Applied Digital

We develop, own, & operate purpose-built AI data centers. Long-term infrastructure for the next generation of computing. $APLD

[Applied Digital @APLDdigital]

This Veterans Day, we honor and thank all veterans for their service to our nation.

We're especially grateful for the veterans of Applied Digital and our partners who bring their experience, leadership, and dedication to our teams each day.

Thank you to all who have served. 🇺🇸

[Applied Digital @APLDdigital]

Not every community is taking the same position on data center development.

Applied Digital CEO Wes Cummins joined @FoxBusiness Network’s Claman’s Power Players last Friday to discuss where data centers fit into the current political climate and highlight Harwood, North Dakota. $APLD

Want to learn more? Watch the full interview here: https://t.co/L60tGyLrBD

[Jason Zhang @realjasonzhang]

~96% of Applied Digital @APLDdigital contracted capacity is backed by investment-grade hyperscalers

[Jason Zhang @realjasonzhang]

Proud to be building in Harwood, North Dakota. @APLDdigital

Bloomberg reports that roughly 75% of Harwood voters rejected a measure that would have created new barriers to industrial development, including data centers.

North Dakota’s strength starts with its people: communities, local leaders and utilities that understand long-term investment and work together to make it happen.

That support comes with responsibility. We must keep listening, deliver on our commitments and bring lasting benefits to the communities where we build.

Thank you, Harwood. We’re here for the long term.

And thank you to Brody Ford and Miguéla V. Thornton for the coverage.

[Wes @WUSTL_Bear]

A nice testament to how we do business. North Dakota is the best data center market in the country. We have 1GW operating or under construction in the state and a pipeline of many more GWs. Do it the right way.

[Applied Digital @APLDdigital]

"Only One U.S. Town Out of Dozens Voted Yes to Data Centers" $APLD

@Bloomberg highlighted Harwood, North Dakota, home of our Polaris Forge 2 campus, as a notable outlier in the national conversation around data center development.

The future of AI infrastructure depends on more than power, land, and capital. It depends on trust.

No one represents a town better than the people who call it home.

At Applied Digital, we believe in doing things the right way, investing locally, building long-term relationships, and creating lasting value for the places where we operate.

We're grateful for the trust the Harwood community has placed in us and proud to continue investing in North Dakota's future.

Read more here: https://t.co/7k82fZEy1l

[Applied Digital @APLDdigital]

Applied Digital is a highly technical real estate company that develops, builds, and operates purpose-built data centers. $APLD

Our repeatable franchise model brings consistency to campuses we develop, helping us execute efficiently and deliver projects on schedule.

Learn more about the framework behind the repeatable franchise model below.

[Jason Zhang @realjasonzhang]

At Applied Digital @APLDdigital, we have long believed that where you build matters as much as what you build. This election reinforced that.

Across the country, data center development is facing growing political scrutiny, with calls for permitting pauses, fewer tax incentives and greater community control. Power availability, water use, utility costs and environmental impacts are increasingly shaping where—and how quickly—new projects can move forward.

It also reinforces why we believe so strongly in North Dakota.

For me, it starts with the people. We began building there in 2021. We have worked alongside communities, state and local leaders, and utilities that show up, solve problems and understand long-term infrastructure investment. That partnership is reinforced by supportive state policies that give companies the confidence to invest, build and grow over the long term.

Developers have to earn that support.

In Harwood, we are working with Minnkota and Cass County Electric, investing $112M in substation and grid upgrades at our expense.

Separately, our partnership with MDU in Ellendale has helped benefit existing customers. MDU now reports $45.4M returned to North Dakota customers over four years.

North Dakota is also energy rich: natural gas, wind and other resources, including the Bakken, one of America’s most prolific oil-producing regions and a significant source of associated natural gas.

Add a cold climate that improves cooling efficiency, room to expand and growing fiber connectivity.

We have three campuses in North Dakota—Ellendale, Harwood and Center—each with the potential to scale beyond 1 GW. We have already brought 250 MW online at Polaris Forge 1 in Ellendale.

Established campuses, utility partnerships and community trust take years to build. Their value grows when new development becomes harder.

North Dakota is where we started. There is a reason we keep building here.

$APLD #NorthDakota #AIInfrastructure #DataCenters

[Applied Digital @APLDdigital]

Pride in the work. Impact that lasts. $APLD

At Polaris Forge 2, the people building AI infrastructure are focused on more than the facility itself. They’re building something that will serve the community for years to come.

