ABB and BASX supply chain partners
Company: Applied Digital
The claim, verbatim
ABB (electrical) and BASX (mechanical/cooling) named as AI Factory standard supply chain partners under long-term agreements across a 1 GW+ pipeline.
Source (primary)
Investor Presentation (IR page (ir.applieddigital.com), ir_presentation)
View cached copy (2026-10-06)Live source ↗Archive.org ↗
Quote: “Electrical ABB Power density, reliability, and repeatable deployment across campuses ... Mechanical / Cooling BASX Advanced cooling systems for high-density AI workloads”
How we checked this
Checked on October 7, 2026. The cited source supports every part of this claim.
The 'AI Factory Standard Supply Chain Partnership' slide names ABB (electrical) and BASX (mechanical/cooling). The same slide describes long-term agreements with key suppliers across a 1 GW+ pipeline.
Confirmed in the source:
- ABB is named as the electrical partner in the AI Factory standard supply chain
- BASX is named as the mechanical/cooling partner in the AI Factory standard supply chain
- The supply chain slide cites long-term agreements with key suppliers and bulk purchasing across a 1 GW+ pipeline
What we did: Read our cached copy of IR page (ir.applieddigital.com) (https://ir.applieddigital.com/_assets/_2ca3a6fc58e47f662a7c51ed55b80806/appliedblockchaininc/db/2905/27269/pdf/APLD_INV_June2026_Updated-compressed.pdf) in full (47,679 characters, retrieved October 6, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Investor Presentation
Quote: “Electrical ABB Power density, reliability, and repeatable deployment across campuses ... Mechanical / Cooling BASX Advanced cooling systems for high-density AI workloads”