Company Overview:
Applied Digital
APLD is an AI and high-performance computing (HPC) infrastructure leader building next-gen data centers purpose-built for GPU computing, AI workloads, and digital assets. It’s positioning itself in the center of the AI infrastructure supercycle.
Key Catalysts:
Transformational Hyperscaler Deal:
Secured a $5B, 15-year lease with a top U.S. hyperscaler for 200 MW at its Polaris Forge 2 campus.
This places APLD among elite U.S. data center operators and locks in long-duration, recurring revenue.
Polaris Forge Build-Out:
Phase 1 (50 MW) at Polaris Forge Building 1 is Ready for Service (RFS).
Full 100 MW online by Q4 2025, with another 150 MW in development — pushing the company toward its 1 GW portfolio goal.
AI “Neo Cloud” Tailwind via CoreWeave:
A deeper CoreWeave partnership boosts utilization of APLD’s AI infrastructure and gives access to the fast-growing AI-specialized cloud market, where demand is outpacing legacy cloud capacity.
Strategic Positioning:
Purpose-built, power-efficient campuses
Aligned with massive AI GPU demand
Long-term contracted cash flows
Investment Outlook:
Bullish above: $27.00–$28.00
Target: $50.00–$52.00
Driven by contracted hyperscaler revenue, rapid MW ramp, and exposure to AI compute scarcity.
📢 APLD — building the power layer of the AI era. ⚡🏗️
Applied Digital
APLD is an AI and high-performance computing (HPC) infrastructure leader building next-gen data centers purpose-built for GPU computing, AI workloads, and digital assets. It’s positioning itself in the center of the AI infrastructure supercycle.Key Catalysts:
Transformational Hyperscaler Deal:
Secured a $5B, 15-year lease with a top U.S. hyperscaler for 200 MW at its Polaris Forge 2 campus.
This places APLD among elite U.S. data center operators and locks in long-duration, recurring revenue.
Polaris Forge Build-Out:
Phase 1 (50 MW) at Polaris Forge Building 1 is Ready for Service (RFS).
Full 100 MW online by Q4 2025, with another 150 MW in development — pushing the company toward its 1 GW portfolio goal.
AI “Neo Cloud” Tailwind via CoreWeave:
A deeper CoreWeave partnership boosts utilization of APLD’s AI infrastructure and gives access to the fast-growing AI-specialized cloud market, where demand is outpacing legacy cloud capacity.
Strategic Positioning:
Purpose-built, power-efficient campuses
Aligned with massive AI GPU demand
Long-term contracted cash flows
Investment Outlook:
Bullish above: $27.00–$28.00
Target: $50.00–$52.00
Driven by contracted hyperscaler revenue, rapid MW ramp, and exposure to AI compute scarcity.
📢 APLD — building the power layer of the AI era. ⚡🏗️
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免責事項
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.