AI infrastructure renunciation or overhide stock?

Applicable Digital Inc. Salt: Upad Designates and runs data-created artificial intelligence (AI) data centers. The computer and technology sector company actually provided Crykuching Mining Hosting Services as Blocksin has been appointed for one of the largest bitcoin miners, Mara Holdings Inc. NASTAK: Mara. In 2022, apply a strategic daughter applied to a strategic daughter to which the Hosting Fake Intelligence (AIPC) change the names to focus on workload and infrastructure.

II’s Dat Center Buildout broke digital stock before the Hype of Rands, but the company’s results have not been to the hypoly. Let’s explore whether the resistance is a substance and is an opportunity or falling knife to avoid this probes.

The difference between traditional data centers and AIA data centers

Let’s select the AI ​​data center buzz in the symptom. Data centers are not new; He has become dough for decades, but the data center centers have been designed to handle the artificial intelligence (AIE) and high-performance computing (HPC) to handle the weight of the workload. Traditional servers can be powered by 200 watt power.

However, the AI ​​server operating Nvidia company Saltak: NVDA GPU can consume electricity of 10 kWs (7x more). The power of future sucites will need more electricity to Ruben to Ruben. It is the heat with more power, in which more liquid cooling will need to stop chips from melting.

Ai’s data centers are specially ready to store minimum power capacity and low liquid coularits, as well as low-latency networking interchangeters and state-off-art storage as well.

To support the next time and generation centers, Maxuri assets management will invest (I) 5 billion capital, 2 gau of capacity.

Hypercallers are driving an increase of AI data center

The largest precision of AI’s data centers are hypercolr.

Meta Platform Place. NASTAK: Mata In the Capix expenditure (Capex) to spend 62.5 billion and a 2GW + data center campus build the size of the manhattan in Luciana. Is meta 27 Global Data Center.

Microsoft Company. Saltak: MST To support its an approved infrastructure and development, the billion has to spend 80 billion in the capax.

Amazon.com Inc. Saltak: Emmen, Alphabet Inc. NASTAK: GoogleAnd Oracle company Nyse: Orcl Do more AI data center capability to manage all cloud services.

Applicable digital is on track for its aldalall campus

When they have been in technical discussions with the US-based hyproscies, digital has not officially reported special hyperroler customers officially due to privacy concerns. In their informal customers, “, together includes ai, spring mud, including a mara, joint, and a number of Crypo, and the Hashing LLC. The company broke land in 369,000 square-foot HPC facility in his first 100 MW Aldrelal, North DakotaFor AI / HPC Workloads.

The first building is coming online in its alderilaalen campus. Have been planned to become two other buildings. The company keeps it “Talks with multiple US-based hyperclars“For the capacity of 400 MW for lease.

Rit Transiring Company after the Art Clouding Out Of Clouds

Applied Digital damaged 8 cents of the financial third quarter 2025 per share (EPS) beat by 2 cents. Raulie is 22.1% of the year-over-year (yoy) to £ 52.9 million, which lacks 64.82 million consent. Earning earned earnings before interest, taxes, decline, and agita) were 10 million. The company planned to sell the business of their cloud services and consider making changes to a reite.

Using the product of the implemented digital also, Sumtanomo stopped some 375 million to restore their responsibilities for the Majori Pradesy Note for the Majori Pradesy note (SMBC). The data center hosting business in the quarter 7% * 35.2 million, below 7% *.

Cloud Services Business made 220% yoy. Remember that this is the business that planning to sell.

Great sports plan, stopped execution: A waiting-and performance-I position

The applicable digital stock fell Going to earn, in which a floor can be helped in the price of stock. Of management To host HPC from Crypto Mining Hosting in 2022 Because they depend on both GPU. The cryptu was one of the first to build a strategic pvot from the Pivot.

The companies like Core scientific ink. NASTAK: Corers After the bankruptcy later emerged later in 2024. However, The strategy applied to digital applied.

Core scientists have grown in the AIA Data Center operator and has grown in 12 years of IPC hosting Core Wave Inc. NAST: CRUV In More than one year Emerge from bankruptcy, While The applied digital started exploring the idea almost three years ago And there is still no major hyperkers customer name / closure but also continues to mount “conversations” with many US-based hyackers.

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