Applied Digital Corporation · NASDAQ:APLD
Applied Digital — Investor Presentation (January 2024)
20 slides from Applied Digital's investor presentation, Jan 17, 2024
Slide 1: Company Overview January 2024
Company Overview January 2024
Slide 2: Disclaimer and Forward-Looking Statements
Applied Digital This presentation has been designed to provide general information about Applied Digital Corporation (“Applied Digital” or the “Company”). Any information contained or referenced herein is suitable only as an introduction to the Company. The information contained in this presentation
Slide 3: Who We Are
W H O W E A R E Applied Digital (NASDAQ: APLD) is a U.S. based operator of next-generation digital infrastructure, providing cost- competitive solutions to High-Performance Compute (HPC) and Artificial Intelligence (AI). S T R A T E G I C P A R T N E R S H I P S S O F T W A R E P A R T N E R S F I N
Slide 4: Organizational Chart
O R G A N I ZAT IO N AL CH A R T Wes Cummins David Rench Mike Maniscalco Jason Zhang Operations Real EstateHuman Resources Finance & Accounting EH&S Technology Business Development 4
Slide 5: Business Offering Industry Leading Infrastructure Solutions
Applied Digital AI BASED CLOUD SERVICES HPC DATA CENTERS BLOCKCHAIN DATA CENTERS Rent AI/ML companies access to accelerated cloud compute (GPU servers) to train and run applications Provide hosting infrastructure through purpose build HPC data centers for the new wave of technological platforms and
Slide 6: Data Center Locations
Utah, Salt Lake City HPC DATA CENTER 113.5 MW for Artificial Intelligence AI SPECIFIC MODEL TRAINING Nevada, Las Vegas Colocation –Data Center Capacity 1.5 MW Texas, Garden City 200 MW for Crypto Hosting AI SPECIFIC MODEL TRAINING Colorado, Denver Colocation –Data Center Capacity 4.5 MW HPC DATA CEN
Slide 7: AI Cloud Services
AI Cloud Services 7
Slide 8: Sai Computing GPU compute solutions
Sai Computing, a wholly-owned subsidiary of Applied Digital, offers GPU compute solutions to help customers cost-effectively execute critical AI, ML, rendering, and other HPC workloads. Our infrastructure is purpose-built for high performance at low cost. Customers pay a fixed rate to the Company in
Slide 9: Cloud Service Offerings
Reserved Compute S T A N D A R D CL U S T ER DEPL O Y M EN T 1 0 2 4 X G PU S • 6 Month Minimum Term • Up to 72 Month Term Contracts • Fixed Price • Support + NVidia Architecture Burst Compute S M A L L T O M ED I U M CL U S T ER S • Immediate Bulk Compute Needs • Short Term Reserve for Hourly Compu
Slide 10: Product Roadmap and Partnerships
O V ER V I EW Partnerships Bare Metal GPU Clusters Visualization, Containerization, Orchestration Data Science Solution Based Partnerships Bare Metal Command Line Interface Web Management Interface Partnerships with several companies for simplified interfaces • For Data Science & ML Teams (Small & L
Slide 11: GPU Compute Options: GPUs Offered
NVidia Ampere GPUs • A40 • A6000 • A100 • H100 80GB SXM • H100 80GB PCIE Future Offerings • L40S • Grace Hopper GH200 11 G P U CO M P U T E O P T I O N S GPUs Offered
Slide 12: Key areas that differentiate our GPU Cloud services
Support The team comes from a background of hyperscalers, world class HPC centers, and innovative tech startups enabling strong support for sophisticated users of compute. Bare Metal For highest levels of performance and flexibility, Sai offers customers server bare metal access. Sai and its partner
Slide 13: HPC Data Center Colocation Services
HPC Data Center Colocation Services 13
Slide 14: HPC Data Centers
Applied Digital Ellendale AI Data Center Rendering Focus on Power-Driven Design: Our data centers are engineered with a primary focus on power capabilities, ensuring they can handle the intensive needs of AI computations. Datacenter Pipeline: We currently have roughly +400MWs in development, showcas
Slide 15: HPC-Centric Data Centers Solutions
O V ER V I EW Applied Digital HPC-Centric Data Centers Solutions PROBLEM • Nvidia HGX Servers Require 10kW+ per server and 40kW+ per rack for large clusters • Traditional Data Center "High-Density" is <15kw/rack • Traditional air-cooled data centers are inefficient and hit scale points at 45-50kw/ra
Slide 16: Evolution of Data Centers: From Population to Power
Traditional Data Centers Traditionally, data centers needed to be close to population centers. This proximity was crucial to ensure fast response times and low latency for users. AI Data Centers AI data centers shift the paradigm. They are less dependent on being near population centers and consume
Slide 17: State-of-the-Art Infrastructure
ST A T E - O F - T H E - A R T I N FR A ST R U CT U RE Applied Digital Data Centers focus on massive compute loads, high-density deployments and efficiency. A P L D ’ S CA M P U S I N CL U D E: o Dedicated Substation o Custom Office Space o Dedicated 24/7 Security Team o Customizable Access Controls
Slide 18: Blockchain Data Centers
Blockchain Data Centers 18
Slide 19: Blockchain Data Centers
Garden City, Texas Facility 200MWs Applied Digital operates Data Centers to provide energized space to crypto mining customers. The Company has three Blockchain Data Centers with a combined capacity of 480MWs. These data centers are dedicated to third-party hosting; Applied Digital does not own any
Slide 20: Applied Digital contact
Applied Digital info@saicomputing.com info@applieddigital.com
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