Menu
Sign In Search Podcasts Libraries Charts People & Topics Add Podcast API Blog Pricing

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

We ended up leasing that campus to CoreWeave.

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

We've started another campus with an investment grade hyperscaler.

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

Now we have a third campus with another investment grade hyperscaler.

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

And what we've done in that time is we've just really, really refined our process.

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

So we changed design, we refined the design, we refined our manufacturing, we refined how we deliver this capacity.

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

And so we've spent the last three years really

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

tuning up what we call a franchise model where we can just repeat this build across, you know, many different sites around the country.

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

We have our core team in the company and then we hire a project manager at each site.

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

And that's a key hire for us, but something that we can scale and make it repeatable.

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

So as we were building all of this, there was a ton of stress around getting that core we've leased, but we were already into contracting long term for our supply chain,

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

how do we scale the build because we thought it would just keep going and it has.

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

But that's really the origin of the company and how we made our way into the AI data center market.

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

We really were

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

you know, one of the first, if not the first building extremely large scale.

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

And we did it on spec.

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

It was super stressful.

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

As you could imagine, it was the 19 most stressful months of my life from starting that build until we actually signed the contract.

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

Um, but, but we kind of been in the right place at the right time and now we're scaling it in a big way.

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

Yeah, and that's exactly right.

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

And what my thought was at the time when we really started leaning in on data center capacity was they're going to fix, you know, and I have a long history of being a tech investor, but I said, NVIDIA is going to fix this.