{"success":true,"data":{"pressRelease":{"id":"168925","rtpr_id":"nGNXbNQCSs-20261014","ticker":"APLD","exchange":"NASDAQ","all_tickers":["APLD","AZIO","CIFR","CRWV","IREN"],"title":"The Infrastructure Bottleneck Investors Should Watch as AI Demand Accelerates","author":"Globe Newswire","published_at":"2026-10-14T12:30:00.253Z","article_body":"AUSTIN, Texas, Oct. 14, 2026 (GLOBE NEWSWIRE) -- AINewsWire Editorial Coverage\n(https://www.globenewswire.com/Tracker?data=PuNoLPFXQysL0XqOPMh4mkFZP8KKPkn7ZCX5wS6vNHN3BXbQiCVnFIKHNCew0foiMbOBHtxQKXugT6QyCByjV5_o9e7NziWyKC156OtHJILTv3kr8LN4b9hzl-vB1qd5):\nComputing capacity is what the AI industry is sprinting to add. Just as fast,\nthough, a different limit is taking shape: power supply. By 2030, the\nInternational Energy Agency expects\n(https://www.globenewswire.com/Tracker?data=wVCxS2HttG986Wrx_sP45pC8b7B1hZzx1lmmwn3GWwkKbjVh-1s0e7RF_K6PSX4ZVMEEAWN0A65xRGxpduenQQ==) global\nelectricity demand from data centers to keep rising steeply. Goldman\nSachs estimates\n(https://www.globenewswire.com/Tracker?data=nC3nuXOHa59tt8_FtLtq8n6VgSNw4un2kfgeXms2MJFNPYdoMzK-UqkEEAXDyLc1Kdu5N43CDHoFDDxpBcCRPw==) the\ncompound annual growth rate for U.S. data-center power demand at around 15%\nbetween 2023 and 2030, a pace that could leave data centers responsible for\nroughly 8% of all U.S. electricity consumption by the end of that period. As\nAI’s hunger for compute outpaces what the grid can supply, the gap between\nthe two is changing both the location and the design of AI infrastructure\nprojects. AZIO AI Holdings Inc. (NASDAQ: AZIO) (profile\n(https://www.globenewswire.com/Tracker?data=A0uIEzz-JBhCypbTE1nTzR8PmtQSHQ1MFo67tNEHjXHxw4Pgfy6wzEs8-Lvby7Pn7LsXqv7rPVR1-Iv5Qld_UO1nChK_33_Mj9QncmBvdmM=))\nis chasing exactly that opening through its power-backed compute campuses,\namong them Atlas One, its project in south Texas. The company has now put that\nstrategy into action, announcing its\n(https://www.globenewswire.com/Tracker?data=dCogfILMFG5JI2ewfkLJhdylMLDcLly7-5xhISog7Wn_ico3k3E_em9JgLBbrhhwFSwUsEH76XkTl9EHdUytUw==)\nfirst hosting agreement at Atlas One with Power Champion Investment Limited.\nThe deal starts at 10 megawatts of capacity and carries rights to expand up to\n50 megawatts. With it, Atlas One lands its first contracted customer, and AZIO\nAI is working alongside major AI infrastructure developers and operators,\nincluding IREN Ltd. \n(https://www.globenewswire.com/Tracker?data=ceb30dZjKSnhSdT_tLlaDP-T8h4jPc_3MDJQiTIofgxP9YvExSNLbJcJBw8RJyloBHZF_M4FwA2Q-tetg5hjigMpfsWNn0jQA5wbpThgcrrGc3eGbPpJqpq3uAb7qwJ-LH9GZ0zyUURXEldvY-Q1QrHFBbVfxzyQEtGPQywjLNU=)(NASDAQ:\nIREN), Cipher Digital Inc. \n(https://www.globenewswire.com/Tracker?data=gN_-Z_XsKJYpDzqDx3MVWk2RvF9HeTzk-oNNgGSIC3Kh8p105H5vChRtBmxnQ5L1gU1FeTaRHbc3R7KTebE68bfheNQu1QzUoR633a2fFlZ3AIqSXr46EBIPksIIUWMHpmbfQK_4Si5uTuARYAF6qsS3-POoqPCH0uDuMFW2Hugd4uR3eyl_bnoYarJ7CPoi)(NASDAQ:\nCIFR), Applied Digital Corporation \n(https://www.globenewswire.com/Tracker?data=dXyOv8kZv0xPWdYHibc1WZGv0R9XsLegVP_lQdwoCExPj_ZVgZYedHMCk5tlEUp_pK-1YMBB29cvVi4vtZHHmoPTZCv-lyv8kpCUDM1vqen1HkgthxGAH8Dl4AmMV4zFCoGBKkgpQ_clnhbeeoqQFDZN45Q1W3x2NZniZecOdmz7rGmq-_GUB1Q7rHQve_je)(NASDAQ:\nAPLD) and CoreWeave Inc. \n(https://www.globenewswire.com/Tracker?data=j6kAr8w96pTqjAEf6fADoXzvUXTVJz-XDdKi8wX8564xEnq9gfqAfRGfL5ShBbaey9Yz84jrt5dOxA8SbRTEab6JVGcnwd7fFNP-tlYUOyCEZ2crdbkYIjJ5sQvW02w6kTxQJPXUqP8cmyF3uQD7DsxDEclf5cn1VKSqMS-9JMU=)(NASDAQ:\nCRWV).\n* As AI models, agents and GPU systems roll out at speed, the pressure is\nspreading well beyond chip supply. \n* Traditional data-center design is giving way to “AI factories,” or\nfacilities built to turn electricity and computing capacity straight into\nintelligence.\n* AZIO AI’s Atlas One campus is designed for behind-the-meter capacity added\nin stages rather than one single large-grid hookup.\n* Turning that model into actual revenue, AZIO AI has signed Power Champion\nInvestment Limited as the company’s first hosting customer at Atlas One.\n* Spanning more than 548 acres in south Texas and engineered to support up to\n500 megawatts of planned behind-the-meter capacity, Atlas One’s potential\nreaches well past its first signed customer.\nClick here\n(https://www.globenewswire.com/Tracker?data=sHhSuEsuz8f-Dzgdpfn6D2cL0MSIzIgbNsdiQ8dk4yA33-MIki777gyPrzFLGkNb_eRdSOPsHF3bpG6C40XoUg==)\nto view the custom infographic of the AZIO AI Holdings editorial.\n\nWhy AI’s Next Bottleneck Sits Outside the Data Center\n\nAs AI models, agents and GPU systems roll out at speed, the pressure is\nspreading well beyond chip supply. Electricity, powered land, interconnection,\ncooling and purpose-built data-center space are all seeing rising demand,\nfrequently at one and the same site. NVIDIA and CoreWeave have called\n(https://www.globenewswire.com/Tracker?data=aUpN4fmowpEt7-OnU3kSAGWeqQZoia9iWpsZd0ckY-KwaW_sfG1TToJ7gUQzaWQ2kfHzsKMk5WEiZeE4895OSw==) this\nmoment part of what NVIDIA founder and CEO Jensen Huang terms “the largest\ninfrastructure buildout in human history.”\n\nThat phrase shows how physical this stage of AI has turned out to be. Software\nand model training alone can’t account for construction on this scale, and\nthe figures bear that out. NVIDIA and IREN have unveiled\n(https://www.globenewswire.com/Tracker?data=oH0r7cLbqtjPZcsY0uzoOxshX-FOAs-vErHAN4CTNif06GRMuzsFQYKSyRsQUh9w0CQKn3zJAd5AS52w71UV8A==) a\nstrategic partnership meant to speed deployment of up to five gigawatts of AI\ninfrastructure. Separately, NVIDIA and OpenAI have laid out\n(https://www.globenewswire.com/Tracker?data=0uZX951W_mBfim7joj4rJPf4mm1dvPVqbewbqw3wYlnLPwJgqws2EZ5jL0zVtzHBCu4ZfZg4vAlQJkAiZSiyTw==) plans\nto deploy at least 10 gigawatts of NVIDIA systems, a figure equal to millions\nof GPUs.\n\nCommitments on that scale demand enormous volumes of substations, transmission\nlines, cooling systems and land positioned near dependable power. As\nHuang put it\n(https://www.globenewswire.com/Tracker?data=xieNJnXfNK0d2itdJwJjRFB8Yw5mOf1gRFdDMgOW7rCtlgRXGWg3w0TOic4BMKFtJJjtjuiUmjmbiWyD0if57w==),\n“land, power and shell have become vital in the age of AI.” His point\nbeing that advanced processors by themselves cannot produce AI capacity;\nfacilities and energy need to show up alongside the chips. Interconnection\nqueues in many regions now run years long, pushing developers to look for\nquicker routes to power.\n\nAZIO AI is placing itself squarely within that landscape. Instead of relying\nonly on conventional grid interconnection, the company is building out Atlas\nOne. Designed\n(https://www.globenewswire.com/Tracker?data=_3UlDdTXoNa83hibpxs0dDfONdtFO4GVKWwtVWE6-RBqY9JtwBo-x9fEG9RQh-77Vt-BcmaPNivUb6B9K-cV-w==) for\nup to 500 megawatts of planned behind-the-meter power capacity, the south\nTexas campus spans more than 548 acres.