Applied Digital Corporation · NASDAQ:APLD
Applied Digital — Investor Presentation (October 2023)
17 slides from Applied Digital's investor presentation, Oct 12, 2023
Slide 1: Demands of Real Estate Development
Leading Provider of Next-Gen Datacenters for High-Performance Computing Applications October 2023 Demands of Real Estate Development
Slide 2: Disclaimer
DISCLAIMER This presentation has been designed to provide general information about Applied Digital Corporation (“APLD” or the “Company”). Any information contained or referenced herein is suitable only as an introduction to the Company. The information contained in this presentation is for informat
Slide 3: Introduction: Brad Barton, EVP of Real Estate & Development
Brad Barton EVP of Real Estate & Development • Husband, Father of 3 boys, outdoors, sports. • Have executed over $2.5 billion in mission critical datacenter projects in the US and Mexico • More recently, delivered multiple hyperscale, wholesale, and colocation datacenters totaling over 450 megawatts
Slide 4: Planning – Lessons Learned From the Past
The entire building went up in just over a year, under budget (at $40 million) and well ahead of schedule. Source: Rare Historical Photos 2023 The Key Success To Constructing the Empire State Building: ü Efficient Design ü Experienced Workforce ü Assembly Line Construction ü Financial Incentives ü I
Slide 5: Today's Challenges
Today's Challenges And this is the gap The means and methods gap. This gap also overlaps with the Spearin Gap; legally defined as neither the architects nor the contractor's typical responsibility and, by default, falls to 1] the owner - often unaware or lacking Construction J the experience to addr
Slide 6: Design Planning – The Key To Success
Design Planning – The Key To Success Datacenter design is an iterative process involving input from internal stakeholders and OEMs. UNCERTAINTY / PATTERNS / INSIGHTS CLARITY / FOCUS Research and Exploration Concepts and Schematic Finished Design Programming 2023 J F M A M J J A S O N D Schematic Des
Slide 7: Colocation Datacenters: Datacenter Complications
Colocation Datacenters Datacenter Complications Ø Lots of power in, lots of heat out- meanwhile, plan for tech not invented yet, plan for local jurisdictions , etc.) Ø SLAs have improved over 20 years, emphasizing reliability and performance. Ø APLD is seeing tenants moving away from 99.9999% = lots
Slide 8: Internet and Datacenters
Internet and Datacenters! Early 90's Birth of "IT Closets" within the 4 walls of company's business Mid 90's to early 2000s ."com" surge – 24x7 operation DCaS (Datacenter as a service) AWS introduced cloud computing Early 2000's DLR Went public $12 Average deal size: • Average deal size for a lease
Slide 9: Design
Bridging the Gap DESIGN RESEARCH
Slide 10: Design Process
Activity 1 2 3 4 5 6 7 8 9 Produce suspended floor calculations 1 1 x x Produce suspended floor plans and sections 2 x 2 x x Pad foundation calculations 3 x 3 Produce pad foundation plans & sections 4 x x 4 Concrete basement calculations 5 x x 5 Produce basement concrete basement layout 6 x x x 6 x
Slide 11: Design to Build – Not the Other Way Around
Bridging the Gap Design to Build – not the other way around: Choose Equipment & Materials (with input on lead time, skilled labor availability, other factors) then design to it. Vendor 1 Efficient Design: Design-to-Equipment and Material Availability Standard Shipping Time (Weeks) to first unit ship
Slide 12: Right Experience, Right Timing
Bridging the Gap Right Experience, Right Timing
Slide 13: "Assembly Line" Construction
Bridging the Gap “Assembly Line” Construction
Slide 14: Summary: Assembly Line Construction
Summary: Assembly line construction today is often referred to as Prefabrication and it starts with design. Bridging the Gap “Assembly Line” Construction
Slide 15: What Is Next? "AI Brain in a building"
What Is Next? “AI Brain in a building” Building: 3 story 100MW Rack Density: 45KW-150KW a rack Building Design: Purpose built for AI workloads Network core: Centralized Core
Slide 16: What Is Next? Power Search Pipeline
What Is Next? Power Search Pipeline
Slide 17: Thank You
Leading Provider of Next-Gen Datacenters for High-Performance Computing Applications Thank You
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