<h2>关键要点</h2>
<ul>
<li>CoreWeave 的 668 亿美元未完成订单展示了其对长期服务需求的强大可见性。</li>
<li>Applied Digital 的长期租赁合同提供了稳定和可预测的收入。</li>
<li>我们更看好的 10 只股票 ›</li>
</ul>
<p>人工智能 (AI) 的支出仍在以爆炸性的速度增长。一个明显的迹象是，<strong>Nvidia</strong> 首席执行官黄仁勋上周表示，该公司现在预计仅从其 Blackwell 和 Rubin 架构中，在 2025 年至 2027 年期间将产生超过 1 万亿美元的 AI 芯片收入。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg2MDMzMC9wcm9mZXNzaW9uYWxzX3N0dWR5aW5nX3RlY2huaWNhbF9jaGFydHNfb25fZGVza3RvcF9tb25pdG9yLmpwZwI2dz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg2MDMzMC9wcm9mZXNzaW9uYWxzX3N0dWR5aW5nX3RlY2huaWNhbF9jaGFydHNfb25fZGVza3RvcF9tb25pdG9yLmpwZwI2dz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<p><em><strong>人工智能会创造出世界上第一个万亿富翁吗？</strong> 我们的团队刚刚发布了一份关于一家鲜为人知的公司报告，该公司被称为 “不可或缺的垄断”，提供 Nvidia 和 Intel 都需要的关键技术。<strong>继续 »</strong></em></p>
<p>随着公司竞相采用 AI，对数据中心容量、电力和专业基础设施的需求也在激增。<strong>CoreWeave</strong>（纳斯达克：CRWV）和 <strong>Applied Digital</strong>（纳斯达克：APLD）都处于有利位置，可以从这一趋势中受益，尽管它们的商业模式不同。CoreWeave 主要在数据中心内租赁和运营 AI 云基础设施，而 Applied Digital 则建设并租赁数据中心。</p>
<p>但这两只成长股中，哪一只更有可能为股东创造长期财富呢？</p>
<h2>CoreWeave</h2>
<p>CoreWeave 已成为突出的 AI 云服务提供商之一。与传统云服务提供商不同，它提供专门为 AI 工作负载构建和优化的基础设施。</p>
<p>该公司的近期财务表现令人印象深刻。到 2025 年，收入激增 168%，超过 51 亿美元。CoreWeave 还以 668 亿美元的合同未完成订单结束了这一年，为未来几年的收入提供了强大的可见性。它今年将上线的大部分新容量已经分配，预计这些合同将在容量上线时开始产生收入。</p>
<p>CoreWeave 还以惊人的速度获取客户。在第四季度，该公司新增的长期客户几乎是其最佳前几季度的两倍。与 CoreWeave 每年消费至少 100 万美元的客户数量在 2025 年也增加了近 150%。</p>
<p>该公司还在多样化其客户基础，现在包括超大规模企业、AI 原生公司和大型企业。不同 GPU 代际的定价基本保持稳定，表明强劲的需求和供应限制支持了公司的定价能力。</p>
<p>CoreWeave 继续快速扩展其 AI 基础设施，以满足激增的需求。到 2025 年底，该公司在 43 个数据中心的活跃电力超过 850 兆瓦。预计到 2026 年底将达到超过 1.7 吉瓦的活跃电力。它还有超过 3.1 吉瓦的合同容量，几乎所有容量预计将在 2027 年之前上线。这些合同容量突显了 CoreWeave 的未来收入潜力。</p>
<p>然而，仍然存在明显的风险。CoreWeave 预计在 2026 年将支出 300 亿至 350 亿美元的资本支出，并在 2025 财年支出 149 亿美元。虽然这种投资水平可能带来可观的长期收益，但也会带来短期挑战，如利润压缩和债务增加。</p>
<h2>Applied Digital</h2>
<p>Applied Digital 的业务不太直接销售云计算容量，而是拥有支撑其的物理基础设施。该公司建设大型高性能数据中心，并根据长期协议将其租赁给超大规模企业。</p>
<p>Applied Digital 正在开发一个 400 兆瓦的数据中心园区，作为其 Polaris Forge 1 设施的一部分租赁给 CoreWeave。预计该园区在 15 年内将产生约 110 亿美元的租赁收入，预计到 2027 年底全面建成。首批 100 兆瓦的基础设施已经投入运营，并开始产生租赁收入。该公司还与一家美国投资级超大规模企业签署了另一份为期 15 年、价值 50 亿美元的租赁协议，涉及 Polaris Forge 2 园区的 200 兆瓦容量。因此，该公司总共签署了 600 兆瓦的容量，预计租赁收入约为 160 亿美元。</p>
<p>Applied Digital 正在早期阶段实现其基础设施的货币化。在其 2026 财年第二季度（截至 2025 年 11 月 30 日），收入同比激增 250%，达到 1.266 亿美元，主要受初始租赁收入和租户装修服务付款的推动。然而，由于持续投资，该公司报告了约 3120 万美元的净亏损。</p>
<p>管理层现在预计，在接下来的 18 到 24 个月内，随着新园区的上线，租赁收入将实现显著增长。因此，未来有明显的增长空间。</p>
<p>然而，Applied Digital 也面临执行风险和客户集中风险。完成其大型园区的任何延迟或与其有限数量的超大规模客户的任何挑战都可能对公司的股价产生负面影响。</p>
<h2>哪只股票可能让你更富有？</h2>
<p>分析师预计 CoreWeave 的收入将在 2026 年增长近 142.5%，达到 124 亿美元，并在 2027 年同比增长近 86%，达到 231 亿美元。该公司目前的市盈率为 8.5 倍，考虑到其多年的增长预期，这一估值相对适中。如果 CoreWeave 能够实现这些预测，股票在未来几年内合理地翻倍，即使它继续以当前的估值水平交易。然而，这些回报在很大程度上依赖于公司的执行和融资能力。</p>