\n\nUnder this approach, power access is a design requirement set from the start,\nnot something bolted on after a site is already chosen. It is a strategy\nshaped directly by the bottleneck now confronting the wider industry. AZIO AI\ncontends this gives it an advantage as nationwide competition for energized\nland heats up, since sites with secured power, or a credible route to it, are\ngrowing scarcer and more valuable at once.\n\nThe Rise of the AI Factory Model\n\nTraditional data-center design is giving way to what NVIDIA terms “AI\nfactories.” Huang frames\n(https://www.globenewswire.com/Tracker?data=GJ2tHO8PFYYFyQoxQQVPW81iUguAjwpph0n2QLG5zm6qmG9RfYKpd0ep2l3K2l5eFtDp3LRpGtuJfdD-sfNOgA==) these\nas facilities built to turn electricity and computing capacity straight into\nintelligence, a goal that differs substantially from simply housing server\nracks inside four walls. Rather than measuring an AI factory by its square\nfootage, the real test is how efficiently it converts power into usable\ncompute. That changes what customers now expect from an infrastructure\nprovider.\n\nNVIDIA’s DSX platform puts\n(https://www.globenewswire.com/Tracker?data=QhHL6Yjn-UvPQPwiuQoI41c2Y8MZcYA60fEvtTxYTmdnZtMmY2bfsicn2gY-cQ7Tlj_-CRuZybc8-HLAh-_AkA==)\nthis shift into concrete form, folding chips, computing systems, networking,\ncooling, facilities and operating software into a single integrated offering.\nInstead of leaving each element as its own separate purchase, DSX packages\nthem as one.\n\nA genuine AI factory requires power generation, interconnection, thermal\nmanagement and compute hardware to be coordinated from the earliest stages of\nplanning. Developers able to supply only a single piece of that chain, be it\nland, power or a building shell, increasingly find themselves at a\ndisadvantage, since customers now want one provider capable of delivering the\nentire package as a coordinated project.\n\nAZIO AI is building toward that type of integrated model, operating where AI\ncomputing meets the power infrastructure that supports it. The company’s\napproach folds behind-the-meter power, data-center hosting, connectivity and\naccess to advanced GPU systems into a single offering.\n\nAtlas One is designed around that full stack approach. Generation capacity,\nhosting space, fiber connectivity and interconnection infrastructure are\ndesigned to function together from the outset, rather than being pieced\ntogether over time. The intent behind that positioning is to let AZIO AI hand\ncustomers a complete AI-factory environment, not just one component of it.\n\nBehind-the-Meter Power Offers a Faster Path\n\nUtility interconnection queues and data-center build schedules were designed\nfor an era when demand grew far more slowly. That pace is being tested by\nAI’s expansion, and in plenty of cases, the old timelines just can’t hold\nup. Working with major energy companies, NVIDIA and Emerald AI estimate\n(https://www.globenewswire.com/Tracker?data=nC3nuXOHa59tt8_FtLtq8sEMp4I6f_B5E0dDggPbLzj0DFWW0ioiP7-0tAbolITq3qfZ0jEvwws2Ss1ZGtYjWA==) that\nAI factories capable of flexing their power use could help free up as much as\n100 gigawatts across the U.S. power system.\n\nCapturing that kind of opportunity hinges on rethinking how compute facilities\nactually receive their power; adding generation capacity on its own won’t\nget the job done. Co-located or behind-the-meter generation\n(https://www.globenewswire.com/Tracker?data=0M7dIe3mh9Dknrq1ORug3XEDV_HaeVgab41vRhqQUOt-BIwUeP0TjDvgnrHIOfUZ4SF6zS8-PSH3UveNRkP9G-USlwd8mS6tEh1r1hjlvFcI1aZ_PfxuH-_id3so-MSr) is\none answer, producing power at or near the site that uses it instead of\nrouting everything through the public grid.\n\nCampuses built to combine power generation, hosting, fiber and dense computing\ninfrastructure stand to move faster, since they skip the conventional\ninterconnection queue everyone else is stuck in. Under this model, developers\ntake on more of the burden for delivering their own energy, a tradeoff that\nbuys them speed, flexibility and control over their build schedule. Capacity\ncan also be added in phases as generation and customer demand expand together.\n\nAZIO AI’s Atlas One campus follows that logic, designed for behind-the-meter\ncapacity added in stages rather than one single large-grid hookup. That design\nlets power and hosting infrastructure grow in tandem as additional generation\ncomes online.\n\nThe structure is meant to let AZIO AI bring capacity online step by step,\nmatching power delivery to actual customer demand instead of waiting on one\nmassive interconnection milestone before any capacity becomes usable. It’s a\nmodel suited to an industry that can’t afford years of waiting for a\nconventional grid connection. As more compute customers put speed to\nenergization ahead of any single technical spec, that phased approach becomes\na selling point of its own.\n\nFrom Blueprint to Revenue: Atlas One Secures First Contracted Customer\nTurning that model into actual revenue, AZIO AI has now taken a tangible step.\nPower Champion Investment Limited has signed on as the company’s first\nhosting customer at Atlas One, contracting for an initial 10 megawatts of\ncapacity and securing contractual rights to expand up to 50 megawatts. This\nmarks the first customer agreement AZIO AI has put in place at the Atlas One\ncampus.\n\nOnce the initial capacity is delivered and switched on, AZIO AI anticipates\nmeaningful recurring revenue under the agreement’s terms, projecting roughly\n$1.5 million a month in capacity reservation charges. Across the agreement’s\ninitial 60-month term, that adds up to around $90 million, not counting\nelectricity sales or additional services. Those numbers reflect capacity that\nwill actually be delivered and energized, not capacity that exists solely on\npaper. In other words, AZIO AI’s revenue is tied to infrastructure it has\nphysically built and activated, rather than to projections alone.\n\nThe significance of this deal goes beyond the numbers. As the first customer\ncommitment at Atlas One, it turns a campus that was still on the drawing board\ninto a site with an actual contracted tenant. Further expansion will still\nrequire additional infrastructure, financing and regulatory sign-off, but\nsecuring this first hosting customer serves as a meaningful proof point for\nany company betting on a power-first, behind-the-meter approach. It\ndemonstrates that the underlying strategy can produce signed agreements and\nnot merely planned capacity on a map, while also giving AZIO AI a commercial\ntemplate it can aim to replicate as the site adds capacity in later phases.