{ "schemaVersion": "deck-intelligence.v1", "id": "019dd923-5e88-73ef-bd5e-2805f44a3e9d", "slug": "9391d4ae69e8c315", "title": "2026 04 Investor Presentation", "subtitle": "Applied Digital", "author": "Applied Digital", "pageCount": 46, "kind": "consulting-deck", "orientation": "landscape", "aspectRatio": 1.647, "document": { "id": "019dd923-5e88-73ef-bd5e-2805f44a3e9d", "slug": "9391d4ae69e8c315", "title": "2026 04 Investor Presentation", "rawTitle": "2026 04 Investor Presentation", "authorId": "Applied-Digital", "authorName": "Applied Digital", "authorDisplay": "Applied Digital", "kind": { "slug": "consulting-deck", "label": "Consulting deck" }, "sourceType": { "slug": "strategy_consulting", "label": "Strategy consulting" }, "fileName": "2026-04-Investor-Presentation.pdf", "sourceUrl": null, "sourceDate": "2026-04-15 00:00:00", "presentationDate": null, "ingestedAt": "2026-04-27 02:45:11+00", "status": "ready", "pageCount": 46, "orientation": "landscape", "aspectRatio": 1.647, "targetCompany": null, "targetTicker": null, "metadata": { "local_root": "/tmp/legacy-images/9391d4ae69e8c315", "origin_corpus": "consulting" } }, "coverage": { "pageCount": 46, "pagesIndexed": 46, "pagesWithImages": 46, "pagesWithMetadata": 46, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 291, "chartCount": 11, "metricSlides": 0, "toolMatches": 126, "documentToolMatches": 0, "frameworkMatches": 3, "arcMatches": 2, "beatMatches": 15, "loopMatches": 5, "patternMatches": 0, "storymakersMatch": true, "scoreAvailable": true, "reviewAvailable": true, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "019dd95a-0543-7581-99b3-d03b8b844340", "evidence": "Classic SCR-evidence-action shape: company context (4-8), AI power problem (9-16), APLD's positioning solution (17-23), proof via lease case studies + Macquarie deal (24-44), closing (45).", "isPrimary": true, "confidence": 82, "extraction": { "at": "2026-04-29 13:07:28.977035+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null } }, { "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "019dd95a-0543-7581-99b3-d5a7fbcc1217", "evidence": "Investor deck hits problem/solution/why-now/market/product/team/financials/ask, but ordering is rearranged (team upfront, no competition slide).", "isPrimary": false, "confidence": 55, "extraction": { "at": "2026-04-29 13:07:28.977035+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null } } ], "beats": [ { "to": 8, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 4, "name": "Situation & Context", "beatId": "019dd95a-07a7-7579-bd67-a730311b9ba5", "matchId": "019dd95a-0543-7581-99b3-d03b8b844340", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "APLD intro, leadership, timeline, two-segment business overview", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. 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Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 23, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 17, "name": "Solution & Approach", "beatId": "019dd95a-07a7-7579-bd67-ac37660eef7e", "matchId": "019dd95a-0543-7581-99b3-d03b8b844340", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "Power pipeline, ND wind, MISO, fiber — APLD's structural advantages", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. 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Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 12, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 9, "name": "Problem", "beatId": "019dd95a-07a7-7579-bd67-b9315dae55d2", "matchId": "019dd95a-0543-7581-99b3-d5a7fbcc1217", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "AI workloads 15x to 1M× compute, GPU density", "position": 1, "isPrimaryArc": false, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 55 }, { "to": 23, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 17, "name": "Solution", "beatId": "019dd95a-07a7-7579-bd67-bfe2c36d67d8", "matchId": "019dd95a-0543-7581-99b3-d5a7fbcc1217", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "Power-first siting, ND wind, MISO, fiber", "position": 2, "isPrimaryArc": false, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 55 }, { "to": 16, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 13, "name": "Why Now", "beatId": "019dd95a-07a7-7579-bd67-c0dc64ead830", "matchId": "019dd95a-0543-7581-99b3-d5a7fbcc1217", "beatType": { "name": "Why Now", "slug": "sequoia-pitch-why-now", "status": "active", "canonId": "019dd9b8-204f-77ee-82c8-8ebaf0870ff9", "version": 1, "description": null }, "evidence": "Construction exploding, $700B capex, 45GW shortage by 