<p>分析师预计，Applied Digital 的收入将在 2026 财年（将于 5 月 31 日结束）同比增长约 61%，达到 3.46 亿美元，并在 2027 财年同比增长 54.5%，达到 5.356 亿美元。该公司目前的市销率约为 27.3 倍，这对于拥有有价值的数据中心土地和基础设施资产的企业来说，仍然显得较高。如果公司能够兑现其合同容量，并在租赁收入上实现强劲增长，股票在未来几年可能会带来可观的回报。但考虑到其已经较高的估值，其回报可能与 CoreWeave 相比显得温和。如果项目时间表延迟，股票也面临更高的下行风险。</p>
<p>因此，CoreWeave 似乎在未来几年更有可能实现更高的回报，得益于更快的增长、更强的订单积压和更具吸引力的当前估值。</p>
<h2>你现在应该购买 CoreWeave 的股票吗？</h2>
<p>在你购买 CoreWeave 的股票之前，请考虑以下几点：</p>
<p>_Motley Fool Stock Advisor_的分析师团队刚刚确定了他们认为的 <strong>10 只最佳股票</strong> 供投资者现在购买……而 CoreWeave 并不在其中。这 10 只股票有可能在未来几年产生巨额回报。</p>
<p>考虑一下 <strong>Netflix</strong> 在 2004 年 12 月 17 日进入这个名单时……如果你在我们推荐时投资了 1000 美元，<strong>你现在将拥有 495,179 美元</strong>！* 或者 <strong>Nvidia</strong> 在 2005 年 4 月 15 日进入这个名单时……如果你在我们推荐时投资了 1000 美元，<strong>你现在将拥有 1,058,743 美元</strong>！*</p>
<p>现在值得注意的是，_Stock Advisor_的总平均回报率为 898%——相比之下，标准普尔 500 指数的回报率为 183%，表现出色。<strong>不要错过最新的前 10 名单，加入由个人投资者为个人投资者建立的投资社区，获取_Stock Advisor_的最新信息。</strong></p>
<p><strong>查看这 10 只股票 »</strong></p>
<p><em>*Stock Advisor 的回报截至 2026 年 3 月 23 日。</em></p>
<p><em>Manali Pradhan, CFA 在提到的任何股票中没有持仓。Motley Fool 持有 Nvidia 的股份并推荐该股票。Motley Fool 有披露政策。</em></p>
<p>此处表达的观点和意见是作者的观点和意见，并不一定反映 Nasdaq, Inc.的观点。</p>

CRWV

CRWG

IDGT

CRWU

CWVX

DTCR

APLX

APLD

<p>CoreWeave 和 Applied Digital 是两只有望增长的人工智能数据中心股票。CoreWeave 拥有 668 亿美元的订单积压，预计到 2025 年收入将增长 168% 达到 51 亿美元，并预计在 2026 年达到 124 亿美元。Applied Digital 专注于数据中心租赁，报告显示收入激增 250% 达到 1.266 亿美元，但面临 3120 万美元的净亏损。分析师预测 CoreWeave 将实现显著的收入增长，而 Applied Digital 具有潜力，但也存在执行风险</p>

<h2>Key Points</h2>
<div class="lb-trans"><h2>关键要点</h2>
</div><ul>
<li>CoreWeave’s $66.8 billion backlog demonstrates its strong visibility into long-term demand for its services.</li>
<li>Applied Digital’s long-term lease contracts provide stable and predictable revenue.</li>
<li>10 stocks we like better than CoreWeave ›</li>
</ul>
<div class="lb-trans"><ul>
<li>CoreWeave 的 668 亿美元未完成订单展示了其对长期服务需求的强大可见性。</li>
<li>Applied Digital 的长期租赁合同提供了稳定和可预测的收入。</li>
<li>我们更看好的 10 只股票 ›</li>
</ul>
</div><p>Artificial intelligence (AI) spending continues to ramp up at an explosive pace. One clear sign of this is that <strong>Nvidia</strong> CEO Jensen Huang said last week that the company now expects to generate more than $1 trillion in AI chip revenue from its Blackwell and Rubin architectures alone from 2025 through 2027.</p>
<div class="lb-trans"><p>人工智能 (AI) 的支出仍在以爆炸性的速度增长。一个明显的迹象是，<strong>Nvidia</strong> 首席执行官黄仁勋上周表示，该公司现在预计仅从其 Blackwell 和 Rubin 架构中，在 2025 年至 2027 年期间将产生超过 1 万亿美元的 AI 芯片收入。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg2MDMzMC9wcm9mZXNzaW9uYWxzX3N0dWR5aW5nX3RlY2huaWNhbF9jaGFydHNfb25fZGVza3RvcF9tb25pdG9yLmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F860330%2Fprofessionals_studying_technical_charts_on_desktop_monitor.jpg&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><p><em><strong>Will AI create the world's first trillionaire?</strong> Our team just released a report on the one little-known company, called an &#34;Indispensable Monopoly&#34; providing the critical technology Nvidia and Intel both need. <strong>Continue »</strong></em></p>
