Drivers9222

[Applied Digital @APLDdigital]

Join Applied Digital at the Datacloud Global Congress in Cannes, France.

Jason Zhang and Wes Cummins will be attending Datacloud Global Congress, with Wes speaking on the keynote panel:
Which future tech innovation will change the digital infrastructure landscape?

Tuesday, June 2, 2026 | 3:45 PM – 4:30 PM | Discovery Stage

📍Request a meeting: https://t.co/VBqmEQ59Fr

[Applied Digital @APLDdigital]

When a small town packs into a townhall to hear about an AI data center project, the conversation gets interesting. $APLD

In Episode 2 of Behind the Build, Applied Digital takes viewers inside a real townhall in Harwood, North Dakota — where residents ask direct questions about one of the largest AI infrastructure developments in the region.

What’s being built?
Why here?
What does it mean for the community?

This is the side of AI infrastructure and hyperscale data center development most people never see.

No polished renderings. No press release headlines. Just real conversations happening in real time.

Because before AI factories become operational, trust has to be built first.

Watch Behind the Build | Episode 2: The Townhall:
https://t.co/QBmbiv3bkr

[Applied Digital @APLDdigital]

The challenge isn’t just finding power.

It’s delivering it through mid-build design changes, North Dakota winters, billions on the line, and schedules that don’t move.

🎬 Behind the Build takes you inside the race to deliver large-scale AI infrastructure.

Watch Episode 1: https://t.co/JmB2LgjPiA

[Applied Digital @APLDdigital]

April progress at the Polaris Forge 2 campus in Harwood, ND. $APLD

🔷 PF2-1 | 150 MW Critical IT Load
Roofing activities continue, interior MEP systems and slab on grade work are ongoing, and exterior utilities continue to progress.

🔷 PF2-2 | 150 MW Critical IT Load
Concrete foundations are nearly complete, and teams mobilized and began precast erection at the end of April.

The next phase at Polaris Forge 2 is taking shape.

[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

[Applied Digital @APLDdigital]

April progress at Polaris Forge 1 in Ellendale, ND.

Across two 150 MW Critical IT Load buildings, teams continue advancing the systems, structures, and fit-outs required to bring new AI factory capacity online.

🔷 PF1-2 | 150 MW Critical IT Load
MEP commissioning is advancing, multiple systems are energized, early data hall fit-outs are moving full steam ahead, and key equipment installations continue.

🔷 PF1-3 | 150 MW Critical IT Load
Precast remains ahead of schedule, roofing is progressing, Phase 1 UPS room slab on grade is complete, and MEP work continues to ramp.

Infrastructure at this scale moves milestone by milestone. $APLD

[Applied Digital @APLDdigital]

The part no one shows:
How refining designs and adjusting plans in real time is what it takes to deliver what the industry actually needs.

🎬 Behind the Build: a docuseries from Applied Digital, going inside what it really takes to deliver large-scale AI infrastructure and hyperscale data centers.

Watch Episode 1: https://t.co/xfaomMHgRO

[Applied Digital @APLDdigital]

#NEWS: Applied Digital announces a new U.S. based high investment-grade hyperscaler tenant at Delta Forge 1, a 430 MW AI Factory campus. $APLD

This lease represents ~$7.5 billion in total contracted value over a ~15-year term and supports 300 MW of critical IT load.

This marks Applied Digital’s second U.S. based investment-grade hyperscaler tenant and expands total contracted revenue to over $23 billion across three AI Factory campuses.

Read the full press release: https://t.co/H0IEk3etzG

[Keith D @inneroperator]

A lot of people say college is a waste of money.

But here's what I think and discussed on @Memesandmkts

If you are sitting in a Stanford class with names like Sam Altman, Satya Nadella, Jensen Huang, and Ben Horowitz on the speaker list, that is a very different kind of ROI.

[Applied Digital @APLDdigital]

Five years ago, Applied Digital set out to create something different.

We focused on building — not headlines.

Today, that work is operating at scale.

🔷 600 MW of leased critical load.
🔷 $16B+ in contracted revenue.
🔷 Delivered our first 100 MW of critical load at Polaris Forge 1, achieving Ready for Service.

Built with purpose. Delivering real impact.

To our team, partners, and the communities who believed in what we were building — thank you. This doesn’t happen without you.

We’re just getting started. $APLD

[Applied Digital @APLDdigital]

Over $31 million returned to local community members through electricity credits.

Applied Digital’s AI Factory in Ellendale, North Dakota utilizes excess energy from the region’s grid, helping return electricity credits to ratepayers while supporting economic growth across the region.

Read the story here: https://t.co/DBW4s3SCGW

[Applied Digital @APLDdigital]

This February, momentum continues at Polaris Forge 1, where 1,200 skilled craft professionals are progressing two 150 MW facilities in parallel.

