Jul. 18 at 10:06 AM
$APLD $11.37 +0.46. *DAC (dollar average cost includes partial SELLS at a profit to reduce net cost to
$3.99). EXIT
$20.00.
OVERVIEW: As artificial intelligence reshapes global computing demand, infrastructure providers like Applied Digital APLD and
$CRWV are emerging as key enablers of the AI economy. Both companies have made strategic pivots from legacy models — crypto mining and generalized hosting — to focus on high-performance computing (
$HPE) and AI-optimized data centers. In doing so, they’ve positioned themselves at the heart of surging enterprise and hyperscaler demand for GPU-powered infrastructure.
$CRWV has scaled rapidly into a multi-hundred-million-dollar business with deep NVIDIA integration and a large network of data centers, Applied Digital is steadily building its AI footprint with targeted deployments and long-term client agreements. The following analysis examines their recent earnings and strategies for sustaining growth in an increasingly AI-driven landscape.