\n\nThe Long Game Behind Atlas One’s First Deal\n\nAtlas One’s potential reaches well past its first signed customer. Spanning\nmore than 548 acres in south Texas, the campus is engineered to support up to\n500 megawatts of planned behind-the-meter capacity. Seen against that scale,\nthe initial 10-megawatt agreement with Power Champion is a meaningful early\nmilestone, not the full extent of what the site is built to handle.\n\nThe agreement also gives Power Champion the right to request expansion up to\n50 megawatts of contracted capacity. Should that option be fully exercised,\nAZIO AI estimates the capacity reservation charges could reach roughly $450\nmillion. Calculated over a 60-month term and excluding electricity sales and\nadditional services, that figure gives a sense of how much opportunity Atlas\nOne holds. Standing alone, the 10-megawatt phase would already generate\nmeaningful revenue once it’s fully up and running.\n\nGetting to that larger outcome will require considerable work. Currently, 10\nmegawatts is under contract, with additional capacity dependent on further\ngeneration, infrastructure, permitting, financing and customer agreements.\nNone of these components are guaranteed. AZIO AI has stayed transparent about\nwhat remains. Rather than overstating its progress, the company has chosen to\nreport capacity only once it is actually secured and energized.\n\nEven with the required work ahead, the combination of Atlas One’s scale,\nlocation and an initial contracted customer gives AZIO AI a credible starting\npoint. In a sector where many projects remain largely on paper, already having\na signed, revenue-generating agreement in place sets the campus apart.\n\nPowering the Next Wave of AI Growth\n\nAs demand for artificial intelligence continues to surge, the race to build\nthe infrastructure powering next-generation computing is gaining momentum.\nLeading technology and infrastructure providers are expanding their global\nfootprints, securing new energy resources and accelerating data center\ndevelopment to meet the growing need for high-performance computing capacity.\nRecent announcements highlight the increasingly critical relationship between\npower availability, infrastructure investment and the ability to scale AI\noperations across domestic and international markets.\n\nIREN Ltd. \n(https://www.globenewswire.com/Tracker?data=ceb30dZjKSnhSdT_tLlaDCrE3-k9k3YLX1LDwS85NpDeskLVS-UydNBugHSiE6zk4JGuRPS6TpT3JQOJvcDbrKYVKJ5Gxj1mrYwx6pC9Y8O4kotYRY4ydX9XMA6d4PQT1PCXEhCID_GSxdlLwrvIHkkwkDp310c1ZNz1xEj7Dqw=)(NASDAQ:\nIREN) has entered\n(https://www.globenewswire.com/Tracker?data=mqrR4rKjHtIys0-26IxabxRVvUSIKSE-l1aLHWKVE0iXsSYs9qBi4-4beIvsGSjqB9PXBP0gQKSqGqRSk-_-RA==)\ninto an agreement to acquire Ingenostrum, S.L.\n(Nostrum Group), a next-generation data center developer based in Spain.\nThe acquisition marks IREN’s entry into the European market and increases\nits power portfolio to 5GW. It adds approximately 490 megawatts of secured,\ngrid-connected power in Spain, together with an additional development\npipeline, enhancing IREN’s ability to service observed customer demand in\nEurope.\n\nCipher Digital Inc. \n(https://www.globenewswire.com/Tracker?data=gN_-Z_XsKJYpDzqDx3MVWk2RvF9HeTzk-oNNgGSIC3KlCpuddPb4emRufI3Bg51EihyyIDxVaRIOWjBQ7WwYILOCXWRc1S3JvwNzyh3ovaW7I9HnBcaoJ36xKr7RY82-XGkGR-kOzi0fVIQ4kCvthEEisN2ezqb7Yzg2iKXrhGbIaHZBdxcOjizdNb2u1Wcp)(NASDAQ:\nCIFR) has begun\n(https://www.globenewswire.com/Tracker?data=g6rgpvPJv7oiDsfAAZ-ewYVXOfs9kNDJZD-tQ5qykBhmAq4NGAP11O8GZAth870B18E5x6yi4xCGxME1_WEejw==)\nthe development of lateral pipelines at multiple sites to deliver natural gas\nto support bring-your-own-generation capacity. The lateral pipelines will\nconnect Cipher’s sites to nearby natural gas supplies, enabling on-site\ngeneration of up to 2.5 gigawatts of electricity. Cipher will work with power\nproviders to develop and operate generation infrastructure at these sites. The\ncompany plans to use this bring-your-own-generation capacity to develop and\nlease additional industrial-scale data center capacity to premier tenants for\nHPC workloads.\n\nApplied Digital Corporation \n(https://www.globenewswire.com/Tracker?data=dXyOv8kZv0xPWdYHibc1WZGv0R9XsLegVP_lQdwoCEzXxGMOE1T8GP_JtJ3G_t_x9DDUn7iZtxT_EfzYVLz8_jk6UQvwEQYg8dWILfJQ5CEjOFK9Az2BCVu_lyr1fP2vZJkpmCv8kqkBd6HNUmoTF3w1b63xazy_PCdCvf3_bg8tA8K4uoHX0LhdPx7qC7AM)(NASDAQ:\nAPLD) has achieved\n(https://www.globenewswire.com/Tracker?data=0F281riN4TJdGdTOXTfL0vsZksuOouR7Dgsu8koobqwCq53-8OpmW9uBAOBc1TVywLiKgyOyU_S3DjYjL8TSYQ==)\nReady for Service for the second phase of Building 2 at its Polaris Forge 1\ncampus. This will deliver an additional 75 MW of critical IT load across three\n25 MW data halls. The milestone completes Building 2’s full 150 MW of\ncritical IT load and brings fully operational critical IT load at Polaris\nForge 1 to 250 MW. The fully leased AI Factory Campus is contracted to deliver\n400 MW of critical IT load at full buildout.\n\nCoreWeave Inc. \n(https://www.globenewswire.com/Tracker?data=j6kAr8w96pTqjAEf6fADoYPGkaMk58rXyx5a3tlxD20zjnTqPOoseCc0RII_JAiadHI3CyHGR3EP-ASq_Fg1e2ccNpjmDJXbZXWMmZgDVCOmbeUCqikEXGyrOKP_SM7X-mlKkXxRKGrKhddmXQgjgi23wHGuAgyR4Qx-qwR0kVZ-yvd27td_7eRTLXBt-gob)(NASDAQ:\nCRWV) has announced\n(https://www.globenewswire.com/Tracker?data=q2LZ8hJlDTf47KPG_0yLzdvJKo-xeHz9RDyXdt3fx4WSYtv8nP95MBmMEsg4dIUl-pQjKUNn1q3PqhJ-ya-3cg==)\nits entry into India. Through a collaboration with AdaniConneX, CoreWeave\nplans to expand its AI Cloud platform with 240 MW of data center capacity in\nNavi Mumbai. As part of the expansion, CoreWeave intends to invest in India by\nestablishing an office and hiring locally, creating an on-the-ground presence\nto collaborate with customers and partners throughout India’s vibrant and\ngrowing AI ecosystem. The new campus will span three 80 MW buildings at\nAdaniConneX’s Taloja campus. \n\nThe rapid expansion of AI infrastructure underscores the scale and complexity\nof supporting an increasingly compute-intensive global economy. From securing\nreliable power supplies and bringing new data center capacity online to\nentering international markets, industry leaders are pursuing strategies\ndesigned to address growing computational demands. As AI adoption accelerates,\naccess to energy, strategic locations and scalable infrastructure will remain\ncentral to supporting the next phase of industry growth.\n\nFor more information, visit AZIO AI Holdings\n(https://www.globenewswire.com/Tracker?data=Ypo_B_AlFRiqY7KOPe0xqK7fReWIGiEVqnlXNtFQclkgN5FRcMKxxzIfxID6S5Y3wIDVqJq16LI2dtzXFLD4Ddtttjkqz66rI4Kz_Oj_leGZ-HZE-x9-aLNWhTfeBNbB).