<p><strong>Applied Digital Corp</strong>（纳斯达克代码：APLD）在人工智能数据中心竞争中签署了迄今为止最大的产能扩展协议之一。</p>
<p>首席执行官 <strong>Wes Cummins</strong> 在 Applied 最新的财报电话会议上确认，公司与 <strong>CoreWeave Inc</strong>（纳斯达克代码：CRWV）扩展了长期租约，增至 400 兆瓦，使合同总价值约为 110 亿美元。</p>
<ul>
<li><strong>在此跟踪 APLD 股票。</strong></li>
</ul>
<h2>700 兆瓦在建</h2>
<p>Cummins 告诉投资者，Applied Digital 目前有 “700 兆瓦在建”。公司还大幅缩短了建设周期。</p>
<p>他说：“我们已经将建设时间缩短到 12 到 14 个月，而之前是 24 个月，这是一个重要的步骤。” 他指出，速度优势帮助 Applied 比传统开发商更快地抓住机会。</p>
<p>此次扩展包括公司旗舰项目 Polaris Forge 园区的额外产能。下一阶段——Polaris Forge Two——已经在开发中，预计第一栋建筑将在 2026 年底上线，全面规模将在 2027 年达到。</p>
<p><strong>另请阅读：Applied Digital（APLD）股票周五飙升：发生了什么？</strong></p>
<h2>电力机会涌现</h2>
<p>Cummins 表示，公司正 “被电力机会淹没”。最近几周，Applied 看到超过 50 个不同的地点，Cummins 称之为 “对电力和土地的大规模争夺”。</p>
<p>CoreWeave 的交易预计将为公司在建设额外项目时增加稳定的经常性收入基础。这些租约以及在建项目，应该支持大约 5 亿美元的年净运营收入。</p>
<p>Cummins 补充说，Applied 预计在五年内实现 10 亿美元的净运营收入跑道目标。</p>
<ul>
<li><strong>为什么这位 Applied Digital 分析师将目标价翻倍</strong></li>
</ul>
<p><em>图片来源：Shutterstock</em></p>

CRWV

APLD

<p>Applied Digital Corp（纳斯达克代码：APLD）已与 CoreWeave Inc（纳斯达克代码：CRWV）扩大租赁协议至 400 兆瓦，价值约为 110 亿美元。首席执行官 Wes Cummins 在财报电话会议上宣布了这一消息，强调公司目前有 700 兆瓦在建，并已将建设时间缩短至 12-14 个月。扩展项目包括 Polaris Forge 园区，预计到 2027 年全面投入使用。该交易预计将产生可观的经常性收入，支持预计年净营业收入为 5 亿美元，目标是在五年内达到 10 亿美元</p>

<p><strong>Applied Digital Corp</strong> (NASDAQ:APLD) has inked one of the biggest capacity expansions yet in the AI data center race.</p>
<div class="lb-trans"><p><strong>Applied Digital Corp</strong>（纳斯达克代码：APLD）在人工智能数据中心竞争中签署了迄今为止最大的产能扩展协议之一。</p>
</div><p>Chief Executive <strong>Wes Cummins</strong> confirmed during Applied's latest earnings call that the company expanded its long-term lease with <strong>CoreWeave Inc</strong> (NASDAQ:CRWV) to 400 megawatts, bringing the total contract value to approximately $11 billion.</p>
<div class="lb-trans"><p>首席执行官 <strong>Wes Cummins</strong> 在 Applied 最新的财报电话会议上确认，公司与 <strong>CoreWeave Inc</strong>（纳斯达克代码：CRWV）扩展了长期租约，增至 400 兆瓦，使合同总价值约为 110 亿美元。</p>
</div><ul>
<li><strong>Track APLD stock here.</strong></li>
</ul>
<div class="lb-trans"><ul>
<li><strong>在此跟踪 APLD 股票。</strong></li>
</ul>
</div><h2>700 Megawatts Under Construction</h2>
<div class="lb-trans"><h2>700 兆瓦在建</h2>
</div><p>Applied Digital currently has “700 megawatts under construction,” Cummins told investors. The company has also shortened its construction cycle dramatically.</p>
<div class="lb-trans"><p>Cummins 告诉投资者，Applied Digital 目前有 “700 兆瓦在建”。公司还大幅缩短了建设周期。</p>
</div><p>&#34;We’ve been able to shorten our construction timeline to twelve to fourteen months from twenty-four months, which was an important step,&#34; he added, noting that the speed advantage is helping Applied capture opportunities faster than traditional developers.</p>
<div class="lb-trans"><p>他说：“我们已经将建设时间缩短到 12 到 14 个月，而之前是 24 个月，这是一个重要的步骤。” 他指出，速度优势帮助 Applied 比传统开发商更快地抓住机会。</p>
</div><p>The expansion includes additional capacity at the company's flagship Polaris Forge campus. The next phase — Polaris Forge Two — is already under development, with the first building expected online in late 2026 and full scale reached by 2027.</p>
<div class="lb-trans"><p>此次扩展包括公司旗舰项目 Polaris Forge 园区的额外产能。下一阶段——Polaris Forge Two——已经在开发中，预计第一栋建筑将在 2026 年底上线，全面规模将在 2027 年达到。</p>
</div><p><strong>Read Also: Applied Digital (APLD) Stock Is Surging Friday: What’s Going On?</strong></p>
<div class="lb-trans"><p><strong>另请阅读：Applied Digital（APLD）股票周五飙升：发生了什么？</strong></p>
</div><h2>Flooded With Power Opportunities</h2>
<div class="lb-trans"><h2>电力机会涌现</h2>
</div><p>Cummins said the company is “getting flooded with power opportunities.” In recent weeks, Applied has seen over 50 different sites in what Cummins calls a “big grab for power and for land.”</p>
<div class="lb-trans"><p>Cummins 表示，公司正 “被电力机会淹没”。最近几周，Applied 看到超过 50 个不同的地点，Cummins 称之为 “对电力和土地的大规模争夺”。</p>
</div><p>The CoreWeave deal is expected to add a stable base of recurring revenue as the company builds out additional projects. These leases, along with what's under construction, should support roughly half a billion dollars in annual net operating income.</p>
<div class="lb-trans"><p>CoreWeave 的交易预计将为公司在建设额外项目时增加稳定的经常性收入基础。这些租约以及在建项目，应该支持大约 5 亿美元的年净运营收入。</p>
</div><p>Applied expects to reach its stated goal of $1 billion of NOI run rate within five years, Cummins added.</p>
<div class="lb-trans"><p>Cummins 补充说，Applied 预计在五年内实现 10 亿美元的净运营收入跑道目标。</p>
</div><ul>
<li><strong>Why This Applied Digital Analyst Doubles Price Target</strong></li>
</ul>
<div class="lb-trans"><ul>
<li><strong>为什么这位 Applied Digital 分析师将目标价翻倍</strong></li>
</ul>
</div><p><em>Image: Shutterstock</em></p>
<div class="lb-trans"><p><em>图片来源：Shutterstock</em></p>
</div>

Applied Digital 的 CoreWeave 交易刚刚成为一项价值 110 亿美元的 AI 强力布局