<div class="lb-trans"><p><em><strong>人工智能会创造出世界上第一个万亿富翁吗？</strong> 我们的团队刚刚发布了一份关于一家鲜为人知的公司报告，该公司被称为 “不可或缺的垄断”，提供 Nvidia 和 Intel 都需要的关键技术。<strong>继续 »</strong></em></p>
</div><p>As companies race to adopt AI, demand for data center capacity, power, and specialized infrastructure is also soaring. <strong>CoreWeave</strong>(NASDAQ: CRWV) and <strong>Applied Digital</strong>(NASDAQ: APLD) are well positioned to benefit from this trend, though they operate under different business models. CoreWeave primarily leases and operates AI cloud infrastructure within data centers, while Applied Digital builds and leases out data centers.</p>
<div class="lb-trans"><p>随着公司竞相采用 AI，对数据中心容量、电力和专业基础设施的需求也在激增。<strong>CoreWeave</strong>（纳斯达克：CRWV）和 <strong>Applied Digital</strong>（纳斯达克：APLD）都处于有利位置，可以从这一趋势中受益，尽管它们的商业模式不同。CoreWeave 主要在数据中心内租赁和运营 AI 云基础设施，而 Applied Digital 则建设并租赁数据中心。</p>
</div><p>But which of these two growth stocks looks better positioned to create long-term wealth for shareholders from here?</p>
<div class="lb-trans"><p>但这两只成长股中，哪一只更有可能为股东创造长期财富呢？</p>
</div><h2>CoreWeave</h2>
<div class="lb-trans"><h2>CoreWeave</h2>
</div><p>CoreWeave has emerged as one of the prominent AI cloud players. Unlike traditional cloud providers, it offers infrastructure that's purpose-built and optimized for AI workloads.</p>
<div class="lb-trans"><p>CoreWeave 已成为突出的 AI 云服务提供商之一。与传统云服务提供商不同，它提供专门为 AI 工作负载构建和优化的基础设施。</p>
</div><p>The company's recent financial performance has been impressive. In 2025, revenues surged 168% to over $5.1 billion. CoreWeave also exited the year with $66.8 billion in contracted backlog, giving it a robust level of revenue visibility for future years. Most of the new capacity it will bring online this year is already allocated, and the company expects these contracts to begin generating revenue as that capacity comes online.</p>
<div class="lb-trans"><p>该公司的近期财务表现令人印象深刻。到 2025 年，收入激增 168%，超过 51 亿美元。CoreWeave 还以 668 亿美元的合同未完成订单结束了这一年，为未来几年的收入提供了强大的可见性。它今年将上线的大部分新容量已经分配，预计这些合同将在容量上线时开始产生收入。</p>
</div><p>CoreWeave is also acquiring customers at an exceptional pace. In the fourth quarter, the company added nearly twice as many new long-term customers as it did in its best previous quarters. The number of customers spending at least $1 million annually with CoreWeave also increased by nearly 150% in 2025.</p>