\n\nAbout AINewsWire\nAINewsWire\n(https://www.globenewswire.com/Tracker?data=PuNoLPFXQysL0XqOPMh4mtMIBH2QYCm5JwM-9ry3MzVZkpUsCbre61bW4elUeyr_xiPha3mJKI_yUeB9esa70w==) (AINW)\nis a specialized communications platform with a focus on the latest\nadvancements in artificial intelligence (“AI”), including the\ntechnologies, trends and trailblazers driving innovation forward. It is one of\n75+ brands within the Dynamic Brand Portfolio\n(https://www.globenewswire.com/Tracker?data=SQUOoeRkTJrMjZr0zDvxbIUOClBdWi3-1l9l1CQivTGFKjFevdFOHtZib-PUUi1uYjcT0oPXWYGhI6M26PyXTxJk2KIXNRQsRSnHhBYb4LbtgWsnWiEI6dY5DhRnrogCmpe6cN-s5R4pDsoMIkVPO1v2XZ2UJHUVvwjQxVpWqRc=) @ IBN\n(https://www.globenewswire.com/Tracker?data=nuKS1QMt9wPeCF7Z_4Pa3FT8YcvyW8bX11Z9rdg5kEOatdZpCtNJH44yxpioI08ST-GzqFKNlTb49I-RTmGTxC0kRgX_GD5ivewZhkPuSoI=) that\ndelivers: (1) access to a vast network of wire solutions via InvestorWire\n(https://www.globenewswire.com/Tracker?data=cENFgMF3Gbem56Dzb1F05Evqi-wOv4X2cWewQApdKA5yXPYiqogV7-moGcQwzwBqOTQIuKRk7hvYm3e_zVOkwmjHXRLDUbfarLRzfeCT5hg=) to\nefficiently and effectively reach a myriad of target markets, demographics and\ndiverse industries; (2) article and editorial syndication to 5,000+ outlets\n(https://www.globenewswire.com/Tracker?data=Kt9FxL4ZQza4YJTv9xthAgcyCIx-CuvMjeKzz-JbBD2EO4Iee4yqJUzzlMo_3qfnnlT9lDhta8bVEb0su0ImEhveSV9O2yQCBjLugieKCQ_TO5BPyifhYtgTChRW0ZqwAarlDzAar-kZ_o0y9Ln7KmmJMhKgGv2tm6D8N1Zg0TK6NdIimsRhsxpdE1wmWMaG1rVPhkoBzXHYSKGzTHajd6bjTe5MIAOXSn5C6XSzv9g=); (3)\npress release enhancement\n(https://www.globenewswire.com/Tracker?data=paq1t7CmkDqdIjxLv9peiaGmfYpQ_lzuix3gQ4wS-7fsICj20JVcD-UJnk6ZzsqhFQrj5y_V91My3Qq7OIxhgSr80jwMtHJfwPRWBEwGJe9pKSB0fOR-0Fx4dvAW2DgEtRur3j_YiyO679KvViaD1jfng7vxoIHcvtnpJtMQTY8Qj39rA77ORRN8Vpwg8CZe) to\nensure maximum impact; (4) social media distribution\n(https://www.globenewswire.com/Tracker?data=m0NIIS9thskEt9xJbP7w0s_y-Pi2-ub8E1ByPuilPKiK6rpw8YnaV0n-p7fUdRcNET_6Dpr2GikXhWdK4lM-G_GlPiOptKnu0JGjgHBJbhsyNhyVe3foOEivpfG1luhs2xqnQoIvQ9R8sdH5SeHSxg==) via\nIBN to millions of social media followers; and (5) a full array of\ntailored corporate communications solutions\n(https://www.globenewswire.com/Tracker?data=e-SpC7wbeMPLB_fOw6wrp7fKpWfG3LnjTnoEg6CWhojqOoJrsH2Dsno_jP-KXl2_DcaaNKxs4MKJ42JLQ9-bm2AakfaWASohZ-qkkWrzTSMy_hGy3TaQC8os6yoj6qzYEx4ygXxhXr_75hwgdKGAsA==).\nWith broad reach and a seasoned team of contributing journalists and writers,\nAINW is uniquely positioned to best serve private and public companies that\nwant to reach a wide audience of investors, influencers, consumers,\njournalists, and the general public. 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The forward-looking\nstatements in this release are made as of the date hereof and AINW undertakes\nno obligation to update such statements.\n\nPlease see full terms of use and disclaimers on the AINewsWire website\napplicable to all content provided by AINW, wherever published or\nre-published:\n\nhttps://www.AINewsWire.com/Disclaimer\n\nAINewsWire\nAustin, Texas\nwww.AINewsWire.com\n512.354.7000 Office\nEditor@AINewsWire.com\n\nAINewsWire is powered by IBN\n(https://www.globenewswire.com/Tracker?data=8vbK82TK7IGN2Y1MqgdzCYDCp1FrGt9mD6rvp2qhXz8G7qi3rdfQMVoeJSAuuCjD7O8sIbb9g81_uB6FOqpyOwLPBF5sT85QwA5BUYJfLuA=)\n\n(https://www.globenewswire.com/NewsRoom/AttachmentNg/45ff7033-6ad2-41ba-bbd1-912eb2907b3e)\n\n\n\nGlobeNewswire, Inc. 2026","article_body_html":"","raw_payload":{"data":{"id":"nGNXbNQCSs-20261014","title":"The Infrastructure Bottleneck Investors Should Watch as AI Demand Accelerates","author":"Globe Newswire","ticker":"APLD","created":"2026-10-14T12:30:00.253Z","tickers":["APLD","AZIO","CIFR","CRWV","IREN"],"exchange":"NASDAQ","article_body":"AUSTIN, Texas, Oct. 14, 2026 (GLOBE NEWSWIRE) -- AINewsWire Editorial Coverage\n(https://www.globenewswire.com/Tracker?data=PuNoLPFXQysL0XqOPMh4mkFZP8KKPkn7ZCX5wS6vNHN3BXbQiCVnFIKHNCew0foiMbOBHtxQKXugT6QyCByjV5_o9e7NziWyKC156OtHJILTv3kr8LN4b9hzl-vB1qd5):\nComputing capacity is what the AI industry is sprinting to add. Just as fast,\nthough, a different limit is taking shape: power supply. By 2030, the\nInternational Energy Agency expects\n(https://www.globenewswire.com/Tracker?data=wVCxS2HttG986Wrx_sP45pC8b7B1hZzx1lmmwn3GWwkKbjVh-1s0e7RF_K6PSX4ZVMEEAWN0A65xRGxpduenQQ==) global\nelectricity demand from data centers to keep rising steeply. Goldman\nSachs estimates\n(https://www.globenewswire.com/Tracker?data=nC3nuXOHa59tt8_FtLtq8n6VgSNw4un2kfgeXms2MJFNPYdoMzK-UqkEEAXDyLc1Kdu5N43CDHoFDDxpBcCRPw==) the\ncompound annual growth rate for U.S. data-center power demand at around 15%\nbetween 2023 and 2030, a pace that could leave data centers responsible for\nroughly 8% of all U.S. electricity consumption by the end of that period. As\nAI’s hunger for compute outpaces what the grid can supply, the gap between\nthe two is changing both the location and the design of AI infrastructure\nprojects. AZIO AI Holdings Inc. (NASDAQ: AZIO) (profile\n(https://www.globenewswire.com/Tracker?data=A0uIEzz-JBhCypbTE1nTzR8PmtQSHQ1MFo67tNEHjXHxw4Pgfy6wzEs8-Lvby7Pn7LsXqv7rPVR1-Iv5Qld_UO1nChK_33_Mj9QncmBvdmM=))\nis chasing exactly that opening through its power-backed compute campuses,\namong them Atlas One, its project in south Texas. The company has now put that\nstrategy into action, announcing its\n(https://www.globenewswire.com/Tracker?data=dCogfILMFG5JI2ewfkLJhdylMLDcLly7-5xhISog7Wn_ico3k3E_em9JgLBbrhhwFSwUsEH76XkTl9EHdUytUw==)\nfirst hosting agreement at Atlas One with Power Champion Investment Limited.\nThe deal starts at 10 megawatts of capacity and carries rights to expand up to\n50 megawatts. With it, Atlas One lands its first contracted customer, and AZIO\nAI is working alongside major AI infrastructure developers and operators,\nincluding IREN Ltd. \n(https://www.globenewswire.com/Tracker?data=ceb30dZjKSnhSdT_tLlaDP-T8h4jPc_3MDJQiTIofgxP9YvExSNLbJcJBw8RJyloBHZF_M4FwA2Q-tetg5hjigMpfsWNn0jQA5wbpThgcrrGc3eGbPpJqpq3uAb7qwJ-LH9GZ0zyUURXEldvY-Q1QrHFBbVfxzyQEtGPQywjLNU=)(NASDAQ:\nIREN), Cipher Digital Inc. \n(https://www.globenewswire.com/Tracker?data=gN_-Z_XsKJYpDzqDx3MVWk2RvF9HeTzk-oNNgGSIC3Kh8p105H5vChRtBmxnQ5L1gU1FeTaRHbc3R7KTebE68bfheNQu1QzUoR633a2fFlZ3AIqSXr46EBIPksIIUWMHpmbfQK_4Si5uTuARYAF6qsS3-POoqPCH0uDuMFW2Hugd4uR3eyl_bnoYarJ7CPoi)(NASDAQ:\nCIFR), Applied Digital Corporation \n(https://www.globenewswire.com/Tracker?data=dXyOv8kZv0xPWdYHibc1WZGv0R9XsLegVP_lQdwoCExPj_ZVgZYedHMCk5tlEUp_pK-1YMBB29cvVi4vtZHHmoPTZCv-lyv8kpCUDM1vqen1HkgthxGAH8Dl4AmMV4zFCoGBKkgpQ_clnhbeeoqQFDZN45Q1W3x2NZniZecOdmz7rGmq-_GUB1Q7rHQve_je)(NASDAQ:\nAPLD) and CoreWeave Inc. \n(https://www.globenewswire.com/Tracker?data=j6kAr8w96pTqjAEf6fADoXzvUXTVJz-XDdKi8wX8564xEnq9gfqAfRGfL5ShBbaey9Yz84jrt5dOxA8SbRTEab6JVGcnwd7fFNP-tlYUOyCEZ2crdbkYIjJ5sQvW02w6kTxQJPXUqP8cmyF3uQD7DsxDEclf5cn1VKSqMS-9JMU=)(NASDAQ:\nCRWV).