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Applied Digital posts quarterly results as AI infrastructure demand stays mixed
Applied Digital’s earnings show steady AI infrastructure demand, though profitability concerns and capital intensity continue to weigh on investor sentiment.
Applied Digital reported its latest quarterly results, reflecting continued demand for AI and high-performance computing infrastructure alongside cost and execution challenges. The company highlighted progress on data center expansion and customer onboarding, but investors remain cautious on near term profitability and capital expenditure intensity. Market reaction underscores broader uncertainty around AI infrastructure plays as funding conditions tighten and customers prioritize efficiency over rapid scale.