APLD

1 claims

guest analyst (SemiAnalysis) 19:03
Signed data-center leasing exceeds $1T, and crypto-miner backlogs at Applied Digital and Core Scientific are now in the tens of billions of dollars.
APLD CORZ novelty 2/3 · verifiable 2/3
SemiAnalysis · Ep. 039 - [EMERGENCY] Our Numbers Are "Insane." Here's the Proof. (Datacenters) | Jeremie Ontiveros, Reyk Knuhtsen, Jordan Nanos · 2026-10-20 · 2026-10-17-weekly