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Wes Cummins

👤 Speaker
430 total appearances

Appearances Over Time

Podcast Appearances

The Rundown
How Applied Digital Became the Landlord for Big Tech’s AI Buildout

North Dakota has a huge amount of oil and gas in the Bakken.

The Rundown
How Applied Digital Became the Landlord for Big Tech’s AI Buildout

I like to refer to it as cold Texas sometimes.

The Rundown
How Applied Digital Became the Landlord for Big Tech’s AI Buildout

We have a really similar setup.

The Rundown
How Applied Digital Became the Landlord for Big Tech’s AI Buildout

So we're going to build we're going to do power generation.

The Rundown
How Applied Digital Became the Landlord for Big Tech’s AI Buildout

We started down that path last year where we've really ramped that up.

The Rundown
How Applied Digital Became the Landlord for Big Tech’s AI Buildout

We've purchased a lot of steam boilers that will be delivered in 28 from Babcock and Wilcox.

The Rundown
How Applied Digital Became the Landlord for Big Tech’s AI Buildout

And, you know, expect to just continue to expand that because that's one of the bottlenecks.

The Rundown
How Applied Digital Became the Landlord for Big Tech’s AI Buildout

And then, you know, the harder things that have started to happen is is the.

The Rundown
How Applied Digital Became the Landlord for Big Tech’s AI Buildout

you're starting to see this intense blowback around data centers and AI data centers and just getting communities on board and with the benefits that we bring.

The Rundown
How Applied Digital Became the Landlord for Big Tech’s AI Buildout

And what we do, we were ahead of this.

The Rundown
How Applied Digital Became the Landlord for Big Tech’s AI Buildout

Again, I'm not trying to pat myself on the back of being ahead of these things, but

The Rundown
How Applied Digital Became the Landlord for Big Tech’s AI Buildout

A lot of the more traditional data center companies, they've never dealt with this type of opposition.

The Rundown
How Applied Digital Became the Landlord for Big Tech’s AI Buildout

I don't know how familiar you are with the Bitcoin market, but it was never open arms welcoming us into communities for Bitcoin data centers, right?

The Rundown
How Applied Digital Became the Landlord for Big Tech’s AI Buildout

It just never was.

The Rundown
How Applied Digital Became the Landlord for Big Tech’s AI Buildout

So we have a lot of experience in dealing with this and educating the communities in which we want to build projects on what the benefits are.

The Rundown
How Applied Digital Became the Landlord for Big Tech’s AI Buildout

There are definitely negatives.

The Rundown
How Applied Digital Became the Landlord for Big Tech’s AI Buildout

The negative with what our projects are

The Rundown
How Applied Digital Became the Landlord for Big Tech’s AI Buildout

The biggest negative is the construction process.

The Rundown
How Applied Digital Became the Landlord for Big Tech’s AI Buildout

Right.

The Rundown
How Applied Digital Became the Landlord for Big Tech’s AI Buildout

It creates a lot of traffic and there's some noise potentially.