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Applied Digital · consulting-deck

2026 04 Investor Presentation

46 pages · 5 arc beats · 5 loops

Consulting-Deck Download JSON
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2026 04 Investor Presentation

Applied Digital
arc beats above · slides in the middle · loops below · scroll → 5 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON
Narrative range 42 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 5 slides 100% 5/5 slides 100% 5/5 slides · 40 hits
— 0/5 slides
100% 5/5 slides · 11 hits 40% 2/5 slides 100% 5/5 slides · 6 hits
— 0/5 slides
Problem & Complication 8 slides 100% 8/8 slides 100% 8/8 slides · 50 hits
— 0/8 slides
100% 8/8 slides · 34 hits
— 0/8 slides
100% 8/8 slides · 18 hits 87.5% 7/8 slides Solution & Approach 7 slides 100% 7/7 slides 100% 7/7 slides · 45 hits
— 0/7 slides
100% 7/7 slides · 21 hits 14.3% 1/7 slides 100% 7/7 slides · 16 hits 100% 7/7 slides Evidence & Proof 21 slides 100% 21/21 slides 100% 21/21 slides · 134 hits
— 0/21 slides
85.7% 18/21 slides · 57 hits
— 0/21 slides
100% 21/21 slides · 51 hits 66.7% 14/21 slides Impact & Next Steps 1 slides 100% 1/1 slides 100% 1/1 slides · 4 hits
— 0/1 slides
100% 1/1 slides
— 0/1 slides
100% 1/1 slides · 2 hits
— 0/1 slides

Slide inventory

46
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detail
02
front_matter
Open slide detail
03
front_matter
Open slide detail
04
The slide serves as a company profile/introductory page.establish_context
Open slide detailBeat · Situation & Context
05
summarize
Open slide detailBeat · Situation & Context
06
summarize
Open slide detailBeat · Situation & Context
07
summarize
Open slide detailBeat · Situation & Context
08
establish_context
Open slide detailBeat · Situation & Context
09
transition
Open slide detailBeat · Problem & Complication
10
The slide uses two charts to illustrate the scale of AI adoption and its energy intensity.quantify_impact
Open slide detailBeat · Problem & ComplicationLoop · Why Now
11
The chart uses a logarithmic scale on the x-axis to visualize the massive scale difference between tasks.quantify_impact
Open slide detailBeat · Problem & ComplicationLoop · Why Now
12
The slide highlights that current infrastructure is ill-equipped for the projected power density of future chips.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Why Now
13
The slide uses dual line charts to demonstrate a structural shift in construction investment driven by AI infrastructure.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Why Now
14
The chart uses arrows to emphasize growth rates between years for the total Capex.size_opportunity
Open slide detailBeat · Problem & ComplicationLoop · Why Now
15
The chart uses a dual-color scheme to distinguish historical infrastructure projects from AI-related capital expenditures.quantify_impact
Open slide detailBeat · Problem & ComplicationLoop · Why Now
16
The slide contrasts the urgent need for power (45-50 GW by 2030) with the long lead times for traditional energy sources like nuclear.frame_problem
Open slide detailBeat · Problem & ComplicationLoop · Why Now
17
The slide highlights the shift of data center locations away from traditional coastal hubs toward inland regions with available power.establish_context
Open slide detailBeat · Solution & ApproachLoop · Pattern Hunter
18
The slide categorizes site development into three stages: current sites (1 GW), active pipeline (3.5 GW), and extended pipeline (>5 GW).summarize
Open slide detailBeat · Solution & ApproachLoop · Pattern Hunter
19
The chart illustrates the significant increase in lead times for critical data center infrastructure over time.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Pattern Hunter
20
Includes a map graphic showing Applied Digital's facilities in Jamestown and Ellendale.establish_context
Open slide detailBeat · Solution & ApproachLoop · Pattern Hunter
21
The map visualizes the company's strategic footprint relative to industry presence.establish_context
Open slide detailBeat · Solution & ApproachLoop · Pattern Hunter
22
The slide uses two maps to demonstrate the competitive advantage of the MISO region in terms of pricing and infrastructure reliability.establish_context
Open slide detailBeat · Solution & ApproachLoop · Pattern Hunter
23
The map visualizes fiber routes overlaid on a US map, emphasizing connectivity density.establish_context
Open slide detailBeat · Solution & ApproachLoop · Pattern Hunter
24
transition
Open slide detailBeat · Evidence & Proof
25
Includes aerial site map with building labels PF1-1, PF1-2, and PF1-3.illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Zoom In
26
The slide uses a grid of six photographs to demonstrate operational capacity and construction quality.illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Zoom In
27
illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Zoom In
28
illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Zoom In
29
Slide contains a comparison of cloud market revenue vs GPU share and a map of global compute clusters.illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Zoom In
30
The slide serves as a section header for the Polaris Forge 2 project.transition
Open slide detailBeat · Evidence & Proof
31
Includes aerial site imagery showing PF2-1 and PF2-2 development status.illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Zoom In
32
illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Zoom In
33
illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Zoom In
34
transition
Open slide detailBeat · Evidence & Proof
35
illustrate_case
Open slide detailBeat · Evidence & Proof
36
transition
Open slide detailBeat · Evidence & Proof
37
The slide uses a map and photos to illustrate physical assets.establish_context
Open slide detailBeat · Evidence & Proof
38
transition
Open slide detailBeat · Evidence & Proof
39
Includes a testimonial quote from a Macquarie executive.illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Build Up
40
Shows equity split (85/15) and a specific 100MW project financing example.present_solution
Open slide detailBeat · Evidence & ProofLoop · Build Up
41
The table breaks down project costs, debt financing, preferred equity, and common equity interests.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Build Up
42
The slide outlines a specific joint venture structure between Applied Digital (APLD) and Macquarie Asset Management (MAM).present_solution
Open slide detailBeat · Evidence & ProofLoop · Build Up
43
summarize
Open slide detailBeat · Evidence & ProofLoop · Build Up
44
The chart illustrates how the company offsets dilution through specific financial instruments and repurchase strategies.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Build Up
45
front_matter
Open slide detailBeat · Impact & Next Steps
46
Standard financial disclaimer slide for non-GAAP metrics.appendix
Open slide detail