๐ ๐๐๐๐๐๐๐๐ ๐๐๐๐: AI Infrastructure: The Trillion-Dollar Market Growing Behind the AI Revolution - $Applied Digital(APLD.US) $Hut 8 Mining(HUT.US) $IREN(IREN.US) $Nebius(NBIS.US)
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โก ๐๐๐๐๐๐: Trump says data centers could be more important than oil - $Nebius(NBIS.US) $Coreweave(CRWV.US) $IREN(IREN.US) $Cipher Digital(CIFR.US) $Terawulf(WULF.US) $Applied Digital(APLD.US) $Galaxy Digital(GLXY.US) $SharonAI(SHAZ.US) $Navitas Semiconductor(NVTS.US)
Trump told Punchbowl News he had seen signs Texas appears to be opposing data-center construction and said that would be a mistake. He added he was not taking a formal position but noted communities that welcome data centers draw substantial capital inflows, that some data centers are striking buildings, and that they are economically important; if Texas says no, he said, it would be an error because data centers may be more important than oil. - H
$Applied Digital(APLD.US) | ๐.๐ฅ๐ถ๐น๐ฒ๐ ๐บ๐ฎ๐ถ๐ป๐๐ฎ๐ถ๐ป๐ ๐๐๐ on ๐๐ฝ๐ฝ๐น๐ถ๐ฒ๐ฑ ๐๐ถ๐ด๐ถ๐๐ฎ๐น, raises PT to $๐ณ๐ฑ.๐ฌ๐ฌ from $๐ฒ๐ฒ.๐ฌ๐ฌ
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$Applied Digital(APLD.US) | BlackRock Discloses 4.3% Beneficial Stake in Applied Digital
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$Applied Digital(APLD.US) | Morgan Stanley ๐ข๐ง๐ข๐ญ๐ข๐๐ญ๐๐ฌ ๐๐ช๐ฎ๐๐ฅ๐ฐ๐๐ข๐ ๐ก๐ญ on ๐๐ฉ๐ฉ๐ฅ๐ข๐๐ ๐๐ข๐ ๐ข๐ญ๐๐ฅ, ๐ข๐ง๐ข๐ญ๐ข๐๐ญ๐๐ฌ ๐๐ ๐๐ญ $๐๐.๐๐
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$Applied Digital(APLD.US) | Compass Point reiterates ๐๐ฎ๐ฒ on ๐๐ฉ๐ฉ๐ฅ๐ข๐๐ ๐๐ข๐ ๐ข๐ญ๐๐ฅ, maintains ๐๐ ๐๐ญ $๐๐
Analyst sees on-time delivery as a key execution milestone, de-risking the CoreWeave ramp and highlighting an attractive entry point for the stock. - H
๐ข ๐๐๐๐ ๐๐: $Applied Digital(APLD.US) Applied Digital Delivers 75 MW AI Capacity at Polaris Forge 1
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค ๐๐ฉ๐ฉ๐ฅ๐ข๐๐ ๐๐ข๐ ๐ข๐ญ๐๐ฅ achieved ๐๐๐๐๐ฒ ๐๐จ๐ซ ๐๐๐ซ๐ฏ๐ข๐๐ status for Phase 1 of Building 2.โค Phase 1 delivered ๐๐ ๐๐ of AI capacity to its customer ๐จ๐ง ๐ฌ๐๐ก๐๐๐ฎ๐ฅ๐.โค Total live capacity at Polaris Forge 1 has increased to ๐๐๐ ๐๐.โค Polaris Forge 1 is contracted to deliver ๐๐๐ ๐๐ under ๐ฅ๐จ๐ง๐ -๐ญ๐๐ซ๐ฆ lease agreements.โค The campus is ๐๐ฎ๐ฅ๐ฅ๐ฒ ๐ฅ๐๐๐ฌ๐๐, according to the company.โค Milestone follows the earlier on-time completion of the campus' first ๐๐๐ ๐๐ building.๐ ๐๐ก๐ฒ ๐๐ญ ๐๐๐ญ๐ญ๐๐ซ๐ฌ:โค Expands Applied Digital's ๐๐ ๐๐๐ญ๐ ๐๐๐ง๐ญ๐๐ซ capacity amid growing AI infrastructure demand.โค On-time delivery reinforces the company's ๐๐ฑ๐๐๐ฎ๐ญ๐ข๐จ๐ง capabilities for large-scale AI projects.โค Fully leased capacity provides ๐ฅ๐จ๐ง๐ -๐ญ๐๐ซ๐ฆ contracted revenue visibility.๐ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ:โค "Delivering this phase on time underscores the strength of our execution model. Achieving this milestone required intense coordination across the field, construction, engineering, operations, procurement, development, and corporate teams." โ ๐๐๐ฌ ๐๐ฎ๐ฆ๐ฆ๐ข๐ง๐ฌ, Chairman and Chief Executive Officer of Applied Digital. - H
