The digital applied action (APLD) was on a solid race, raising 130% in just three months and reaching a new more than 52 weeks of $ 16.92 on August 18. In addition, APLD shares are up approximately 280% in the past year, thanks to its exposure to rapidly growing segments in technology, including High-Performance Computing (HPC) and artificial intelligence (AI).
Applied Digital develops and operates the infrastructure of the new generation data center across North America. While the company initially gained ground by providing infrastructure services for the exploitation of Crypto, a company which still explains its current income base, the company has extended to larger and more lucrative opportunities.
Where Digital Applied attracts attention today, it is in its HPC and IA infrastructure activity. The company builds an AI campus focused on Ellendale, in the Dakota of the North, known as the Polaris Forge. The construction is already underway on two massive data centers, one with 100 megawatts (MW) of capacity and another with 150 MW. With a third planned installation of 150 MW, they will include the Polaris Forge 1. Campus. These data centers are designed specifically for high power GPU workloads, which makes them well suited to meet the requests for new generation AI applications.
In particular, a large part of the recent excitement concerning APLD actions is the plan of the company for Polaris Forge 2, an AI factory of $ 3 billion and 280 MW near Harwood, Dakota from the North. The project should inaugurate in September 2025, the initial capacity that went online in 2026 and the complete construction scheduled for the beginning of 2027. The campus could extend far beyond its initial 280 MW, positioning the company as a long-term leader in AI infrastructure. Thanks to the announcement, the APLD action closed approximately 16% higher on August 18.
The digital action applied has also obtained a significant boost from another announcement of milestones, a 15 -year rental agreement with Coreweave (CRWV). Under the agreement, Applied Digital will provide 250 MW of the IT office of its Ellendale campus, a commitment planned to generate about $ 7 billion in revenue during the life of the contract. With reliable and long -term cash flows guaranteed, Risk’s partnership applied digital growth trajectory and strengthens its position in the AI and HPC infrastructure space.
