Applied Digital Corporation (APLD) AnalysisCompany Overview:
Applied Digital NASDAQ: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. ⚡🏗️