2030", "position": 3, "isPrimaryArc": false, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 55 }, { "to": 15, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 14, "name": "Market Size", "beatId": "019dd95a-07a7-7579-bd67-c43dd09e1b6c", "matchId": "019dd95a-0543-7581-99b3-d5a7fbcc1217", "beatType": { "name": "Market Size", "slug": "sequoia-pitch-market-size", "status": "active", "canonId": "019dd9b8-20e6-729c-bc28-05442906d032", "version": 1, "description": null }, "evidence": "$700B hyperscaler capex, $1.9T outpacing infra", "position": 4, "isPrimaryArc": false, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 55 }, { "to": 22, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 21, "name": "Competition", "beatId": "019dd95a-07a7-7579-bd67-c899c3563512", "matchId": "019dd95a-0543-7581-99b3-d5a7fbcc1217", "beatType": { "name": "Competition", "slug": "sequoia-pitch-competition", "status": "active", "canonId": "019dd9b8-21bd-7407-8707-bdf217ed9c76", "version": 1, "description": null }, "evidence": "Structural advantages vs incumbent geographies", "position": 5, "isPrimaryArc": false, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 55 }, { "to": 37, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 25, "name": "Product", "beatId": "019dd95a-07a7-7579-bd67-cdb9baf55898", "matchId": "019dd95a-0543-7581-99b3-d5a7fbcc1217", "beatType": { "name": "Product", "slug": "sequoia-pitch-product", "status": "active", "canonId": "019dd9b8-2259-77df-a937-8b665c8066fe", "version": 1, "description": null }, "evidence": "PF1, PF2, DF1 buildings + blockchain footprint", "position": 6, "isPrimaryArc": false, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 55 }, { "to": 35, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 25, "name": "Business Model", "beatId": "019dd95a-07a7-7579-bd67-d0968aca3064", "matchId": "019dd95a-0543-7581-99b3-d5a7fbcc1217", "beatType": { "name": "Business Model", "slug": "sequoia-pitch-business-model", "status": "active", "canonId": "019dd9b8-22f4-768a-8822-31509f575122", "version": 1, "description": null }, "evidence": "Long-term hyperscaler leases, $11B/$5B/$7.5B contract values", "position": 7, "isPrimaryArc": false, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). 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capex over time", "confidence": 85 }, { "id": 138, "slug": "annotation", "layer": "Slide", "evidence": "65% / 75% increase arrows annotated directly on the chart", "confidence": 88 }, { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Subtitle states 'Estimates >$700B in 2027'", "confidence": 80 }, { "id": 132, "slug": "visual-hierarchy", "layer": "Slide", "evidence": "CAPEX TOTAL bars sit larger and on top above per-company breakdown", "confidence": 70 } ], "page_number": 14 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "'AI CapEx Is Outpacing a Century of U.S. Infrastructure'", "confidence": 80 }, { "id": 121, "slug": "metaphor-analogy", "layer": "Slide", "evidence": "Compares modern AI capex to a century of US infrastructure spend", "confidence": 75 }, { "id": 154, "slug": "concrete-language", "layer": "Slide", "evidence": "$1,900B figure quoted explicitly", "confidence": 70 } ], "page_number": 15 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Subtitle states the constraint thesis directly", "confidence": 88 }, { "id": 169, "slug": "authority-bias", "layer": "Slide", "evidence": "BCG and US DOE cited as sources for shortage estimate", "confidence": 90 }, { "id": 155, "slug": "credibility-transfer", "layer": "Slide", "evidence": "Borrows BCG and DOE authority for the 45GW / 100GW claims", "confidence": 82 }, { "id": 158, "slug": "von-restorff-effect", "layer": "Slide", "evidence": "Nuclear '~10-15 Years Total' highlighted in red against neutral table", "confidence": 70 } ], "page_number": 16 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "'From Population to Power' frames the strategic reframe", "confidence": 70 }, { "id": 165, "slug": "picture-superiority-effect", "layer": "Slide", "evidence": "Geographic map carries the argument visually", "confidence": 80 }, { "id": 74, "slug": "inductive-reasoning", "layer": "Loop", "evidence": "First slide of pattern-hunter loop assembling location advantages", "confidence": 70 }, { "id": 76, "slug": "horizontal-logic", "layer": "Loop", "evidence": "Subsequent slides each contribute one peer advantage at the same level", "confidence": 65 } ], "page_number": 17 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "'Power & Site Pipeline' with 1 GW figure", "confidence": 75 }, { "id": 154, "slug": "concrete-language", "layer": "Slide", "evidence": "Specific MW figures across pipeline stages", "confidence": 70 } ], "page_number": 18 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Title is itself the insight: secured supply chain before market tightened", "confidence": 88 }, { "id": 154, "slug": "concrete-language", "layer": "Slide", "evidence": "References 'before market tightened' with concrete sourcing claim", "confidence": 65 } ], "page_number": 19 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Callout: '100 mile radius of 2 gigawatts of wind power'", "confidence": 78 }, { "id": 154, "slug": "concrete-language", "layer": "Slide", "evidence": "Concrete '24%' and '2 GW' figures, named state", "confidence": 80 } ], "page_number": 20 }, { "tools": [ { "id": 165, "slug": "picture-superiority-effect", "layer": "Slide", "evidence": "US map with operating/planned dots dominates the slide", "confidence": 85 }, { "id": 130, "slug": "color-strategy", "layer": "Slide", "evidence": "Orange = Planned, Blue = Operating, encoded in legend", "confidence": 85 }, { "id": 138, "slug": "annotation", "layer": "Slide", "evidence": "KEY box annotates the two color categories", "confidence": 75 }, { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Right-column callout states the structural advantage thesis", "confidence": 72 } ], "page_number": 21 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Title is the insight: APLD operates in 'most reliable and lowest-cost power markets'", "confidence": 85 }, { "id": 169, "slug": "authority-bias", "layer": "Slide", "evidence": "Invokes MISO's reputation as authority", "confidence": 65 } ], "page_number": 22 }, { "tools": [ { "id": 165, "slug": "picture-superiority-effect", "layer": "Slide", "evidence": "Fiber-network map argues connectivity visually", "confidence": 80 }, { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Callout: 'These extensive fiber networks pass through our regions'", "confidence": 70 } ], "page_number": 23 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "PF1 leases framed by financial outcome ($11B)", "confidence": 80 }, { "id": 154, "slug": "concrete-language", "layer": "Slide", "evidence": "Specific 400 MW, $11B, 15-year horizon", "confidence": 78 }, { "id": 16, "slug": "three-pillars", "layer": "Block", "evidence": "Opens proof block: PF1 / PF2 / DF1 are three case-study pillars", "confidence": 60 }, { "id": 3, "slug": "pyramid-principle", "layer": "Block", "evidence": "Answer-first headline ($11B contract value) precedes building-by-building proof", "confidence": 65 }, { "id": 75, "slug": "vertical-logic", "layer": "Loop", "evidence": "Loop drills down from deal headline to per-building details", "confidence": 65 }, { "id": 80, "slug": "data-story-arc", "layer": "Loop", "evidence": "Context (lease) → conflict (capacity build) → insight ($11B aggregate)", "confidence": 60 } ], "page_number": 25 }, { "tools": [ { "id": 165, "slug": "picture-superiority-effect", "layer": "Slide", "evidence": "Six-photo grid of Building 1 dominates the slide", "confidence": 88 }, { "id": 133, "slug": "small-multiples", "layer": "Slide", "evidence": "Uniform photo tiles of the same building from different angles", "confidence": 80 }, { "id": 154, "slug": "concrete-language", "layer": "Slide", "evidence": "100 MW figure named in title", "confidence": 65 } ], "page_number": 26 }, { "tools": [ { "id": 165, "slug": "picture-superiority-effect", "layer": "Slide", "evidence": "Photo grid of Building 2", "confidence": 85 }, { "id": 133, "slug": "small-multiples", "layer": "Slide", "evidence": "Same photo-grid layout repeated across buildings", "confidence": 80 }, { "id": 154, "slug": "concrete-language", "layer": "Slide", "evidence": "150 MW figure in title", "confidence": 65 } ], "page_number": 27 }, { "tools": [ { "id": 165, "slug": "picture-superiority-effect", "layer": "Slide", "evidence": "Photo grid of Building 3", "confidence": 85 }, { "id": 133, "slug": "small-multiples", "layer": "Slide", "evidence": "Third repetition of identical grid layout — pattern across PF1 buildings", "confidence": 82 }, { "id": 154, "slug": "concrete-language", "layer": "Slide", "evidence": "150 MW figure in title", "confidence": 65 } ], "page_number": 28 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Body lead-in states '$11B... transformative milestone'", "confidence": 80 }, { "id": 129, "slug": "chart-selection-guide", "layer": "Slide", "evidence": "Stacked bar of cloud market share + GPU share for share comparison", "confidence": 