Applied Digital Investor Day: Building the Future

The rise of generative AI and large-scale model training has transformed data centers into high-intensity “AI factories,” where workloads are no longer predictable or gradual. Unlike traditional cloud environments, AI data centers generate highly volatile and fast-changing power loads. Research shows that large-scale AI workloads can trigger rapid, synchronized spikes and drops in electricity…

The industry knows how to build data centers. What it’s still figuring out is how to turn on AI factories at scale. With facilities now crossing 100 megawatts—far beyond the 5 to 10 megawatt norm of traditional builds—operators are no longer just validating equipment. They’re testing whether entire systems—power, cooling, controls, and the teams behind…

Artificial intelligence is rapidly transforming how organizations evaluate risk, analyze markets, and drive operational efficiency. In financial services alone, global AI spending is projected to surpass $97 billion by 2027, reflecting how deeply data-driven technologies are reshaping decision-making. For private equity firms—where hundreds of potential investments may be screened each year—the ability to analyze information…