๐ข ๐๐๐๐ ๐๐: MDU Signs Power Agreement for $Applied Digital(APLD.US) Applied Digital's 430 MW AI Data Center
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค ๐๐จ๐ง๐ญ๐๐ง๐-๐๐๐ค๐จ๐ญ๐ ๐๐ญ๐ข๐ฅ๐ข๐ญ๐ข๐๐ฌ signed an electric service agreement with ๐๐ฉ๐ฉ๐ฅ๐ข๐๐ ๐๐ข๐ ๐ข๐ญ๐๐ฅ.โค Agreement supports the proposed ๐๐จ๐ฅ๐๐ซ๐ข๐ฌ ๐ ๐จ๐ซ๐ ๐ ๐ AI data center near Center, North Dakota.โค The campus is expected to require up to ๐๐๐ ๐๐ of electricity at full capacity.โค Applied Digital will purchase power directly from energy markets or other supply sources.โค Initial operations at Polaris Forge 3 are expected to begin in ๐๐ฎ๐ ๐ฎ๐ฌ๐ญ ๐๐๐๐.โค The agreement remains subject to approval by the ๐๐จ๐ซ๐ญ๐ก ๐๐๐ค๐จ๐ญ๐ ๐๐ฎ๐๐ฅ๐ข๐ ๐๐๐ซ๐ฏ๐ข๐๐ ๐๐จ๐ฆ๐ฆ๐ข๐ฌ๐ฌ๐ข๐จ๐ง.โค Applied Digital previously signed a ๐๐-๐ฒ๐๐๐ซ lease with an investment-grade U.S. hyperscaler for the site.โค The project is expected to create approximately ๐๐๐ ๐๐ฎ๐ฅ๐ฅ-๐ญ๐ข๐ฆ๐ jobs and generate local tax revenue.โค MDU currently serves Applied Digital's ๐๐จ๐ฅ๐๐ซ๐ข๐ฌ ๐ ๐จ๐ซ๐ ๐ ๐ facility near Ellendale.โค That partnership has returned ๐๐๐จ๐ฎ๐ญ $๐๐.๐ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง to North Dakota customers over three years.๐ ๐๐ก๐ฒ ๐๐ญ ๐๐๐ญ๐ญ๐๐ซ๐ฌ:โค The deal highlights rising ๐๐ ๐๐๐ญ๐ ๐๐๐ง๐ญ๐๐ซ power demand across the U.S.โค A ๐๐๐ ๐๐ campus would rank among the region's largest energy-consuming projects.โค Long-term hyperscaler demand supports Applied Digital's AI infrastructure expansion strategy.๐ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ:โค "The campus is expected to create approximately 200 full-time jobs and generate property tax revenue for Oliver County." โ ๐๐๐ฌ ๐๐ฎ๐ฆ๐ฆ๐ข๐ง๐ฌ, Chairman and CEO of Applied Digital.โค "The project reflects growing interest in North Dakota among large energy users, and we are committed to serving these customers in a manner that benefits communities and supports the regional grid." โ ๐๐ข๐๐จ๐ฅ๐ ๐๐ข๐ฏ๐ข๐ฌ๐ญ๐จ, President and CEO of MDU Resources. - H
$Applied Digital(APLD.US) | Northland maintains ๐๐ฎ๐ญ๐ฉ๐๐ซ๐๐จ๐ซ๐ฆ on ๐๐ฉ๐ฉ๐ฅ๐ข๐๐ ๐๐ข๐ ๐ข๐ญ๐๐ฅ, ๐ซ๐๐ข๐ฌ๐๐ฌ ๐๐ ๐ญ๐จ $๐๐
Analyst sees high-level execution in site sourcing and development, leading to rapid platform growth and significant contracted revenue with hyperscalers. - P
Doing extensive analysis on the wider neocloud ecosystem.
I'm curious: which one of these names is your favourite?Ranked by market cap:$Hut 8 Mining(HUT.US) @ $13.38B$Galaxy Digital(GLXY.US) @ $13.01B$Terawulf(WULF.US) @ $12.91B$Applied Digital(APLD.US) @ $12.20B$Cipher Digital(CIFR.US) @ $10.02B$Core Scientific, Inc.(CORZ.US) @ $8.77B$CleanSpark(CLSK.US) @ $4.23B$SharonAI(SHAZ.US) @ $1.04B$HIVE Digital Tech(HIVE.US) @ $1.38B CAD$Whitefiber(WYFI.US) @ $953MAny others I should look into?Other than the obvious $Nebius(NBIS.US) / $Coreweave(CRWV.US) / $IREN(IREN.US) type names.Disclosure: - I personally hold positions in a lot of these companies from 2025.- Current research is to identify the ones to increase concentration in / start new positions in.