78 }, { "id": 165, "slug": "picture-superiority-effect", "layer": "Slide", "evidence": "Visual Capitalist 'most powerful compute clusters' infographic", "confidence": 80 }, { "id": 155, "slug": "credibility-transfer", "layer": "Slide", "evidence": "Cites Bloomberg + Visual Capitalist as third-party sources", "confidence": 82 } ], "page_number": 29 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Callout: 'Secured 2 leases... unlocking ~$5B'", "confidence": 82 }, { "id": 154, "slug": "concrete-language", "layer": "Slide", "evidence": "200 MW, $5B, 15-year horizon stated", "confidence": 75 }, { "id": 75, "slug": "vertical-logic", "layer": "Loop", "evidence": "Same headline-then-detail pattern as PF1", "confidence": 60 } ], "page_number": 31 }, { "tools": [ { "id": 165, "slug": "picture-superiority-effect", "layer": "Slide", "evidence": "Photo grid of PF2 Building 1", "confidence": 80 }, { "id": 133, "slug": "small-multiples", "layer": "Slide", "evidence": "Same building photo-grid template reused", "confidence": 78 } ], "page_number": 32 }, { "tools": [ { "id": 165, "slug": "picture-superiority-effect", "layer": "Slide", "evidence": "Photo grid of PF2 Building 2", "confidence": 80 }, { "id": 133, "slug": "small-multiples", "layer": "Slide", "evidence": "Identical layout repeated — visual consistency across campuses", "confidence": 78 } ], "page_number": 33 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Callout states '300 MW... unlocking ~$7.5B'", "confidence": 82 }, { "id": 154, "slug": "concrete-language", "layer": "Slide", "evidence": "Concrete MW and contract-value figures", "confidence": 75 } ], "page_number": 35 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Callout: 'focuses solely on infrastructure... without owning mining equipment'", "confidence": 75 }, { "id": 154, "slug": "concrete-language", "layer": "Slide", "evidence": "286 MW figure named explicitly", "confidence": 70 } ], "page_number": 37 }, { "tools": [ { "id": 169, "slug": "authority-bias", "layer": "Slide", "evidence": "'Macquarie, #1 Infrastructure Investment Manager' framed as ranked authority", "confidence": 90 }, { "id": 155, "slug": "credibility-transfer", "layer": "Slide", "evidence": "MAM Senior MD endorsement quote borrows Macquarie's authority", "confidence": 88 }, { "id": 226, "slug": "social-validation", "layer": "Slide", "evidence": "Showing top-tier investor validating APLD signals adoption", "confidence": 80 }, { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Lead text: '$5B in capital, which could unlock $25B for Data Centers'", "confidence": 80 }, { "id": 72, "slug": "social-proof", "layer": "Block", "evidence": "Block opens with Macquarie partnership as flagship social proof", "confidence": 80 }, { "id": 93, "slug": "build-up-gradatio", "layer": "Loop", "evidence": "Loop builds the deal piece-by-piece across following slides", "confidence": 70 } ], "page_number": 39 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Callout details '15% common equity interest in APLD HPC Holdings'", "confidence": 75 }, { "id": 154, "slug": "concrete-language", "layer": "Slide", "evidence": "Specific equity percentage and entity name", "confidence": 70 } ], "page_number": 40 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Callout: '$2.25 million for every 1 MW — Perpetual Preferred Equity'", "confidence": 78 }, { "id": 154, "slug": "concrete-language", "layer": "Slide", "evidence": "Per-MW pricing, $1,000-$1,300 figure stated", "confidence": 78 } ], "page_number": 41 }, { "tools": [ { "id": 154, "slug": "concrete-language", "layer": "Slide", "evidence": "Specific 7.5% equity and named subsidiary 'APLD HPC TopCo 2 LLC'", "confidence": 70 } ], "page_number": 42 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Headline figure $225 million stated as the slide's payload", "confidence": 70 }, { "id": 154, "slug": "concrete-language", "layer": "Slide", "evidence": "Concrete dollar figure", "confidence": 70 } ], "page_number": 43 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Title states the action: 'Issued $450M in Convertible Notes at 2.75%'", "confidence": 82 }, { "id": 129, "slug": "chart-selection-guide", "layer": "Slide", "evidence": "Bar chart of net share dilution at varying stock prices", "confidence": 80 }, { "id": 138, "slug": "annotation", "layer": "Slide", "evidence": "Reference Price / Conversion Price / Upper Strike marked directly on the chart", "confidence": 85 }, { "id": 132, "slug": "visual-hierarchy", "layer": "Slide", "evidence": "Four bullets on left