Applied Digital Beats Q4 Estimates as $20 Billion AI Data Center Leases Drive Explosive Growth
Total contracted load hits 1.4 GW.
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Morgan Stanley Says “Buy the Dip” – RIOT, HUT, APLD
Morgan Stanley initiates coverage on RIOT, HUT & APLD with strong price targets. See massive upside potential of up to +139% as Bitcoin miners turn into AI power providers.
Applied Digital Lands Massive 210 MW Lease at Delta Forge 2 – Now Running Five AI Factory Campuses
Applied Digital just signed a major 210 MW 15-year lease with a top U.S. hyperscaler at its fifth AI Factory campus, Delta Forge 2. Total contracted revenue now hits ~$36B.
Applied Digital Hits Major Milestone: Surpasses 1 GW Contracted Capacity with $7.5B Hyperscaler Lease at Polaris Forge 3
Applied Digital passes 1GW AI data center deals, signs long lease with hyperscaler, $31B revenue secured, big expansion ahead.
Applied Digital Shares Surge as New U.S. Hyperscaler Signs $7.5B, 15-Year Lease
Applied Digital stock jumps on a $7.5B AI data center deal, boosting total contracts to $23B and securing long-term growth.
Applied Digital Revenue More Than Doubles to $126.6M in Q3 as AI Demand Explodes
Applied Digital revenue more than doubled on AI demand, beat expectations, and is rapidly expanding data centers despite reported losses.