Applied Digital Corporation · NASDAQ:APLD

Applied Digital — Investor Presentation (September 2024)

9 slides from Applied Digital's investor presentation, Sep 27, 2024

  1. Slide 1: First Mover Advantage: Building Out the Digital Infrastructure Ecosystem to Enable AI

    ul n APPLIED DIGITAL TH FIRST MOVER ADVANTAGE: BUILDING OUT THE DIGITAL INFRASTRUCTURE ECOSYSTEM 10 ENABLE Al Powering Hyperscalers, Enterprises, and Startups

  2. Slide 2: AI's Exponential Growth and Its Ripple Effects

    Al's Exponential Growth and Its Ripple Effects Al Market Growth Projections Lead Time of Major Data Center Critical Equipment Months Bos 2 convtos «10 20008 s1s008 Liter phe TT <0 Powers 19008 Medium-Voroge MN «s recone A +2 08 Medun-verage > svnchoer A 82 alll Poner 22 SOSRMM inoee mes nies 2s ive

  3. Slide 3: Infrastructure Pressure

    Infrastructure Pressure Demand for Power for Data Center is Expected to Rise Key “Teronat-nours TWh fect demand, resi ee Industry Challenges Soaring Computational Needs: ‘Almodele require exponentially increasing processing power ‘Scalability Limitations: ‘Traditional data centers cart scale rapidly

  4. Slide 4: US Data Center Growth & Infrastructure Projections

    US Data Center Growth & Infrastructure Projections Us Data Center Growth ‘otal US power Demand by DCs ‘Compute: Time to double CPU performance Density: Kw per ‘alent: Shortage of specialty trade labor NOVA: lead time to power new DC [NOVA: Lead time for electrical equipment Power Providers: DC callo

  5. Slide 5: Hyperscalers Look For a New Market

    Hyperscalers Look For a New Market Scaling Constraints ‘il 4 Demand Power 0 @oKahoma @ —~Z a Anm® @ © coating e Alani : ic R e Cis ‘Supply Chan Regulation Three tiers of US energy Markets @ Primary markets (@ Secondary markots (© Emerging markets Large exiting demand of Relat smaller demandbut Recen

  6. Slide 6: The North Dakota Advantage

    The North Dakota Advantage Ke Low Build and Favorable V Economic First Mover Y Energy Operational Cost Climate Incentives Advantage North Dakota's excess Competitive eneray North Dakota's cold ‘State incentives reduce Locked in energy prior to ‘energy supply supports costs lower our ‘weather offers

  7. Slide 7: Ellendale AI Data Center Building

    ELLENDALE Al DATA CENTER BUILDING 1 From Dirt to Compute Critical IT Capacity - 10OMW © Access to Wind Energy TYPICAL BUILDING + Three story building + 369,000 GSF building ‘Ist floor - Central Utilities + 2nd & 3rd floors — Data Halls + 2 Data Halls -SOMW IT Load Each TECHNICAL DETAILS + Peak rack

  8. Slide 8: Accelerated Computing Infrastructure for AI at Scale

    Accelerated Computing Infrastructure for Al at Scale Applied Digital Deployment Footprint ae = 2 —— Se are gee Fe “a —£ = =. RESERVED OVER BUILDING OVER ACCESS TO 60,000 400MW 1.4+ LATEST GPUS GPUS CAMPUS GIGAWATTS ‘To Support High-performance Anticipated To Be Deployed Across Our That Could Host So

  9. Slide 9: Thank You

    THANK YOU ALLE ath

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