In this Baxtel Podcast episode, Eric Bell sits down with Wes Cummins, CEO of Applied Digital, to unpack how hyperscale AI data centers are being built far from traditional metros. Wes shares why power availability and fiber routes matter more than population density, and how rural communities like Ellendale, North Dakota benefit economically from large-scale campuses. He walks through Applied Digital’s evolution from Bitcoin mining facilities to purpose-built AI and HPC infrastructure, including lessons learned around InfiniBand design, power density, and future-proofing for NVIDIA’s roadmap. The conversation also explores grid power versus behind-the-meter generation, community misconceptions about data centers, and why long-term, investment-grade hyperscale contracts shape Applied Digital’s strategy.

Chapters

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