ranked from Capped Call to Overnight Execution", "confidence": 70 }, { "id": 155, "slug": "credibility-transfer", "layer": "Slide", "evidence": "Cantor logo on chart sources the analysis to the underwriter", "confidence": 70 } ], "page_number": 44 }, { "tools": [ { "id": 124, "slug": "closing-techniques", "layer": "Slide", "evidence": "Final brand cover slide concludes with logo / callback to opener", "confidence": 65 } ], "page_number": 45 } ], "slides_seen": 46, "deck_summary": "Investor deck aligns strongly with The Consultant's Gambit — clean Situation -> Problem -> Solution -> Evidence -> Ask shape — using authority-borrowed data (BCG, DOE, Macquarie) to frame the AI power-shortage thesis and three lease case studies (PF1/PF2/DF1) plus the Macquarie financing as proof. Storymakers tools that show up most: action titles, concrete dollar/MW figures, credibility transfer, and small-multiple photo grids; weakest where investor-presentation conventions take over (no explicit ask slide, no MECE problem decomposition).", "secondary_arcs": [ { "id": 2, "slug": "sequoia-pitch", "beats": [ { "name": "Problem", "end_page": 12, "evidence": "AI workloads 15x to 1M× compute, GPU density", "position": 1, "start_page": 9 }, { "name": "Solution", "end_page": 23, "evidence": "Power-first siting, ND wind, MISO, fiber", "position": 2, "start_page": 17 }, { "name": "Why Now", "end_page": 16, "evidence": "Construction exploding, $700B capex, 45GW shortage by 2030", "position": 3, "start_page": 13 }, { "name": "Market Size", "end_page": 15, "evidence": "$700B hyperscaler capex, $1.9T outpacing infra", "position": 4, "start_page": 14 }, { "name": "Competition", "end_page": 22, "evidence": "Structural advantages vs incumbent geographies", "position": 5, "start_page": 21 }, { "name": "Product", "end_page": 37, "evidence": "PF1, PF2, DF1 buildings + blockchain footprint", "position": 6, "start_page": 25 }, { "name": "Business Model", "end_page": 35, "evidence": "Long-term hyperscaler leases, $11B/$5B/$7.5B contract values", "position": 7, "start_page": 25 }, { "name": "Team", "end_page": 5, "evidence": "Executive Leadership slide", "position": 8, "start_page": 5 }, { "name": "Financials", "end_page": 44, "evidence": "Macquarie $5B/$25B unlock + $450M convertible", "position": 9, "start_page": 39 }, { "name": "The Ask", "end_page": 45, "evidence": "Closing brand cover", "position": 10, "start_page": 45 } ], "evidence": "Investor deck hits problem/solution/why-now/market/product/team/financials/ask, but ordering is rearranged (team upfront, no competition slide).", "confidence": 55 } ], "images_inspected": 7, "slide_frameworks": [] }, "matchedAt": "2026-04-27 13:25:55+00", "slidesSeen": 46, "deckSummary": "Investor deck aligns strongly with The Consultant's Gambit — clean Situation -> Problem -> Solution -> Evidence -> Ask shape — using authority-borrowed data (BCG, DOE, Macquarie) to frame the AI power-shortage thesis and three lease case studies (PF1/PF2/DF1) plus the Macquarie financing as proof. Storymakers tools that show up most: action titles, concrete dollar/MW figures, credibility transfer, and small-multiple photo grids; weakest where investor-presentation conventions take over (no explicit ask slide, no MECE problem decomposition).", "imagesInspected": 7, "extractionSeconds": 463.8393 }, "score": { "backend": "codex", "scoredAt": "2026-05-02 10:28:41.117+00", "subScores": { "scqa_arc": 63, "action_titles": 42, "mece_structure": 56, "closing_strength": 20, "evidence_quality": 78, "clarity_of_thesis": 45, "production_quality": 62, "visual_storytelling": 73 }, "totalScore": 55, "coveragePct": 100, "explanations": { "scqa_arc": "It approximates SCQA with situation in slides 10-15, complication in slide 16, and answer/proof in slides 24-44, but the question and recommendation are implicit rather than staged.", "action_titles": "Action-title discipline is inconsistent: some slides use claims, but many remain labels such as slide 39, \"Transaction Overview.