~$5B deal locked in with U.S. Based Investment Grade Hyperscaler. Applied Digital signs ~15 Year, 200 MW lease agreements for Polaris Forge 2 campus, in Harwood North Dakota. $APLD Full release → https://t.co/cOxH3yWqrx

True

This was soybeans a few weeks ago. Harwood.

we will cross well over 1 million GPUs brought online by the end of this year! very proud of the team but now they better get to work figuring out how to 100x that lol

https://t.co/7vewBJn4Dl

Great day in Ellendale inspecting the new @APLDdigital data center expansion and related housing project, a combined $5B investment. This community is a shining example of public and private sectors working together to drive economic growth and meet workforce needs.

🌠 A glimpse of our next-gen data center in Ellendale, ND—where cutting-edge tech meets nature’s brilliance under the Northern Lights. $APLD #DataCenters #AuroraBorealis #NorthernLights

Ellison could re-ignite the data center trade by himself; Oracle has 162 data centers and he says there is room for another 1000 to 2000. Doesn't sound like "peak year data center.:

Stanford ECON295/CS323 I 2024 I The Age of AI, Eric Schmidt 完整版看这里

The roughly 125,000 square-foot facility has already helped the local workforce. Applied Digital chose West Texas due to the wind and subsequent stranded energy.

Had a good conversation with @APLDdigital to hear updates on their North Dakota facilities in Jamestown and Ellendale. We also discussed progress on their new Ellendale facility, which will provide high-paying, high-tech jobs to the local community.

New AI chips use an insane amount of electricity. A single Nvidia GPU chip consumes about the same amount of energy as a typical US home. Nvidia GPUs alone will consume more than the entire planned US data center capacity expansions over the next decade. h/t @d51mmons

Big News! We've achieved Elite Partner Status with @nvidia! This solidifies our commitment of providing cutting-edge solutions in the realm of #AI and #datacenter innovation. $APLD https://t.co/ycUFR2q54M

$MOD's AI datacenter cooling biz grew 124% last Q, seeing potential orders from more hyperscale customers, growth in NA is in early days. EV thermal management biz is growing 30%+. EBITDA margins are 13% on their way to high teens. New mgmt executing well. 12-13x this FY P/E.

Good morning, @APLDdigital! 📈📈 With $APLD up over 20% after pre-market earnings, CEO Wes Cummins reviews the quarterly numbers with @OJRenick and highlights the new partnership with @HPE to elevate its A.I. offering in datacenters:

@GavinSBaker The two watershed moments for me were $NVDA q1 eps and guide and $MSFT co-pilot announcements. Both wake-up calls to rapid deployment of AI. Latter demonstrating immediacy of crucial enterprise deployment. Ignore at your peril.

Good primer on the impact of AI on both new and old data centers. Again, the growth in AI will accelerate the obsolescence of existing data center architecture due to higher power/cooling/networking needs. $META, for example, is starting over from scratch.

@rowancheung Won’t be long before there are many such clusters, some considerably larger

CEO Wes Cummins shares his unique story about the formation of Applied Digital. $APLD #HPC https://t.co/un2DPYYKU4