Polaris Forge 1-2 (150 MW Critical IT Load):
• JWF Heat Rejection Modules from BASX are installed on the roof
• Main electrical equipment from ABB has been received, with terminations underway
• Tenant fit-out has begun in the data halls in preparation for turnover

Polaris Forge 1-3 (150 MW Critical IT Load):
• Precast structure is 25% complete
• Foundations are 85% complete

With trusted partners like McGough, ABB, and BASX, progress continues with confidence.

[Applied Digital @APLDdigital]

Applied Digital is grateful to be included in the CRN 2026 Data Center 50 List. $APLD

As AI transforms industries, responsible infrastructure matters. We believe growth only matters when it is done the right way, creating jobs, strengthening local economies, and powering the next generation of compute.

[Applied Digital @APLDdigital]

Applied Digital announced the appointment of co-founder Jason Zhang as President.

The appointment formalizes Jason’s longstanding leadership and strategic role at Applied Digital.

As President, he will continue partnering closely with Chief Executive Officer Wes Cummins to guide the company’s strategic direction as Applied Digital advances through its next phase of AI infrastructure growth.

🔗 Full press release: https://t.co/JeygyKkcwj

[Applied Digital @APLDdigital]

#PolarisForge2 — continues to take shape in Harwood, ND.

🔹 Building 1 (150 MW Critical IT Load):
Vertical construction is underway, with the first precast components now placed. Concrete foundations and underground electrical and mechanical rough-in efforts are advancing in parallel, keeping momentum strong.

🔹 Building 2 (150 MW Critical IT Load):
Mass excavation is complete, with deep foundation work beginning next week.

Step by step, Polaris Forge 2 is taking shape through disciplined execution and purposeful design. $APLD

[Ivano Panetti @ivanopanetti]

@ReallyAmerican1 Trump’s out of his mind and needs mental help ASAP.

[Patient Investor @PSInvestor]

$APLD Applied Digital quietly made a pretty important move for the AI plumbing layer.

What happened

Applied Digital led a $25M funding round for Corintis, a Swiss startup building direct-to-chip liquid cooling using microfluidics for high-density AI data centers. This takes Corintis’ total funding to $58M and the new cash will expand its U.S. presence (Bellevue, WA), scale manufacturing, and accelerate customer rollouts after signing “multiple new tech giants.”

Corintis’ tech is built to be a drop-in replacement for standard cold plates or even integrated directly inside GPUs. $MSFT Microsoft testing has shown up to 3x lower chip temperatures vs standard cold plates, which means higher power density per rack, better energy efficiency, and lower water use.

Why this matters for AI infrastructure

Liquid cooling is no longer optional at the frontier. As GPUs move toward 1000W+ per chip, air cooling hits a wall. Corintis is attacking this with micro-channels that route coolant directly over the hottest parts of the die, and they are explicitly designing for higher coolant temperatures and reduced fresh-water consumption. That combination matters for both power bills and sustainability constraints as AI campuses scale.

Applied Digital is positioning itself as an “AI Factory” operator, not just a landlord with power hookups. Management is very explicit that advanced cooling is now a prerequisite for ultra-high-density GPU systems, and this deal is part of a broader strategy to control more of the stack: power, cooling, and campus-level design.

Strategic angle for $APLD

This investment slots in next to a few other big anchors on their side:
•A long-term lease with an investment-grade U.S. hyperscaler at Polaris Forge 2
•400 MW of lease agreements with $CRVW at Polaris Forge 1
•A $5B partnership with Macquarie Asset Management to finance and scale new AI campuses

Cooling is one of the main governors on how much GPU you can deploy per square foot. If Corintis can reliably deliver 3x lower temps and higher coolant temps at scale, $APLD gets a path to:
•Pack more GPUs per rack and per megawatt
•Improve PUE / energy efficiency numbers over time
•Offer denser, higher-margin “AI Factory” footprints to hyperscalers and specialized AI customers

Corintis’ CEO frames it as a “holistic approach from silicon to infrastructure,” and that is exactly the game Applied is trying to play: be the place where chip vendors, hyperscalers, and new AI workloads can push right up against the physical limits of power and cooling without blowing up TCO.

Zooming out, this is less about a single $25M check and more about $APLD trying to secure a lead in next-gen cooling IP while it is still early. If AI data centers are the new factories, then whoever controls the most efficient thermal and power stack gets a compounding edge on cost, density, and returns over the next decade.

[Drivers9222 @drivers9222]

@ElonMuskNews47 18

[Drivers9222 @drivers9222]

@amitisinvesting China and Saudi Arabia are building their AI Infrastructure and the United States is afraid of an AI bubble. 🤔

[Bitcoin Mining Stock @miningstockinfo]

JUST IN: 🚀 @APLDdigital marks a milestone in its AI infrastructure with the Polaris Forge 1 AI Factory Campus in North Dakota now operational. The first phase delivers 50 MW of a 100 MW building, paving the way for $11 billion in lease revenue with CoreWeave. $APLD