Applied Digital Corporation
APLD · Technology
$24.29
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Applied Digital vs. IREN: Evaluating the Better Artificial Intelligence Stock to Buy for 2026
The article compares two AI infrastructure companies: Applied Digital (APLD), which designs next-generation data centers for AI workloads, and IREN (IREN), which is transitioning from crypto mining to AI cloud services. While Applied Digital has lower valuation multiples, IREN offers lower leverage (1.9x vs 2.9x debt-to-equity), vertical integration, and renewable energy advantages. The author recommends IREN despite both companies facing significant capital requirements and operational risks.
United States Data Center Colocation Market Outlook & Forecast 2026-2031 | Renewable Energy Gains Ground Across U.S. Colocation Facilities
The U.S. data center colocation market is projected to grow from $43.71 billion in 2025 to $85.18 billion by 2031 at an 11.76% CAGR, driven by AI adoption, cloud computing, hyperscale expansion, and renewable energy initiatives. The Southeastern U.S. leads investment with over $15 billion in 2025, followed by the Southwest. Major operators are deploying liquid-cooling technologies and high-density infrastructure to support GPU-intensive AI workloads.
This $30 Stock Could Be Primed for a Breakout
Applied Digital (APLD), an AI data center company trading near $30, shows impressive 407% revenue growth but remains unprofitable. While the company benefits from surging AI demand with projected 127% revenue growth in FY 2028, its lack of profitability and high valuation of 13x sales present significant risks. The stock's performance is heavily tied to AI market sentiment, making it volatile and potentially riskier than other AI investments.
Applied Digital vs. TeraWulf: Which AI Data Center Stock Is the Better Buy?
Applied Digital and TeraWulf are competing AI data center stocks benefiting from the AI boom. Applied Digital has more contracted power capacity (1.4 gigawatts vs. 839 megawatts), a larger pipeline (3 gigawatts vs. 2.1 gigawatts), higher revenue, and lower losses. Despite these advantages, both companies have similar market caps (~$7.8-7.9 billion), making Applied Digital the better value pick for investors.
Applied Digital Has $36 Billion Today. $86 Billion Could Be Next.
Applied Digital currently has approximately $36 billion in contracted lease revenue, with renewal options potentially pushing that figure to $86 billion. The article examines whether the company's AI Factory model, power access, and customer retention create a sustainable competitive advantage.