Data Centers as a Bottleneck. Revenue Doubling in Q2 is Just a Preview
If the operational ramp-up of the projects succeeds, I consider a breakout towards the mid-30 USD zone and beyond to be realistic.
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Applied Digital (APLD) has transformed from a Bitcoin miner to an operator of high-performance computing and AI data centers. The business model is clearly infrastructure-heavy: the company designs, builds, and operates specialized data centers and leases capacities long-term to hyperscalers and AI-related clients. Scalability is achieved through standardized, modular designs and long-term lease contracts. The structural advantage lies in access to power, space, and cooling – the central bottlenecks in the AI era. Operationally, there is strong...
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