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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

looked for data center capacity.

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

We ended up leasing data center capacity from three different data center companies, and we were deploying GPUs.

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

But what I realized pretty quickly was there was not very much data center capacity.

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

And so what we decided at that point, I went back to my team, my data center design team, and I said, hey, guys, I know we're talking about 10, maybe 15 megawatt builds.

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

We need to go back to building hundreds of megawatts of data center capacity.

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

So

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

During the summer of 23, we designed a 100 megawatt facility.

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

We worked with the NVIDIA's data center design team.

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

We worked with the Cray unit over at HPE because we're trying to figure out, hey, what do we design?

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

And what we designed to was, it wasn't called Blackwell at the time, but it ended up being named Blackwell.

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

It had a numbered name, if I remember correctly.

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

And so we designed to that.

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

We broke ground in October of 23.

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

And my idea at that time was,

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

We want to serve hyperscalers.

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

How do we get to the serving of hyperscalers?

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

I think they're going to need this capacity.

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

If we build the capacity and when they need it, we have it, we'll get into that business.

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

And that's really what has happened.

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

So we spent 23, 24 and some 25 building that capacity.