\n* As AI models, agents and GPU systems roll out at speed, the pressure is\nspreading well beyond chip supply. \n* Traditional data-center design is giving way to “AI factories,” or\nfacilities built to turn electricity and computing capacity straight into\nintelligence.\n* AZIO AI’s Atlas One campus is designed for behind-the-meter capacity added\nin stages rather than one single large-grid hookup.\n* Turning that model into actual revenue, AZIO AI has signed Power Champion\nInvestment Limited as the company’s first hosting customer at Atlas One.\n* Spanning more than 548 acres in south Texas and engineered to support up to\n500 megawatts of planned behind-the-meter capacity, Atlas One’s potential\nreaches well past its first signed customer.\nClick here\n(https://www.globenewswire.com/Tracker?data=sHhSuEsuz8f-Dzgdpfn6D2cL0MSIzIgbNsdiQ8dk4yA33-MIki777gyPrzFLGkNb_eRdSOPsHF3bpG6C40XoUg==)\nto view the custom infographic of the AZIO AI Holdings editorial.\n\nWhy AI’s Next Bottleneck Sits Outside the Data Center\n\nAs AI models, agents and GPU systems roll out at speed, the pressure is\nspreading well beyond chip supply. Electricity, powered land, interconnection,\ncooling and purpose-built data-center space are all seeing rising demand,\nfrequently at one and the same site. NVIDIA and CoreWeave have called\n(https://www.globenewswire.com/Tracker?data=aUpN4fmowpEt7-OnU3kSAGWeqQZoia9iWpsZd0ckY-KwaW_sfG1TToJ7gUQzaWQ2kfHzsKMk5WEiZeE4895OSw==) this\nmoment part of what NVIDIA founder and CEO Jensen Huang terms “the largest\ninfrastructure buildout in human history.”\n\nThat phrase shows how physical this stage of AI has turned out to be. Software\nand model training alone can’t account for construction on this scale, and\nthe figures bear that out. NVIDIA and IREN have unveiled\n(https://www.globenewswire.com/Tracker?data=oH0r7cLbqtjPZcsY0uzoOxshX-FOAs-vErHAN4CTNif06GRMuzsFQYKSyRsQUh9w0CQKn3zJAd5AS52w71UV8A==) a\nstrategic partnership meant to speed deployment of up to five gigawatts of AI\ninfrastructure. Separately, NVIDIA and OpenAI have laid out\n(https://www.globenewswire.com/Tracker?data=0uZX951W_mBfim7joj4rJPf4mm1dvPVqbewbqw3wYlnLPwJgqws2EZ5jL0zVtzHBCu4ZfZg4vAlQJkAiZSiyTw==) plans\nto deploy at least 10 gigawatts of NVIDIA systems, a figure equal to millions\nof GPUs.\n\nCommitments on that scale demand enormous volumes of substations, transmission\nlines, cooling systems and land positioned near dependable power. As\nHuang put it\n(https://www.globenewswire.com/Tracker?data=xieNJnXfNK0d2itdJwJjRFB8Yw5mOf1gRFdDMgOW7rCtlgRXGWg3w0TOic4BMKFtJJjtjuiUmjmbiWyD0if57w==),\n“land, power and shell have become vital in the age of AI.” His point\nbeing that advanced processors by themselves cannot produce AI capacity;\nfacilities and energy need to show up alongside the chips. Interconnection\nqueues in many regions now run years long, pushing developers to look for\nquicker routes to power.\n\nAZIO AI is placing itself squarely within that landscape. Instead of relying\nonly on conventional grid interconnection, the company is building out Atlas\nOne. Designed\n(https://www.globenewswire.com/Tracker?data=_3UlDdTXoNa83hibpxs0dDfONdtFO4GVKWwtVWE6-RBqY9JtwBo-x9fEG9RQh-77Vt-BcmaPNivUb6B9K-cV-w==) for\nup to 500 megawatts of planned behind-the-meter power capacity, the south\nTexas campus spans more than 548 acres.\n\nUnder this approach, power access is a design requirement set from the start,\nnot something bolted on after a site is already chosen. It is a strategy\nshaped directly by the bottleneck now confronting the wider industry. AZIO AI\ncontends this gives it an advantage as nationwide competition for energized\nland heats up, since sites with secured power, or a credible route to it, are\ngrowing scarcer and more valuable at once.\n\nThe Rise of the AI Factory Model\n\nTraditional data-center design is giving way to what NVIDIA terms “AI\nfactories.” Huang frames\n(https://www.globenewswire.com/Tracker?data=GJ2tHO8PFYYFyQoxQQVPW81iUguAjwpph0n2QLG5zm6qmG9RfYKpd0ep2l3K2l5eFtDp3LRpGtuJfdD-sfNOgA==) these\nas facilities built to turn electricity and computing capacity straight into\nintelligence, a goal that differs substantially from simply housing server\nracks inside four walls. Rather than measuring an AI factory by its square\nfootage, the real test is how efficiently it converts power into usable\ncompute. That changes what customers now expect from an infrastructure\nprovider.\n\nNVIDIA’s DSX platform puts\n(https://www.globenewswire.com/Tracker?data=QhHL6Yjn-UvPQPwiuQoI41c2Y8MZcYA60fEvtTxYTmdnZtMmY2bfsicn2gY-cQ7Tlj_-CRuZybc8-HLAh-_AkA==)\nthis shift into concrete form, folding chips, computing systems, networking,\ncooling, facilities and operating software into a single integrated offering.\nInstead of leaving each element as its own separate purchase, DSX packages\nthem as one.\n\nA genuine AI factory requires power generation, interconnection, thermal\nmanagement and compute hardware to be coordinated from the earliest stages of\nplanning. Developers able to supply only a single piece of that chain, be it\nland, power or a building shell, increasingly find themselves at a\ndisadvantage, since customers now want one provider capable of delivering the\nentire package as a coordinated project.\n\nAZIO AI is building toward that type of integrated model, operating where AI\ncomputing meets the power infrastructure that supports it. The company’s\napproach folds behind-the-meter power, data-center hosting, connectivity and\naccess to advanced GPU systems into a single offering.\n\nAtlas One is designed around that full stack approach. Generation capacity,\nhosting space, fiber connectivity and interconnection infrastructure are\ndesigned to function together from the outset, rather than being pieced\ntogether over time. The intent behind that positioning is to let AZIO AI hand\ncustomers a complete AI-factory environment, not just one component of it.\n\nBehind-the-Meter Power Offers a Faster Path\n\nUtility interconnection queues and data-center build schedules were designed\nfor an era when demand grew far more slowly. That pace is being tested by\nAI’s expansion, and in plenty of cases, the old timelines just can’t hold\nup. Working with major energy companies, NVIDIA and Emerald AI estimate\n(https://www.globenewswire.com/Tracker?data=nC3nuXOHa59tt8_FtLtq8sEMp4I6f_B5E0dDggPbLzj0DFWW0ioiP7-0tAbolITq3qfZ0jEvwws2Ss1ZGtYjWA==) that\nAI factories capable of flexing their power use could help free up as much as\n100 gigawatts across the U.S. power system.