Koen Lock

$APLD

[NOBUNAGA🇯🇵🏯_夏樹蒼依 @japan_nobunaga]

USA. A Mexican restaurant. We had not yet ordered anything, and the food was already arriving.

Chips. Salsa. Unrequested. Free.

I stopped the waiter. "We have not earned these."

"They just come with the table, man."

They come with the TABLE. In my land, hospitality is a debt. Every gift creates an obligation, weighed carefully, returned in the proper season with interest of feeling. Here, the gift arrives before you have even proven you can pay for dinner.

This is not an appetizer. This is a declaration: we trust you. Eat.

I ate with the gravity the moment deserved. And then — I must report this calmly — the basket emptied, and a new one appeared.

"Did we…?"

"Refill," the waiter said. "It's bottomless."

Bottomless. They have wells of salsa. The supply lines of this nation are beyond anything my ancestors imagined.

My friend warned me. "Don't fill up on chips, dude."

Too late. I had accepted three baskets. Honor demanded each one be finished — an unfinished gift is an insult. By the time my actual food arrived, I was a ruined man.

I was not hungry. I was not comfortable. I had been defeated by a courtesy.

Generosity that arrives before the request cannot be repaid. It can only be survived.

I know the rule now. I have made my peace with the basket. One basket. Two at the most.

Who am I deceiving. There is no number of baskets I would refuse. The trust of a nation is in that salsa, and I intend to honor all of it.

[Applied Digital @APLDdigital]

#NEWS: Another one. 💥
Applied Digital has signed a 210 MW lease at Delta Forge 2, expanding our AI Factory franchise model to a fifth campus. $APLD

⚡ 1.4 GW of total leased capacity
⚡ 5 campuses across multiple states
⚡ Multiple hyperscaler customers
⚡ ~$36B+ contracted lease revenue
⚡ ~$86B+ including renewal options

Applied Digital continues to demonstrate that its AI Factory franchise model can be replicated across geographies while maintaining the execution required to support the next generation of AI.

Read the Press Release → https://t.co/BdWyWY2qd7

We're Hiring → https://t.co/aHXa23ZKp4

[Applied Digital @APLDdigital]

#DeltaForge2 $APLD

[Koen Lock @KokoLock]

@APLDdigital

[oompa loompa @plankt0nfart]

football really is this serious btw

[Applied Digital @APLDdigital]

May brought continued momentum across Polaris Forge 1 in Ellendale, North Dakota, as the campus moves closer to key operational milestones. $APLD ☀️

PF1-2 | 150 MW Critical IT Load:
Customer move-in activities are underway, around-the-clock operations are set to begin in mid-June, and commissioning activities continue to advance toward key operational milestones.

Polaris Forge 1-3 | 150 MW Critical IT Load:
Construction remains on schedule and is tracking ahead of key milestones. Interior concrete slab work on the west side is nearing completion, and additional construction resources are expected to support the next phase of development.

The work happening today is laying the foundation for the next generation of AI.💥

[Nike Basketball @nikebasketball]

Greetings, @NBA Finals.

[Koen Lock @KokoLock]

@APLDdigital $APLD

[L @Iewdawg]

chelsea free for 3 months

[Koen Lock @KokoLock]

@APLDdigital

[Applied Digital @APLDdigital]

#NEWS: Applied Digital just crossed the gigawatt threshold. $APLD⚡

Applied Digital has signed a long-term lease with the same U.S. based high investment-grade hyperscaler behind Delta Forge 1 — pushing the company’s AI Factory portfolio beyond 1 GW of contracted capacity.

The 15-year agreement adds ~$7.5 billion in contracted base-term revenue and ~$18.2 billion if all options are exercised.

The agreement brings Applied Digital’s AI Factory portfolio to:
💥 $31B contracted lease revenue
💥 $73B including renewal options
💥 1.2 GW contracted capacity across four campuses

AI infrastructure at scale. Built for execution.

Read the full press release: https://t.co/BMOvlKXZpY

[Shakira @shakira]

From Maracaná Stadium, here is “Dai Dai,” the @FIFAWorldCup Official Song 2026. Coming 5/14. We’re ready! ⚽️🐺 @burnaboy

[Applied Digital @APLDdigital]

Scaling AI infrastructure requires more than available power. It requires a model built to repeat, refine, and improve.

Applied Digital’s first 100 MW AI Factory building helped shape a standardized campus approach now being applied across future developments.

Refined design. Stronger supply chain coordination. Parallel construction paths.

That is the power of a platform built to scale. $APLD

[Shrek @Shrek]

Y’all mind if an ogre speaks a little español tonight?