<div class="lb-trans"><p>CoreWeave 还以惊人的速度获取客户。在第四季度，该公司新增的长期客户几乎是其最佳前几季度的两倍。与 CoreWeave 每年消费至少 100 万美元的客户数量在 2025 年也增加了近 150%。</p>
</div><p>The company has also been diversifying its customer base, which now includes hyperscalers, AI-native companies, and large enterprises. Pricing has remained mostly stable across GPU generations, indicating that strong demand and supply constraints are supporting the company's pricing power.</p>
<div class="lb-trans"><p>该公司还在多样化其客户基础，现在包括超大规模企业、AI 原生公司和大型企业。不同 GPU 代际的定价基本保持稳定，表明强劲的需求和供应限制支持了公司的定价能力。</p>
</div><p>CoreWeave continues to rapidly scale its AI infrastructure to meet surging demand. The company exited 2025 with over 850 megawatts of active power across 43 data centers. It expects to end 2026 with over 1.7 gigawatts of active power. It also has over 3.1 gigawatts of contracted capacity, almost all of which is expected to come online by 2027. This contracted capacity highlights the future revenue potential of CoreWeave.</p>
<div class="lb-trans"><p>CoreWeave 继续快速扩展其 AI 基础设施，以满足激增的需求。到 2025 年底，该公司在 43 个数据中心的活跃电力超过 850 兆瓦。预计到 2026 年底将达到超过 1.7 吉瓦的活跃电力。它还有超过 3.1 吉瓦的合同容量，几乎所有容量预计将在 2027 年之前上线。这些合同容量突显了 CoreWeave 的未来收入潜力。</p>
</div><p>Yet there remains a clear risk. CoreWeave expects to lay out $30 billion to $35 billion in capital expenditures in 2026 and spent $14.9 billion in fiscal 2025. While that level of investment could yield solid long-term gains, it will entail near-term challenges such as margin compression and increased debt.</p>
<div class="lb-trans"><p>然而，仍然存在明显的风险。CoreWeave 预计在 2026 年将支出 300 亿至 350 亿美元的资本支出，并在 2025 财年支出 149 亿美元。虽然这种投资水平可能带来可观的长期收益，但也会带来短期挑战，如利润压缩和债务增加。</p>
</div><h2>Applied Digital</h2>
<div class="lb-trans"><h2>Applied Digital</h2>
</div><p>Applied Digital's business is less about directly selling cloud computing capacity and more about owning the physical infrastructure that undergirds it. The company builds large-scale, high-performance data centers and leases them to hyperscalers under long-term agreements.</p>
<div class="lb-trans"><p>Applied Digital 的业务不太直接销售云计算容量，而是拥有支撑其的物理基础设施。该公司建设大型高性能数据中心，并根据长期协议将其租赁给超大规模企业。</p>
</div><p>Applied Digital is developing a 400-megawatt data center campus that it's leasing to CoreWeave as a part of its Polaris Forge 1 facility. That campus is expected to generate approximately $11 billion in lease revenue over 15 years, with full buildout by the end of 2027. The first 100 megawatts worth of infrastructure is already operational and has started generating lease revenue. The company has also signed another 15-year, $5 billion lease with a U.S.-based investment-grade hyperscaler for 200 megawatts of capacity at the Polaris Forge 2 campus. Hence, the company has contracted a total of 600 megawatts of capacity, for roughly $16 billion in prospective lease revenue.</p>