\"", "mece_structure": "The deck is mostly organized by overview, AI market, assets, blockchain, and financing, but slides 18-23 overlap around site and power advantages while repeated section numbering blurs the hierarchy.", "closing_strength": "The deck closes with contact information on slide 45 and a non-GAAP appendix on slide 46, so it lacks a clear investor recommendation, decision request, or next-step sequence.", "evidence_quality": "Most major claims are supported by charts, footnotes, contract metrics, maps, or partner validation in slides 10-16, 29, 35, 39, and 44, with some advantage language still assertion-led.", "clarity_of_thesis": "The implied thesis emerges after the front matter as AI power scarcity plus Applied Digital sites, leases, and financing create upside in slides 10-23, but slides 1-5 do not state it declaratively.", "production_quality": "The deck is professionally rendered with consistent tech imagery and footnotes, but density issues on slides 10, 16, 31, and 44, repeated titles, grammar misses, and inconsistent section numbering weaken polish.", "visual_storytelling": "Charts, maps, tables, big-number callouts, and site photography generally match the claims on slides 10-17, 25, 31, and 35, though repeated photo proof-points and overcrowded pages reduce focus." }, "slidesAnalyzed": 46 }, "review": { "backend": null, "verdict": "This is a solid investor-relations evidence deck with strong market and asset proof, but only a mid-tier Storymakers exemplar because its thesis, pillars, and close are not yet editorially disciplined.", "reviewedAt": "2026-05-01 21:57:07.688+00", "slidesSeen": 46, "suggestions": [ "Add an executive thesis slide immediately after the disclaimer that states the investable claim: AI power scarcity is creating contracted infrastructure value that Applied Digital can monetize through advantaged sites and funding partnerships.", "Reframe section dividers into parallel pillars such as Market pull, Power/site advantage, Contracted asset proof, Financing model, and Residual risks or appendix.", "Convert topic titles into full-sentence action titles, especially slides 8, 14, 18, 20, 21, 23, and 39-43.", "Add a final synthesis before slide 45 that recaps the three reasons to believe, the quantified opportunity, and the intended investor action.", "Move repetitive project-photo progress slides into a tighter proof sequence or appendix unless each one carries a distinct conclusion." ], "closingScore": 36, "openingScore": 42, "topStrengths": [ "Slides 10-17 create a clear market-pressure build from AI usage to compute intensity, GPU power, construction demand, hyperscaler capex, and power constraints.", "Slides 25-35 provide concrete proof through named campuses, megawatt capacity, lease value, customer validation, and construction imagery rather than abstract positioning alone.", "Slides 39-44 add capital-structure credibility by showing Macquarie validation and financing mechanics, which supports the investor case." ], "topWeaknesses": [ "The thesis is delayed: slides 1-8 establish company background, but no early slide states the investment answer or why now.", "The section architecture is not MECE, with project names, business lines, and financing partners mixed as equivalent dividers.", "The ending dissipates into deal terms and contact information rather than closing with a synthesized investor takeaway or next step." ], "narrativeScore": 66, "pillarCritique": "The section dividers mostly behave as topic dumps or asset labels rather than MECE pillars: AI, Polaris Forge 1, Polaris Forge 2, Delta Forge 1, Blockchain, and Macquarie are not parallel strategic buckets. Repeated numbering on slides 34, 36, and 38 also weakens the sense of a governed structure.", "closingCritique": "The last 5 non-appendix slides are mostly transaction mechanics and convertible-note detail, followed by a contact slide on slide 45. There is no explicit recommendation, investment takeaway, or memorable final page that restates why Applied Digital wins.", "openingCritique": "The first 5 slides are cover, disclaimer, table of contents, company overview, and leadership, so the deck does not lead with the answer or a real hook. Stakes only begin to emerge in the AI demand section around slide 10, well after the opening window.", "extractionSeconds": 45.884, "narrativeCritique": "The deck has a recognizable setup -> tension -> analysis -> resolution arc: company context on slides 4-8, AI/power-demand tension on slides 10-17, site/pipeline analysis on slides 18-23, and project/financing proof on slides 25-44. 