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Applied Digital Breaks Ground on 430-Megawatt Dallas AI Data Center as Shares Near Record

The groundbreaking highlights a rapid buildout that has left the stock vulnerable to sharp moves driven by heavy short interest.

Overview

  • Applied Digital started construction of Delta Forge 1 in Dallas, designed for 430 MW of utility power and up to 300 MW of critical IT load.
  • The campus plan includes two 150 MW facilities across roughly 500 acres, according to the company.
  • APLD shares reached $39 intraday and closed up 8.49% at $37.69, just below the $40.20 all-time high.
  • The company says the site is expected to support more than 200 jobs along with long-term contractor roles once fully operational.
  • Yahoo Finance reported APLD was among the most shorted tech stocks in December, and said the recent earnings call helped propel a squeeze-like rally in a still unprofitable, high-valuation stock.