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Applied Digital Leverages Power-Secured Sites for AI Data Center Capacity

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Applied Digital says its early securing of power resources gives it an advantage as AI data center demand grows. About 1.4 GW of contracted critical IT load and roughly $36B in contracted lease revenue are already tied to AI capacity plans. Still, dependence on third-party power suppliers could bring disruptions or higher costs. A multi-gigawatt power pipeline could support up to ~500 MW of critical IT load annually.

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