<div class="lb-trans"><p>Applied Digital 正在开发一个 400 兆瓦的数据中心园区，作为其 Polaris Forge 1 设施的一部分租赁给 CoreWeave。预计该园区在 15 年内将产生约 110 亿美元的租赁收入，预计到 2027 年底全面建成。首批 100 兆瓦的基础设施已经投入运营，并开始产生租赁收入。该公司还与一家美国投资级超大规模企业签署了另一份为期 15 年、价值 50 亿美元的租赁协议，涉及 Polaris Forge 2 园区的 200 兆瓦容量。因此，该公司总共签署了 600 兆瓦的容量，预计租赁收入约为 160 亿美元。</p>
</div><p>Applied Digital is in the early stages of monetizing its infrastructure. In its fiscal 2026 second quarter (which ended Nov. 30, 2025), revenue surged 250% year over year to $126.6 million, driven by initial lease revenue and payments for tenant fit-out services. However, the company reported a net loss of about $31.2 million due to ongoing investments.</p>
<div class="lb-trans"><p>Applied Digital 正在早期阶段实现其基础设施的货币化。在其 2026 财年第二季度（截至 2025 年 11 月 30 日），收入同比激增 250%，达到 1.266 亿美元，主要受初始租赁收入和租户装修服务付款的推动。然而，由于持续投资，该公司报告了约 3120 万美元的净亏损。</p>
</div><p>Management now expects meaningful growth in lease revenues in the next 18 to 24 months as new campuses come online. Hence, there is a visible growth runway ahead.</p>
<div class="lb-trans"><p>管理层现在预计，在接下来的 18 到 24 个月内，随着新园区的上线，租赁收入将实现显著增长。因此，未来有明显的增长空间。</p>
</div><p>However, Applied Digital also faces execution risks and customer concentration risks. Any delays in completing its large-scale campuses or challenges with any of its limited number of hyperscaler clients could negatively affect the company's share price.</p>
<div class="lb-trans"><p>然而，Applied Digital 也面临执行风险和客户集中风险。完成其大型园区的任何延迟或与其有限数量的超大规模客户的任何挑战都可能对公司的股价产生负面影响。</p>
</div><h2>Which stock could make you richer?</h2>
<div class="lb-trans"><h2>哪只股票可能让你更富有？</h2>
</div><p>Analysts expect CoreWeave's revenues to grow nearly 142.5% to $12.4 billion in 2026, and by almost 86% year over year to $23.1 billion in 2027. The company currently trades at 8.5 times sales, which is modest considering its multiyear growth expectations. If CoreWeave executes on these projections, the stock could reasonably double in the next couple of years, even if it continues to trade at its current valuation levels. However, those returns depend heavily on the company's execution and financing capabilities.</p>
<div class="lb-trans"><p>分析师预计 CoreWeave 的收入将在 2026 年增长近 142.5%，达到 124 亿美元，并在 2027 年同比增长近 86%，达到 231 亿美元。该公司目前的市盈率为 8.5 倍，考虑到其多年的增长预期，这一估值相对适中。如果 CoreWeave 能够实现这些预测，股票在未来几年内合理地翻倍，即使它继续以当前的估值水平交易。然而，这些回报在很大程度上依赖于公司的执行和融资能力。</p>
</div><p>Analysts expect Applied Digital's revenues to grow around 61% year over year to $346 million in its fiscal 2026 (which will end May 31) and by 54.5% year over year to $535.6 million in its fiscal 2027. The company currently trades at around 27.3 times sales, which is steep, even for a business that owns valuable data center land and infrastructure assets. If the company delivers on its contracted capacity and sees robust growth in lease revenues, the stock could generate solid returns over the next few years. But, given its already-high valuation, its returns may be moderate compared to CoreWeave's. The stock also comes with a higher downside risk if its project timelines slip.</p>
