TendieTensor TendieTensor
You’re browsing as
Guest
Free Preview
Sign in/sign up to unlock all features.

News  ›  The Motley Fool

Applied Digital Is Building the Compute Power That AI Needs. Could the Stock Surge Next?

The Motley Fool Logo The Motley Fool By Marc Guberti
Applied Digital Is Building the Compute Power That AI Needs. Could the Stock Surge Next?

Applied Digital is positioned to capitalize on the AI infrastructure boom by providing specialized data center capacity for power-intensive AI workloads. With a 4-gigawatt pipeline and an $11 billion CoreWeave contract, the company could generate billions in annual recurring revenue as major tech companies invest heavily in AI deployment. Applied Digital's ability to deliver projects on time and on budget positions it as a trusted partner for future deals with tech giants.

Insights
CRDF   neutral

Developing pan-KRAS strategy with onvansertib, planning Phase III trial with potential registrational intent


APLD   positive

Company is well-positioned in the AI infrastructure boom with a 4-gigawatt pipeline, proven execution on projects, and an $11 billion CoreWeave contract. Strong competitive advantage over peers and potential for significant revenue growth as tech companies scale AI investments.