Applied Digital
Applied Digital is a challenger in the AI & Data Center segment of the semiconductor & AI supply chain, headquartered in United States. Its key suppliers include NVIDIA, Dell Technologies, Super Micro Computer. Its key customers include Amazon (Annapurna Labs), Microsoft, Alphabet (Google).
AI data-center developer and GPU cloud (HPC hosting) provider.
- Ticker
- NASDAQ: APLD
- Headquarters
- United States
- Revenue
- $611M (FY2026) · +323.9% YoY
- Net income
- $-184M
- Operating margin
- -38.7%
- Market position
- challenger
- Value-chain segment
- Data Center Operators (Colo), GPU Clouds (Neoclouds)
- Key products
- GPU cloud compute (Sai Computing), build-to-suit data centers
About Applied Digital
Applied Digital, headquartered in United States, operates in the Data Center Operators (Colo) and GPU Clouds (Neoclouds) segments of the semiconductor & AI supply chain and is positioned as a market challenger there. Its key products include GPU cloud compute (Sai Computing), build-to-suit data centers. wafergraph maps 7 tracked suppliers and 5 tracked customers for Applied Digital across the value chain. It has a supply-chain criticality score of 7/100, with 19 companies downstream of it.
Key products
- GPU cloud compute (Sai Computing)
- build-to-suit data centers
Suppliers
Customers
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Sources
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