Apollo Global Management
Apollo Global Management is a global financial services firm. It provides capital solutions and asset management services across credit, private equity, and real assets. The firm partners with companies to finance growth and transformation in various sectors. Apollo acts as a financing partner for sectors driving future development, including those requiring significant investment for industrial renaissance. Its strategies encompass private credit, which can support business growth and retirement income, and real assets like infrastructure and energy transition projects.
About Apollo Global Management
Apollo Global Management operates as a capital solutions provider rather than a traditional data center operator, bringing a fundamentally different business model to the infrastructure sector. The New York based firm, founded in 1990 and publicly traded on the NYSE, manages substantial assets across private equity, credit, and real assets with a specific focus on enabling large scale infrastructure development globally.
The company's approach to data center infrastructure centers on flexible financing and capital origination rather than facility ownership and management. This positions Apollo as a backstop for enterprise customers and established operators seeking project financing, refinancing, or structured capital solutions during various market cycles. The firm's diversified investment platforms allow it to underwrite deals that traditional lenders might avoid, particularly in emerging AI infrastructure and hyperscale expansion where construction risk and technology adoption uncertainty run high.
Apollo's competitive distinction lies in its ability to deploy capital at scale while maintaining operational flexibility across global markets. By focusing on the financing and structuring layer rather than day to day facility operations, the company captures infrastructure value creation without assuming operator responsibilities. This capital centric strategy has become increasingly relevant as data center demand from AI workloads creates funding bottlenecks for both new construction and capacity additions. Marc Rowan's leadership emphasizes infrastructure as a core allocation, reflecting the firm's strategic confidence in long term data center fundamentals.
Global alternative asset manager specializing in private equity, credit, and real assets investments in infrastructure including data centers, telecom, cloud computing, and AI-related sectors.
Company Overview
Ownership Type
Public
Website
Visit WebsiteRecent Activity
SEC exempts data-center asset-backed securities from traditional ABS rules
The SEC's staff issued a letter clarifying that data-center securitizations do not qualify as asset-backed securities under traditional regulatory definitions, exempting them from risk-retention and disclosure requirements that apply to auto loans and similar instruments. The determination, responding to a request from law firm Latham & Watkins, recognizes data centres as physical assets rather than amortizing financial instruments. The ruling removes a constraint on how data-centre operators raise debt and is expected to accelerate securitization activity in the AI infrastructure sector. Data-center ABS issuance has grown from $2.4 billion in 2020 to $15.5 billion in 2025 and is on pace to set a new record in 2026.