Watch Behind the Build to hear what that means to the people bringing it to life: https://t.co/8KaY874v3E

#AppliedDigital #BehindTheBuild #AIInfrastructure #DataCenters #CriticalInfrastructure

[Applied Digital @APLDdigital]

Wes Cummins joined @CNBC 's Squawk on the Street today to discuss what sets Applied Digital apart in the AI infrastructure ecosystem. $APLD

Applied Digital is a highly technical real estate company that develops, builds, and operates purpose-built data centers.

Not a neocloud.

Want to learn more? Watch the interview here: https://t.co/fhwCfBb2Bo

[Applied Digital @APLDdigital]

@realjasonzhang @WUSTL_Bear A common question we get: Is Applied Digital a neocloud?

The answer is no.

We develop, own, and operate purpose-built data centers that support AI at scale.

Highly technical real estate. Purpose-built for AI. $APLD

[Jason Zhang @realjasonzhang]

@WUSTL_Bear made an important distinction on CNBC’s Squawk today: Applied Digital @APLDdigital is not a neocloud.

We are a technical real estate business. We develop, own and operate purpose-built data centers, delivering the buildings, power infrastructure, cooling and connectivity that support AI at scale.

Our core business model is the same as QTS, Vantage and Aligned: develop data center campuses, lease capacity under 15+ year contracts and operate reliable facilities.

Our target customers are investment-grade hyperscalers and leading AI infrastructure companies, including:

• Microsoft
• Google
• Amazon
• Meta
• Oracle
• NVIDIA

A neocloud deploys GPUs and sells computing capacity and cloud services. Our data center business provides the physical infrastructure where those systems operate.

Our economics are driven by long-term contracted rental revenue and reliable infrastructure delivery and operations.

$APLD builds and operates the infrastructure where AI runs.

[Applied Digital @APLDdigital]

Catch Applied Digital CEO Wes Cummins on CNBC's Squawk on the Street on Monday, November 2, at 10:25 a.m. ET. $APLD

Tune in live: https://t.co/pcLXsaKrr8

[Applied Digital @APLDdigital]

If the grid goes down, reliability matters. $APLD

At Polaris Forge 2, backup generators help protect critical AI infrastructure if utility power is lost.

Watch Behind the Build to see how Applied Digital is building the infrastructure powering AI: https://t.co/UQBe5aIK0K

[Applied Digital @APLDdigital]

When Brent graduated from NDSU, he thought he'd have to leave Fargo to build a career in facility operations. $APLD 

Today, he's a key member of the Applied Digital team at the Polaris Forge 2 campus in Harwood, North Dakota, just minutes away from his house. 

Watch Behind the Build to see how Applied Digital is building the infrastructure powering AI: https://t.co/L3YSt3IGtN

[Applied Digital @APLDdigital]

Polaris Forge 1 has been named the Economic Development Project of the Year by the Economic Development Association of North Dakota (EDND).

This recognition reflects the hard work of our team, the strength of our partnerships, and the support we've received across North Dakota.

We're honored to be part of the state's continued growth and innovation story and proud to build in Ellendale.

#AppliedDigital #PolarisForge1 #EconomicDevelopment $APLD

[Applied Digital @APLDdigital]

We are going vertical at Delta Forge 1, a 300 MW Critical IT Load AI Factory campus in Boyce, Louisiana. $APLD

🔹 Delta Forge 1 | Building 1 | 150 MW Critical IT Load:
At Phase 1, precast concrete and structural steel erection are underway, bringing the building structure into view as construction continues to progress.

🔹 Delta Forge 1 | Building 2 | 150 MW Critical IT Load:
Deep foundation work is expected to begin soon, marking the next step in site development.

Stay tuned for more campus updates from Applied Digital. ⚡

[Applied Digital @APLDdigital]

Building an AI data center is only the beginning.
Keeping it reliable is a responsibility that continues long after construction ends. $APLD

Episode 6 of Behind the Build, "The Responsibility of Reliability," explores what it takes to support mission-critical AI infrastructure long after construction is complete, from backup power and redundant systems to the people and processes that keep operations running every day.

🎥 Watch now: https://t.co/5QOpTFspT0

[Applied Digital @APLDdigital]

Wes Cummins, CEO of Applied Digital, joined @bloombergTV The Close to discuss the company's AI Factory business and strategy. $APLD

Watch the interview here: https://t.co/5fizMsv8F6

#AppliedDigital #AIFactories #AIInfrastructure #DataCenters

[Applied Digital @APLDdigital]

Applied Digital CEO Wes Cummins joined @BloombergTV's The Close to discuss execution and what’s ahead for $APLD

Watch the full interview 👇
https://t.co/VGyI1QLqdA