2026-01-08 22:24:49

Applied Digital and Siemens Energy have finalized their collaboration. This time, it's not just a vague "strategic signing," but real equipment orders — the steam turbine generator sets have officially confirmed the supplier.

Stop listening to all the narratives; these kinds of news are piling up. What's the key? **Core hardware has gone from drawings to orders**. The power supply plan for AI data centers is no longer just conceptual; it’s a tangible project with specific equipment, suppliers, and delivery dates. This means the entire infrastructure construction has entered the actual implementation stage.

In the current race for data centers, being able to finalize energy-side solutions indicates that the project progress is not just show — it’s real engineering advancement.

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LayoffMiner

· 01-08 22:54

Really? Is it finally settled this time? The previous batch of signings didn't have much movement. Hardware orders coming through makes a real difference. Just talking without action is indeed pointless. Once the energy sector is sorted out, infrastructure can keep up. Otherwise, it's all just talk.

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BanklessAtHeart

· 01-08 22:41

From paper to order, this is real progress Finally, someone has punctured the virtual shell, it's not just another PR show The energy side being stuck is the real bottleneck; their willingness to place orders now shows they have a clear understanding Let's wait and see how they fulfill the delivery schedule If this round doesn't get delayed, we really need to change our perspective

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SerumSqueezer

· 01-08 22:32

Finally, there are real orders, not just armchair strategizing. Hardware orders are the true progress; everything else is just storytelling. Power supply bottleneck—only when this is solved will it be impressive. It's Siemens again; this guy really has some skills on the energy side. In the data center arms race, no matter how powerful the computing power, if the power supply can't keep up, it's all for nothing.

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CoffeeNFTrader

· 01-08 22:29

Alright, finally seeing real orders with actual cash, not just empty marketing copy. From paper to actual supply, now that's progress. All those daily hype about partnerships are just clouds. Has the energy bottleneck problem truly been solved? Only then does the data center have a real chance. Real hardware orders >> all strategic agreements, it's that simple. This time is different. Siemens directly providing equipment shows that the funds are already in place. Having the entire industry chain run smoothly is more valuable than any press release.

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