Key Takeaways A 15-year, $7B CoreWeave contract anchors APLD's expansion with 250MW capacity at its North Dakota site.VRT's buyout of Great Lakes and partnerships with CoreWeave and Oklo enhance its AI data center offerings.Global data center capex is projected to witness a 21% CAGR through 2029, benefiting both APLD and VRT.Applied Digital (APLD) and Vertiv Holdings (VRT) operate at the core of the digital infrastructure build-out, serving the surging demand for data center capacity fueled by AI, cloud com ...