\n\nCapturing that kind of opportunity hinges on rethinking how compute facilities\nactually receive their power; adding generation capacity on its own won’t\nget the job done. Co-located or behind-the-meter generation\n(https://www.globenewswire.com/Tracker?data=0M7dIe3mh9Dknrq1ORug3XEDV_HaeVgab41vRhqQUOt-BIwUeP0TjDvgnrHIOfUZ4SF6zS8-PSH3UveNRkP9G-USlwd8mS6tEh1r1hjlvFcI1aZ_PfxuH-_id3so-MSr) is\none answer, producing power at or near the site that uses it instead of\nrouting everything through the public grid.\n\nCampuses built to combine power generation, hosting, fiber and dense computing\ninfrastructure stand to move faster, since they skip the conventional\ninterconnection queue everyone else is stuck in. Under this model, developers\ntake on more of the burden for delivering their own energy, a tradeoff that\nbuys them speed, flexibility and control over their build schedule. Capacity\ncan also be added in phases as generation and customer demand expand together.\n\nAZIO AI’s Atlas One campus follows that logic, designed for behind-the-meter\ncapacity added in stages rather than one single large-grid hookup. That design\nlets power and hosting infrastructure grow in tandem as additional generation\ncomes online.\n\nThe structure is meant to let AZIO AI bring capacity online step by step,\nmatching power delivery to actual customer demand instead of waiting on one\nmassive interconnection milestone before any capacity becomes usable. It’s a\nmodel suited to an industry that can’t afford years of waiting for a\nconventional grid connection. As more compute customers put speed to\nenergization ahead of any single technical spec, that phased approach becomes\na selling point of its own.\n\nFrom Blueprint to Revenue: Atlas One Secures First Contracted Customer\nTurning that model into actual revenue, AZIO AI has now taken a tangible step.\nPower Champion Investment Limited has signed on as the company’s first\nhosting customer at Atlas One, contracting for an initial 10 megawatts of\ncapacity and securing contractual rights to expand up to 50 megawatts. This\nmarks the first customer agreement AZIO AI has put in place at the Atlas One\ncampus.\n\nOnce the initial capacity is delivered and switched on, AZIO AI anticipates\nmeaningful recurring revenue under the agreement’s terms, projecting roughly\n$1.5 million a month in capacity reservation charges. Across the agreement’s\ninitial 60-month term, that adds up to around $90 million, not counting\nelectricity sales or additional services. Those numbers reflect capacity that\nwill actually be delivered and energized, not capacity that exists solely on\npaper. In other words, AZIO AI’s revenue is tied to infrastructure it has\nphysically built and activated, rather than to projections alone.\n\nThe significance of this deal goes beyond the numbers. As the first customer\ncommitment at Atlas One, it turns a campus that was still on the drawing board\ninto a site with an actual contracted tenant. Further expansion will still\nrequire additional infrastructure, financing and regulatory sign-off, but\nsecuring this first hosting customer serves as a meaningful proof point for\nany company betting on a power-first, behind-the-meter approach. It\ndemonstrates that the underlying strategy can produce signed agreements and\nnot merely planned capacity on a map, while also giving AZIO AI a commercial\ntemplate it can aim to replicate as the site adds capacity in later phases.\n\nThe Long Game Behind Atlas One’s First Deal\n\nAtlas One’s potential reaches well past its first signed customer. Spanning\nmore than 548 acres in south Texas, the campus is engineered to support up to\n500 megawatts of planned behind-the-meter capacity. Seen against that scale,\nthe initial 10-megawatt agreement with Power Champion is a meaningful early\nmilestone, not the full extent of what the site is built to handle.\n\nThe agreement also gives Power Champion the right to request expansion up to\n50 megawatts of contracted capacity. Should that option be fully exercised,\nAZIO AI estimates the capacity reservation charges could reach roughly $450\nmillion. Calculated over a 60-month term and excluding electricity sales and\nadditional services, that figure gives a sense of how much opportunity Atlas\nOne holds. Standing alone, the 10-megawatt phase would already generate\nmeaningful revenue once it’s fully up and running.\n\nGetting to that larger outcome will require considerable work. Currently, 10\nmegawatts is under contract, with additional capacity dependent on further\ngeneration, infrastructure, permitting, financing and customer agreements.\nNone of these components are guaranteed. AZIO AI has stayed transparent about\nwhat remains. Rather than overstating its progress, the company has chosen to\nreport capacity only once it is actually secured and energized.\n\nEven with the required work ahead, the combination of Atlas One’s scale,\nlocation and an initial contracted customer gives AZIO AI a credible starting\npoint. In a sector where many projects remain largely on paper, already having\na signed, revenue-generating agreement in place sets the campus apart.\n\nPowering the Next Wave of AI Growth\n\nAs demand for artificial intelligence continues to surge, the race to build\nthe infrastructure powering next-generation computing is gaining momentum.\nLeading technology and infrastructure providers are expanding their global\nfootprints, securing new energy resources and accelerating data center\ndevelopment to meet the growing need for high-performance computing capacity.\nRecent announcements highlight the increasingly critical relationship between\npower availability, infrastructure investment and the ability to scale AI\noperations across domestic and international markets.\n\nIREN Ltd. \n(https://www.globenewswire.com/Tracker?data=ceb30dZjKSnhSdT_tLlaDCrE3-k9k3YLX1LDwS85NpDeskLVS-UydNBugHSiE6zk4JGuRPS6TpT3JQOJvcDbrKYVKJ5Gxj1mrYwx6pC9Y8O4kotYRY4ydX9XMA6d4PQT1PCXEhCID_GSxdlLwrvIHkkwkDp310c1ZNz1xEj7Dqw=)(NASDAQ:\nIREN) has entered\n(https://www.globenewswire.com/Tracker?data=mqrR4rKjHtIys0-26IxabxRVvUSIKSE-l1aLHWKVE0iXsSYs9qBi4-4beIvsGSjqB9PXBP0gQKSqGqRSk-_-RA==)\ninto an agreement to acquire Ingenostrum, S.L.\n(Nostrum Group), a next-generation data center developer based in Spain.\nThe acquisition marks IREN’s entry into the European market and increases\nits power portfolio to 5GW. It adds approximately 490 megawatts of secured,\ngrid-connected power in Spain, together with an additional development\npipeline, enhancing IREN’s ability to service observed customer demand in\nEurope.