarie Technology Group insiders own more than a third of the company. In fact, they own 43% of the shares, making insiders a very influential shareholder group. This should be a welcoming sign for investors because it suggests that the people making the decisions are also impacted by their choices. This insider holding amounts to That means they have plenty of their own capital riding on the performance of the business! Macquarie Technology Group's earnings per share growth have been climbing higher at an appreciable rate. To sweeten the deal, insiders have significant skin in the game with one even acquiring more. These factors seem to indicate the company's potential and that it has reached an inflection point. We'd suggest Macquarie Technology Group belongs near the top of your watchlist. What about risks? Every company has them, and we've spotted 2 warning signs for Macquarie Technology Group you should know about. Keen growth investors love to see insider activity. Thankfully, Macquarie Technology Group isn't the only one. You can see a a curated list of Australian companies which have exhibited consistent growth accompanied by high insider ownership. Please note the insider transactions discussed in this article refer to reportable transactions in the relevant jurisdiction. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Scoop
15-05-2025
- Business
- Scoop
Macquarie Cloud Services Collaborates With CAUDIT To Advance IT In Education
Press Release – Macquarie Cloud Services Macquarie Cloud Services to provide a purpose-built platform for Australasian education and research sectors to modernise IT infrastructure securely, affordably, and without disruption. Macquarie Cloud Services, part of Macquarie Technology Group (ASX: MAQ), have today announced the launch of CAUDIT Cloud, a purpose-built cloud solution for research and education, designed in collaboration with CAUDIT, the peak body for ICT in the higher education and research sectors across Australasia, to support the full spectrum of university ICT needs. Burdened by the growing pressure of budget constraints, increasing compliance and regulatory standards, and the need to manage expanding volumes of data while meeting the demands of technological innovation, much of the infrastructure Australia's research and education sector relies on is ill-equipped to meet the challenge. Underpinned by enterprise-grade infrastructure and delivered by Australia's most recommended cloud provider, Macquarie Cloud Services, CAUDIT Cloud has been developed to meet that challenge. The solution will support modern education and research institutions by delivering a pre-vetted and cost-effective solution tailored to the individual organisation's needs. The importance of flexibility CAUDIT Cloud is designed to help give institutions an alternative to expensive or unstable cloud environments without the risks that come from building from the ground up, according to Jonathan Staff, Head of Private Cloud at Macquarie Cloud Services. 'The needs of the Australasian education and research sector are shifting and will continue to evolve. We set out with the aim to help the sector navigate uncertainty by providing choice, flexibility, and a cost-effective cloud solution through our collaboration with CAUDIT,' said Staff. 'CAUDIT Cloud is about more than just technology – it's about giving universities and research institutions the flexibility and safety to future-proof their IT supply chains and environments with a solution that is secure, sovereign, and ready to evolve.' Future-ready infrastructure without the price tag Universities and research institutions are under mounting pressure to reduce IT costs while quickly adapting to change. However, with the rising cost of cloud combined with the difficulties of outdated infrastructure, many organisations fear the financial impact of keeping pace. 'The strength of this initiative lies in how well it's aligned with CAUDIT's purpose – creating value for our members. This collaboration gives our member institutions across Australasia an opportunity to take advantage of AI and cloud technologies in a cost-effective and safe way with a trusted vendor,' said Greg Sawyer, CEO of CAUDIT. 'Macquarie Cloud Services are experts in reducing cloud cost while mitigating risk and are in a great position to support our members as they prepare to meet the challenges of the future.' With increased focus on AI and high-performance computing for research, CAUDIT Cloud will help institutions more easily procure advanced computing services without the usual high infrastructure investments. 'CAUDIT Cloud gives universities more choice, reduces procurement complexity, and enables them to adopt cutting-edge technologies without significant upfront expenditure,' said Staff. The initiative will be launched on 25 May at THETA (The Higher Education Technology Agenda), Australasia's leading conference for professionals working in higher education and research. About Macquarie Cloud Services
Scoop
15-05-2025
- Business
- Scoop
Macquarie Cloud Services Collaborates With CAUDIT To Advance IT In Education
Macquarie Cloud Services, part of Macquarie Technology Group (ASX: MAQ), have today announced the launch of CAUDIT Cloud, a purpose-built cloud solution for research and education, designed in collaboration with CAUDIT, the peak body for ICT in the higher education and research sectors across Australasia, to support the full spectrum of university ICT needs. Burdened by the growing pressure of budget constraints, increasing compliance and regulatory standards, and the need to manage expanding volumes of data while meeting the demands of technological innovation, much of the infrastructure Australia's research and education sector relies on is ill-equipped to meet the challenge. Underpinned by enterprise-grade infrastructure and delivered by Australia's most recommended cloud provider, Macquarie Cloud Services, CAUDIT Cloud has been developed to meet that challenge. The solution will support modern education and research institutions by delivering a pre-vetted and cost-effective solution tailored to the individual organisation's needs. The importance of flexibility CAUDIT Cloud is designed to help give institutions an alternative to expensive or unstable cloud environments without the risks that come from building from the ground up, according to Jonathan Staff, Head of Private Cloud at Macquarie Cloud Services. 'The needs of the Australasian education and research sector are shifting and will continue to evolve. We set out with the aim to help the sector navigate uncertainty by providing choice, flexibility, and a cost-effective cloud solution through our collaboration with CAUDIT,' said Staff. 'CAUDIT Cloud is about more than just technology – it's about giving universities and research institutions the flexibility and safety to future-proof their IT supply chains and environments with a solution that is secure, sovereign, and ready to evolve.' Future-ready infrastructure without the price tag Universities and research institutions are under mounting pressure to reduce IT costs while quickly adapting to change. However, with the rising cost of cloud combined with the difficulties of outdated infrastructure, many organisations fear the financial impact of keeping pace. "The strength of this initiative lies in how well it's aligned with CAUDIT's purpose – creating value for our members. This collaboration gives our member institutions across Australasia an opportunity to take advantage of AI and cloud technologies in a cost-effective and safe way with a trusted vendor,' said Greg Sawyer, CEO of CAUDIT. 'Macquarie Cloud Services are experts in reducing cloud cost while mitigating risk and are in a great position to support our members as they prepare to meet the challenges of the future.' With increased focus on AI and high-performance computing for research, CAUDIT Cloud will help institutions more easily procure advanced computing services without the usual high infrastructure investments. 'CAUDIT Cloud gives universities more choice, reduces procurement complexity, and enables them to adopt cutting-edge technologies without significant upfront expenditure,' said Staff. The initiative will be launched on 25 May at THETA (The Higher Education Technology Agenda), Australasia's leading conference for professionals working in higher education and research. About Macquarie Cloud Services and subscribe to Cloud Reset – The Podcast here.
