May 27, 2026
The 445 GW Queue Gets a Gate. Capital Commitment Is the New Credential.Applied Digital's $3.6 billion Delta Forge 1 in Rapides Parish locked Cleco supply and closed-loop cooling before announcement.
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Applied Digital
Applied Digital operates data centers in Texas that support AI and high-performance computing workloads, with facilities designed to handle intensive computational demands.
Referenced in 6 briefingsLast referenced: May 27, 2026
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April 5, 2026
West Texas Is Open for Business. Austin Is About to Set the Terms.Meanwhile, the crypto-to-AI pivot companies (TeraWulf, Applied Digital, Iren, Core Scientific, Cipher Digital) face their own execution gauntlet.
March 24, 2026
Texas Invited the AI Boom. The $14B Transmission Bill Is the Invoice.In North Dakota, Oliver County imposed a 180-day data center moratorium and Mercer County passed a one-year freeze after Applied Digital explored expansion.
March 23, 2026
NextEra Bets $16 Billion That Texas Demand Is RealOliver County, North Dakota, imposed a 180-day moratorium after Applied Digital explored expansion there.
February 9, 2026
The Grid Can't Build Fast Enough, So the Industry Is ImprovisingApplied Digital (APLD) has energized its 200 MW datacenter in Garden City, Texas (Glasscock County), deep in the Permian Basin, with a ribbon cutting ceremony marking operational status.
February 8, 2026
Renewables or Gas: A $178B Decision Stalks a Grid That Can't Connect Either One Fast EnoughApplied Digital opened a 200MW datacenter in Garden City (Glasscock County), pushing hyperscale and HPC infrastructure deeper into remote West Texas and the Permian Basin, where cheap gas generation and available land offset transmission constraints.
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