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Smart Score
Above averageWe are a U.S.-based designer, developer, owner, and operator of large-scale, purpose-built data centers engineered to support high-performance computing (“HPC”) workloads, including artificial intelligence (“AI”), machine learning, and other accelerated-compute applications. We design, build, and operate high-performance, sustainably engineered data centers—which we refer to as AI factories—and deliver that capacity to investment-grade hyperscalers and other leading compute customers under long-term lease and hosting arrangements.
In the company’s own words · 10-K filed Jul 29, 2026 · SEC EDGAR
Business segments
Q1 2026 · $126.6MThe company’s own SEC segment disclosure.
- HPC Hosting Business$71.0M56%
- Data Center Hosting Business$37.5M30%
- Cloud Services Business$18.1M14%
Applied Digital Corporation (APLD) reported revenue of $127M in Q3 2026 (quarter ended February 28, 2026), up 139% from the same quarter a year earlier. That came with a gross margin of 42% and net loss of $71M. For the full year FY2025, revenue was $144M (+5.5% year on year) and net income −$231M. Its largest segment in 2026-Q1 was HPC Hosting Business at $71M, 56% of the disclosed total, just ahead of Data Center Hosting Business at 30%.
Raw charts
10 series · TTMAs reported to the SEC, without any scoring.
Information Technology Services
Ranks #18 of 37 by Smart Score