\n\nCipher Digital Inc. \n(https://www.globenewswire.com/Tracker?data=gN_-Z_XsKJYpDzqDx3MVWk2RvF9HeTzk-oNNgGSIC3KlCpuddPb4emRufI3Bg51EihyyIDxVaRIOWjBQ7WwYILOCXWRc1S3JvwNzyh3ovaW7I9HnBcaoJ36xKr7RY82-XGkGR-kOzi0fVIQ4kCvthEEisN2ezqb7Yzg2iKXrhGbIaHZBdxcOjizdNb2u1Wcp)(NASDAQ:\nCIFR) has begun\n(https://www.globenewswire.com/Tracker?data=g6rgpvPJv7oiDsfAAZ-ewYVXOfs9kNDJZD-tQ5qykBhmAq4NGAP11O8GZAth870B18E5x6yi4xCGxME1_WEejw==)\nthe development of lateral pipelines at multiple sites to deliver natural gas\nto support bring-your-own-generation capacity. The lateral pipelines will\nconnect Cipher’s sites to nearby natural gas supplies, enabling on-site\ngeneration of up to 2.5 gigawatts of electricity. Cipher will work with power\nproviders to develop and operate generation infrastructure at these sites. The\ncompany plans to use this bring-your-own-generation capacity to develop and\nlease additional industrial-scale data center capacity to premier tenants for\nHPC workloads.\n\nApplied Digital Corporation \n(https://www.globenewswire.com/Tracker?data=dXyOv8kZv0xPWdYHibc1WZGv0R9XsLegVP_lQdwoCEzXxGMOE1T8GP_JtJ3G_t_x9DDUn7iZtxT_EfzYVLz8_jk6UQvwEQYg8dWILfJQ5CEjOFK9Az2BCVu_lyr1fP2vZJkpmCv8kqkBd6HNUmoTF3w1b63xazy_PCdCvf3_bg8tA8K4uoHX0LhdPx7qC7AM)(NASDAQ:\nAPLD) has achieved\n(https://www.globenewswire.com/Tracker?data=0F281riN4TJdGdTOXTfL0vsZksuOouR7Dgsu8koobqwCq53-8OpmW9uBAOBc1TVywLiKgyOyU_S3DjYjL8TSYQ==)\nReady for Service for the second phase of Building 2 at its Polaris Forge 1\ncampus. This will deliver an additional 75 MW of critical IT load across three\n25 MW data halls. The milestone completes Building 2’s full 150 MW of\ncritical IT load and brings fully operational critical IT load at Polaris\nForge 1 to 250 MW. The fully leased AI Factory Campus is contracted to deliver\n400 MW of critical IT load at full buildout.\n\nCoreWeave Inc. \n(https://www.globenewswire.com/Tracker?data=j6kAr8w96pTqjAEf6fADoYPGkaMk58rXyx5a3tlxD20zjnTqPOoseCc0RII_JAiadHI3CyHGR3EP-ASq_Fg1e2ccNpjmDJXbZXWMmZgDVCOmbeUCqikEXGyrOKP_SM7X-mlKkXxRKGrKhddmXQgjgi23wHGuAgyR4Qx-qwR0kVZ-yvd27td_7eRTLXBt-gob)(NASDAQ:\nCRWV) has announced\n(https://www.globenewswire.com/Tracker?data=q2LZ8hJlDTf47KPG_0yLzdvJKo-xeHz9RDyXdt3fx4WSYtv8nP95MBmMEsg4dIUl-pQjKUNn1q3PqhJ-ya-3cg==)\nits entry into India. Through a collaboration with AdaniConneX, CoreWeave\nplans to expand its AI Cloud platform with 240 MW of data center capacity in\nNavi Mumbai. As part of the expansion, CoreWeave intends to invest in India by\nestablishing an office and hiring locally, creating an on-the-ground presence\nto collaborate with customers and partners throughout India’s vibrant and\ngrowing AI ecosystem. The new campus will span three 80 MW buildings at\nAdaniConneX’s Taloja campus. \n\nThe rapid expansion of AI infrastructure underscores the scale and complexity\nof supporting an increasingly compute-intensive global economy. From securing\nreliable power supplies and bringing new data center capacity online to\nentering international markets, industry leaders are pursuing strategies\ndesigned to address growing computational demands. As AI adoption accelerates,\naccess to energy, strategic locations and scalable infrastructure will remain\ncentral to supporting the next phase of industry growth.\n\nFor more information, visit AZIO AI Holdings\n(https://www.globenewswire.com/Tracker?data=Ypo_B_AlFRiqY7KOPe0xqK7fReWIGiEVqnlXNtFQclkgN5FRcMKxxzIfxID6S5Y3wIDVqJq16LI2dtzXFLD4Ddtttjkqz66rI4Kz_Oj_leGZ-HZE-x9-aLNWhTfeBNbB).\n\nAbout AINewsWire\nAINewsWire\n(https://www.globenewswire.com/Tracker?data=PuNoLPFXQysL0XqOPMh4mtMIBH2QYCm5JwM-9ry3MzVZkpUsCbre61bW4elUeyr_xiPha3mJKI_yUeB9esa70w==) (AINW)\nis a specialized communications platform with a focus on the latest\nadvancements in artificial intelligence (“AI”), including the\ntechnologies, trends and trailblazers driving innovation forward. It is one of\n75+ brands within the Dynamic Brand Portfolio\n(https://www.globenewswire.com/Tracker?data=SQUOoeRkTJrMjZr0zDvxbIUOClBdWi3-1l9l1CQivTGFKjFevdFOHtZib-PUUi1uYjcT0oPXWYGhI6M26PyXTxJk2KIXNRQsRSnHhBYb4LbtgWsnWiEI6dY5DhRnrogCmpe6cN-s5R4pDsoMIkVPO1v2XZ2UJHUVvwjQxVpWqRc=) @ IBN\n(https://www.globenewswire.com/Tracker?data=nuKS1QMt9wPeCF7Z_4Pa3FT8YcvyW8bX11Z9rdg5kEOatdZpCtNJH44yxpioI08ST-GzqFKNlTb49I-RTmGTxC0kRgX_GD5ivewZhkPuSoI=) that\ndelivers: (1) access to a vast network of wire solutions via InvestorWire\n(https://www.globenewswire.com/Tracker?data=cENFgMF3Gbem56Dzb1F05Evqi-wOv4X2cWewQApdKA5yXPYiqogV7-moGcQwzwBqOTQIuKRk7hvYm3e_zVOkwmjHXRLDUbfarLRzfeCT5hg=) to\nefficiently and effectively reach a myriad of target markets, demographics and\ndiverse industries; (2) article and editorial syndication to 5,000+ outlets\n(https://www.globenewswire.com/Tracker?data=Kt9FxL4ZQza4YJTv9xthAgcyCIx-CuvMjeKzz-JbBD2EO4Iee4yqJUzzlMo_3qfnnlT9lDhta8bVEb0su0ImEhveSV9O2yQCBjLugieKCQ_TO5BPyifhYtgTChRW0ZqwAarlDzAar-kZ_o0y9Ln7KmmJMhKgGv2tm6D8N1Zg0TK6NdIimsRhsxpdE1wmWMaG1rVPhkoBzXHYSKGzTHajd6bjTe5MIAOXSn5C6XSzv9g=); (3)\npress release enhancement\n(https://www.globenewswire.com/Tracker?data=paq1t7CmkDqdIjxLv9peiaGmfYpQ_lzuix3gQ4wS-7fsICj20JVcD-UJnk6ZzsqhFQrj5y_V91My3Qq7OIxhgSr80jwMtHJfwPRWBEwGJe9pKSB0fOR-0Fx4dvAW2DgEtRur3j_YiyO679KvViaD1jfng7vxoIHcvtnpJtMQTY8Qj39rA77ORRN8Vpwg8CZe) to\nensure maximum impact; (4) social media distribution\n(https://www.globenewswire.com/Tracker?data=m0NIIS9thskEt9xJbP7w0s_y-Pi2-ub8E1ByPuilPKiK6rpw8YnaV0n-p7fUdRcNET_6Dpr2GikXhWdK4lM-G_GlPiOptKnu0JGjgHBJbhsyNhyVe3foOEivpfG1luhs2xqnQoIvQ9R8sdH5SeHSxg==) via\nIBN to millions of social media followers; and (5) a full array of\ntailored corporate communications solutions\n(https://www.globenewswire.com/Tracker?data=e-SpC7wbeMPLB_fOw6wrp7fKpWfG3LnjTnoEg6CWhojqOoJrsH2Dsno_jP-KXl2_DcaaNKxs4MKJ42JLQ9-bm2AakfaWASohZ-qkkWrzTSMy_hGy3TaQC8os6yoj6qzYEx4ygXxhXr_75hwgdKGAsA==).\nWith broad reach and a seasoned team of contributing journalists and writers,\nAINW is uniquely positioned to best serve private and public companies that\nwant to reach a wide audience of investors, influencers, consumers,\njournalists, and the general public. By cutting through the overload of\ninformation in today’s market, AINW brings its clients unparalleled\nrecognition and brand awareness.\n\nAINW is where breaking news, insightful content and actionable information\nconverge.\n\nTo receive SMS alerts from AINewsWire, text “AI” to 888-902-4192 (U.S.