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NOI Margin is a ratio calculated by dividing NOI by aggregate rental revenue and is expressed as a percentage (\"NOI margin\").", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:28:18.971+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6c8729d2-b04d-4500-aede-9430dd8a4b7f", "parentComponentId": null }, { "bbox": { "h": 0.22, "w": 0.86, "x": 0.07, "y": 0.22 }, "kind": "paragraph", "text": "This Investor Presentation contains the following financial measures: Net Operating Income (NOI) and NOI Margin (as defined below), each of which is not calculated in accordance with U.S. Generally Accepted Accounting Principles (\"GAAP\"). Presentations of these non-GAAP financial measures are intended to aid investors in better understanding the factors and trends affecting the Company's performance and liquidity. However, investors should not consider these non-GAAP financial measures as a substitute for financial measures determined in accordance with GAAP, including net income (loss), income (loss) from operations, net cash provided by (used in) operating activities, or revenue. The Company cannot reconcile itsexpected site NOI and NOI Margin without unreasonable effort because certain items that impactnet operating income and other reconciling metrics are out of the Company's control and/or cannot be reasonably predicted at this time.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:28:18.971+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "87615a11-080a-40d6-836a-85c60d04c5a2", "parentComponentId": null }, { "bbox": { "h": 0.32, "w": 0.86, "x": 0.07, "y": 0.61 }, "kind": "paragraph", "text": "NOI is commonly used by stockholders, a company's management and industry analysts as a measurement of operating performance of the company's rental portfolio. However, because NOI excludes depreciation and amortization and captures neither the changes in the value of the data centers that result from use or market conditions, nor the level of capital expenditures and capitalized leasing commissions necessary to maintain the operating performance of the Company's data centers, all of which have real economic effect and could materially impact the Company's results of operations, the utility of NOI and NOI Margin as measures of the Company's performance is limited. Other companies, including REITs, may calculate NOI and NOI Margin differently than we do and, accordingly, our NOI and NOI Margin may not be comparable to these companies' NOI and NOI Margin. These non-GAAP financial measures should be considered only as supplemental to financial measures such as net income, computed in accordance with GAAP, as measures of Company's performance. NOI reflects expected stabilized net operating income and is a non-GAAP financial measure. Actual results may differ materially due to lease-up timing, operating costs, and other factors.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:28:18.971+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c01b06ff-a62f-45b1-a858-8c740c91b2c1", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.25, "x": 0.07, "y": 0.07 }, "kind": "title", "text": "Appendix", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:28:18.971+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "12ff740c-1b02-480d-a81a-6bec65cb116e", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.35, "x": 0.07, "y": 0.17 }, "kind": "title", "text": "Management Statements on Non-GAAP Measures", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:28:18.971+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6b6d8c03-5b78-4193-ad48-aa2983f77df4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 4, "to": 8, "label": "Situation & Context", "description": "APLD intro, leadership, timeline, two-segment business overview" }, { "from": 9, "to": 16, "label": "Problem & Complication", "description": "AI demand exploding, GPU power, $700B capex, 45GW US shortage" }, { "from": 17, "to": 23, "label": "Solution & Approach", "description": "Power pipeline, ND wind, MISO, fiber — APLD's structural advantages" }, { "from": 24, "to": 44, "label": "Evidence & Proof", "description": "PF1/PF2/DF1 leases, blockchain, $5B Macquarie + $450M convertible" }, { "from": 45, "to": 45, "label": "Impact & Next Steps", "description": "Closing brand slide signaling investor call to action" } ], "loops": [ { "from": 10, "to": 16, "label": "Why Now", "description": "Establish urgency: AI compute is exploding while US power supply falls short" }, { "from": 17, "to": 23, "label": "Pattern Hunter", "description": "Stack multiple structural advantages to argue APLD is uniquely positioned" }, { "from": 25, "to": 29, "label": "Zoom In", "description": "Zoom from PF1 deal headline into each building, then synthesize $11B value" }, { "from": 31, "to": 33, "label": "Zoom In", "description": "Same zoom pattern applied to PF2" }, { "from": 39, "to": 44, "label": "Build Up", "description": "Build up the Macquarie financing package piece by piece to total commitment + convertible" } ] }