Key Takeaways APLD invests $15M in Corintis cooling tech and secures $1.5B Babcock deal for 1 GW power by 2028.Dedicated power and advanced cooling may accelerate lease starts, but execution risks remain elevated.APLD's Data Center Hosting revenues hit $41.6M in fiscal Q2, up 15% YoY on reliable power delivery.Applied Digital (APLD) is addressing two core constraints in AI infrastructure development, power availability and thermal management, through targeted investments in cooling and energy solutions. APL ...