\nMobile Phones Only)\n\nFor more information, please visit www.AINewsWire.com\n\nDISCLAIMER: AINewsWire\n(https://www.globenewswire.com/Tracker?data=PuNoLPFXQysL0XqOPMh4mpryeqxaQ-tmOKgkQHsWd4yNX3vcQMOgzFFhxdYRBk9ixK-PpOB7xouR44sCgAOavA==) (AINW)\nis the source of the Article and content set forth above. References to any\nissuer other than the profiled issuer are intended solely to identify industry\nparticipants and do not constitute an endorsement of any issuer and do not\nconstitute a comparison to the profiled issuer. The commentary, views and\nopinions expressed in this release by AINW are solely those of AINW. Readers\nof this Article and content agree that they cannot and will not seek to hold\nliable AINW for any investment decisions by their readers or subscribers. AINW\nis a news dissemination and financial marketing solutions provider and NOT\nregistered broker-dealers/analysts/investment advisers, hold no investment\nlicenses and may NOT sell, offer to sell or offer to buy any security.\n\nThe Article and content related to the profiled company represent the personal\nand subjective views of the Author and are subject to change at any time\nwithout notice. The information provided in the Article and the content has\nbeen obtained from sources which the Author believes to be reliable. However,\nthe Author has not independently verified or otherwise investigated all such\ninformation. None of the Author, AINW, or any of their respective affiliates,\nguarantee the accuracy or completeness of any such information. This Article\nand content are not, and should not be regarded as investment advice or as a\nrecommendation regarding any particular security or course of action; readers\nare strongly urged to speak with their own investment advisor and review all\nof the profiled issuer’s filings made with the Securities and Exchange\nCommission before making any investment decisions and should understand the\nrisks associated with an investment in the profiled issuer’s securities,\nincluding, but not limited to, the complete loss of your investment.\n\nAINW HOLDS NO SHARES OF ANY COMPANY NAMED IN THIS RELEASE.\n\nThis release contains “forward-looking statements” within the meaning of\nSection 27A of the Securities Act of 1933, as amended, and Section 21E of the\nSecurities Exchange Act of 1934, as amended and such forward-looking\nstatements are made pursuant to the safe harbor provisions of the Private\nSecurities Litigation Reform Act of 1995. “Forward-looking statements”\ndescribe future expectations, plans, results, or strategies and are generally\npreceded by words such as “may,” “future,” “plan” or\n“planned,” “will” or “should,” “expected,” “anticipates,”\n“draft,” “eventually,” or “projected.” You are cautioned that such\nstatements are subject to a multitude of risks and uncertainties that could\ncause future circumstances, events, or results to differ materially from those\nprojected in the forward-looking statements, including the risks that actual\nresults may differ materially from those projected in the forward-looking\nstatements as a result of various factors, and other risks identified in a\ncompany’s annual report on Form 10-K or 10-KSB and other filings made by\nsuch company with the Securities and Exchange Commission. You should consider\nthese factors in evaluating the forward-looking statements included herein,\nand not place undue reliance on such statements. The forward-looking\nstatements in this release are made as of the date hereof and AINW undertakes\nno obligation to update such statements.\n\nPlease see full terms of use and disclaimers on the AINewsWire website\napplicable to all content provided by AINW, wherever published or\nre-published:\n\nhttps://www.AINewsWire.com/Disclaimer\n\nAINewsWire\nAustin, Texas\nwww.AINewsWire.com\n512.354.7000 Office\nEditor@AINewsWire.com\n\nAINewsWire is powered by IBN\n(https://www.globenewswire.com/Tracker?data=8vbK82TK7IGN2Y1MqgdzCYDCp1FrGt9mD6rvp2qhXz8G7qi3rdfQMVoeJSAuuCjD7O8sIbb9g81_uB6FOqpyOwLPBF5sT85QwA5BUYJfLuA=)\n\n(https://www.globenewswire.com/NewsRoom/AttachmentNg/45ff7033-6ad2-41ba-bbd1-912eb2907b3e)\n\n\n\nGlobeNewswire, Inc. 2026"},"type":"article","timestamp":"2026-10-14T12:30:00.363177983Z","server_sent_at_ms":1791981000363},"received_at":"2026-10-14T12:30:00.504Z","source_url":null},"analysis":{"id":"157176","press_release_id":"168925","analysis_json":{"industry":{"label":"IT Services","sector":"Information Technology"},"redFlags":["paid promotional editorial (AINewsWire/IBN marketing content), not issuer disclosure","APLD mentioned only in a peer round-up with no new company-specific information","forward-looking revenue projections ($90M-$450M) belong to AZIO AI, not the filer"],"eventType":"other","narrative":"This AINewsWire editorial is paid promotional coverage profiling AZIO AI Holdings and its behind-the-meter Atlas One campus in south Texas; Applied Digital is mentioned only as a fellow AI infrastructure operator.\n\nFor APLD specifically, the only content is a restatement of previously announced news: Ready for Service on the second phase of Building 2 at Polaris Forge 1, bringing operational critical IT load to 250 MW against a 400 MW full-buildout contract.\n\nNo new APLD disclosure, contract, or financial figure appears in the release; investors should treat it as marketing content, not issuer news.","sentiment":"neutral","agentHooks":{"shouldPost":false,"suggestedAngle":"Suppressed promotional content -- APLD is a passing mention in paid AZIO AI editorial with no new information."},"keyFigures":{},"namedEntities":{"people":[{"name":"Jensen Huang","role":"Founder and CEO of NVIDIA"}],"products":["Atlas One","Polaris Forge 1","DSX platform"],"companies":[{"name":"Applied Digital Corporation","ticker":"APLD","relationship":"filer / industry participant mentioned in editorial round-up"},{"name":"AZIO AI Holdings Inc.","ticker":"AZIO","relationship":"profiled issuer"},{"name":"Power Champion Investment Limited","relationship":"AZIO AI's first hosting customer at Atlas One"},{"name":"IREN Ltd.","ticker":"IREN","relationship":"industry participant mentioned"},{"name":"Cipher Digital Inc.","ticker":"CIFR","relationship":"industry participant mentioned"},{"name":"CoreWeave Inc.","ticker":"CRWV","relationship":"industry participant mentioned"},{"name":"NVIDIA","relationship":"industry participant mentioned"},{"name":"Goldman Sachs","relationship":"research source cited"},{"name":"International Energy Agency","relationship":"source cited"}],"dollarAmounts":[{"amount":"$1.5 million","context":"projected monthly capacity reservation charges under AZIO AI's hosting agreement"},{"amount":"$90 million","context":"estimated 60-month value of initial 10 MW hosting agreement"},{"amount":"$450 million","context":"estimated 60-month value if expansion option to 50 MW is fully exercised"}]},"materialImpact":{"score":1,"reasoning":"This is paid editorial coverage from AINewsWire profiling AZIO AI Holdings; Applied Digital (APLD) is mentioned only as an industry participant in a round-up of AI infrastructure news. 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