Applied Digital: Riding the Neocloud Wave
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Show Notes
Applied Digital: The Powerhouse Behind AIs Neocloud Supercycle - Applied Digital is at the forefront of the AI boom, constructing high-powered data centers in North Dakota and a southern state to meet surging demand. With CoreWeave and other major players leasing out significant portions, Applied Digital is poised to deliver over one billion dollars in net operating income within five years, backed by a robust pipeline of four point three gigawatts. As AI data center power needs are predicted to skyrocket, Applied Digital is well-positioned to ride this wave and deliver real value in the infrastructure game.
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