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