Applied Digital Corporation · NASDAQ:APLD
Applied Digital — Investor Presentation (August 2023)
27 slides from Applied Digital's investor presentation, Aug 21, 2023
Slide 1: Company Overview August 2023
Company Overview August 2023
Slide 2: 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).
Slide 3: Experienced Leadership Team
E X P E R I E N C E D L E A D E R S H I P T E A M Wes Cummins CHAIRMAN & CEO • Holds a BSBA from Washington University in St. Louis where he majored in Finance and Accounting • B. Riley Asset Management, 2021 – Present, President • 272 Capital L.P., 2020 – Present, Founder and CEO • Nokomis Capital,
Slide 4: Organizational Chart
O R G A N I Z A T I O N A L C H A R T Wes Cummins David Rench Mike Maniscalco Jason Zhang Operations (103) Real Estate (7)HR (6) Finance (3) EH&S (3) Technology (17) Accounting (5)
Slide 5: Corporate Timeline
C O R P O R A T E T I M E L I N E $16.5m Preferred Stock A P R I L 2 0 2 1 Jamestown Facility Begins Energizing J A N U A R Y 2 0 2 2 Applied Digital Launches Cloud Service (Sai Computing) & Signs First Major Customer M A Y 2 0 2 3 Break Ground On 2nd Facility (Garden City, Tx) A P R I L 2 0 2 2 Str
Slide 6: What We Provide
W H A T W E P R O V I D E Industry Leading Infrastructure Solutions We offer a wide range of solutions and services for compute intensive applications AI BASED CLOUD SERVICES1 Providing Graphics Processing Unit (GPU) Cloud Services Applicable to Artificial Intelligence under Sai Computing NEXT-GEN H
Slide 7: Market Overview: Generative AI Adoption
Generative AI is experiencing an explosive growth globally. This widespread adoption can be attributed from these applications increasing the speed, accuracy and quality of key processes and enhancing creativity and innovation across multiple industries. M A R K E T O V E R V I E W Current Adoption
Slide 8: Market Overview: Datacenter Demand
M A R K E T O V E R V I E W Consequently, this exponential growth of adoption is driving demand for compatible datacenters and computational resources to train these models and run inferences. 2022 2023 2024 2025 2026 2027 2028 2029 2030 Range Including Generative AI Baseline Datacenter Absorption “
Slide 9: Demand Overview
Applied Digital works as the foundation for providing the infrastructural layer that is needed to stay ahead of the changing demands of GPU clusters and power consumption by continuously investing in research and development, enabling us to offer cutting-edge solutions that meet state of the art ind
Slide 10: Workload Requirements: Infrastructure Differences
W O R K L O A D R E Q U I R E M E N T S : I N F R A S T R U C T U R E D I F F E R E N C E S Accommodating AI will require large-scale high-density computing, potentially even at the edge, in well-connected facilities. Cluster Location Typical Size Typical Density Rack Set-up Server Configuration Int
Slide 11: AI Cloud Services
AI Cloud Services
Slide 12: Sai Computing cloud services
Sai Computing, a wholly-owned subsidiary of Applied Digital, offers cloud services that provide high-performance computing power for AI applications, including large language model training, inference, graphics rendering, and more.
Slide 13: Cloud Services Team
C L O U D S E R V I C E S T E A M • A serial entrepreneur with multiple startups and exits, and prior experience with StanleyX and Fortune 1000 companies. • Over 20 years of experience in web3, IoT, financial, telecommunications, and healthcare industries. • Holds a degree in Computer Science from t
Slide 14: Bare Metal GPU Cloud Services
The Bare Metal Service model gives a gold standard to a deployment as a purpose-built dedicated physical infrastructure to a client's on-site server room. This service offers a full stack of network, storage, compute in one deployment with a cloud-like capability to deliver hardware at the speed of
Slide 15: Performance and Reliability
Performance and Reliability • Unparalleled Processing Power: Our GPU Cloud boasts state-of-the-art Graphics Processing Units (GPUs) that deliver unmatched computational power. With thousands of cores and high memory bandwidth, these GPUs can handle massive parallel processing tasks, enabling swift e
Slide 16: GPU Compute Options
NVidia Ampere GPUs • A40 • A6000 • A100 • H100 80GB SXM • H100 80GB PCIE Future Offerings • L40S • Grace Hopper GH200 GPUs Offered GPU COMPUTE OPTIONS
Slide 17: Technical Architecture
InfiniBand Fabric Storage Storage UFM 1 Storage UFM 2 InfiniBand Fabric Compute Compute UFM 1 Compute UFM 2Jump Box (Optional) High-Speed Storage System Storage Home Filesystem Head Node 1 Login Node 1 Head Node 2 Login Node 2 Hot-Spare Management Nodes In-Band Network Fabric Out-of-Band Network Fab
Slide 18: APLD's OEM Equipment Partners
APLD's OEM Equipment Partners
Slide 19: Support, Bare Metal, NVidia H100
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 20: Cloud Service Offering Overview
Reserved Compute S T A N D A R D C L U S T E R D E P L O Y M E N T 1 0 2 4 X G P U S • 6 Month Minimum Term • Upto 72 Month Term Contracts • Fixed Price • Support + NVidia Architecture Burst Compute S M A L L T O M E D I U M C L U S T E R S • Immediate Bulk Compute Needs • Short Term Reserve for Hou
Slide 21: Product Roadmap and Partnerships
O V E R V I E W Product Roadmap 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 & M
Slide 22: Next-Gen HPC Datacenter Colocation Services
Next-Gen HPC Datacenter Colocation Services
Slide 23: Colocation Services Team
C O L O C A T I O N S E R V I C E S T E A M Our team has worked for or on datacenter projects for companies including: Head of Procurement Power Engineering Lead Sr. Project Manager Design Lead Site Managers Logistics Coordinator Purchasing Agent Construction Project Manager VP of Datacenter Ops Ope
Slide 24: Applied Digital HPC-Centric Datacenter Solutions
O V E R V I E W Applied Digital HPC-Centric Datacenters Solutions PROBLEM • Nvidia HGX Servers Require 10kW+ per server and 40kW+ per rack for large clusters • Traditional Datacenter "High-Density" is <15kw/rack • Traditional air-cooled datacenters are inefficient and hit scale points at 45-50kw/rac
Slide 25: State-of-the-Art Infrastructure
S T A T E - O F - T H E - A R T I N F R A S T R U C T U R E Applied Digital Datacenters focus on massive compute loads, high-density deployments and efficiency. A P L D ’ S C A M P U S I N C L U D E : o Dedicated Substation o Custom Office Space o Dedicated 24/7 Security Team o Customizable Access C
Slide 26: Regions
Regions Minnesota MN Datacenter Region Minneapolis-Saint Paul Datacenter Code MSP North Dakota ND Datacenter Region Fargo Datacenter Code FAR Colorado CO Datacenter Region Denver Datacenter Code DEN Utah UT Datacenter Region Salt Lake City Datacenter Code SLC Nevada NV Datacenter Region Las Vegas Da
Slide 27: Contact
info@saicomputing.com info@applieddigital.com
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