An Interview with Wes Cummins, CEO of Applied Digital
Doug O’Laughlin: Today, on Fabricated Knowledge, I have the privilege of having Wes from Applied Digital on to talk about Applied Digital. Today,...
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The ROI of AI (It's a Dollar Auction)
The single most complicated question to answer is what exactly the ROI of AI is. You can easily argue that there is some value and that it can be...
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Crypto Datacenters NAV
There’s a gold rush in the world of AI for not just GPUs, but for datacenters and the power connections that supply them.
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Fabricated Knowledge Q2 2024 Quarterly Review
Here's everything that happened this quarter, and some thoughts and ideas. This is my quarterly piece, where I round up all of my favorite ideas...
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APLD - 4Q Review
APLD released 4Q earnings last night. The stock performed well, +14%. The key highlight was the huge guidance. In this post I will run through how...
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