<div class="lb-trans"><p>分析师预计，Applied Digital 的收入将在 2026 财年（将于 5 月 31 日结束）同比增长约 61%，达到 3.46 亿美元，并在 2027 财年同比增长 54.5%，达到 5.356 亿美元。该公司目前的市销率约为 27.3 倍，这对于拥有有价值的数据中心土地和基础设施资产的企业来说，仍然显得较高。如果公司能够兑现其合同容量，并在租赁收入上实现强劲增长，股票在未来几年可能会带来可观的回报。但考虑到其已经较高的估值，其回报可能与 CoreWeave 相比显得温和。如果项目时间表延迟，股票也面临更高的下行风险。</p>
</div><p>Hence, CoreWeave seems better positioned to deliver higher returns in the coming years, driven by faster growth, a stronger backlog, and a more attractive current valuation.</p>
<div class="lb-trans"><p>因此，CoreWeave 似乎在未来几年更有可能实现更高的回报，得益于更快的增长、更强的订单积压和更具吸引力的当前估值。</p>
</div><h2>Should you buy stock in CoreWeave right now?</h2>
<div class="lb-trans"><h2>你现在应该购买 CoreWeave 的股票吗？</h2>
</div><p>Before you buy stock in CoreWeave, consider this:</p>
<div class="lb-trans"><p>在你购买 CoreWeave 的股票之前，请考虑以下几点：</p>
</div><p>The <em>Motley Fool Stock Advisor</em> analyst team just identified what they believe are the <strong>10 best stocks</strong> for investors to buy now… and CoreWeave wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.</p>
<div class="lb-trans"><p>_Motley Fool Stock Advisor_的分析师团队刚刚确定了他们认为的 <strong>10 只最佳股票</strong> 供投资者现在购买……而 CoreWeave 并不在其中。这 10 只股票有可能在未来几年产生巨额回报。</p>
</div><p>Consider when <strong>Netflix</strong> made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, <strong>you’d have $495,179</strong>!* Or when <strong>Nvidia</strong> made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, <strong>you’d have $1,058,743</strong>!*</p>
<div class="lb-trans"><p>考虑一下 <strong>Netflix</strong> 在 2004 年 12 月 17 日进入这个名单时……如果你在我们推荐时投资了 1000 美元，<strong>你现在将拥有 495,179 美元</strong>！* 或者 <strong>Nvidia</strong> 在 2005 年 4 月 15 日进入这个名单时……如果你在我们推荐时投资了 1000 美元，<strong>你现在将拥有 1,058,743 美元</strong>！*</p>
</div><p>Now, it’s worth noting <em>Stock Advisor’s</em> total average return is 898% — a market-crushing outperformance compared to 183% for the S&amp;P 500. <strong>Don't miss the latest top 10 list, available with <em>Stock Advisor</em>, and join an investing community built by individual investors for individual investors.</strong></p>
<div class="lb-trans"><p>现在值得注意的是，_Stock Advisor_的总平均回报率为 898%——相比之下，标准普尔 500 指数的回报率为 183%，表现出色。<strong>不要错过最新的前 10 名单，加入由个人投资者为个人投资者建立的投资社区，获取_Stock Advisor_的最新信息。</strong></p>
</div><p><strong>See the 10 stocks »</strong></p>
<div class="lb-trans"><p><strong>查看这 10 只股票 »</strong></p>
</div><p><em>*Stock Advisor returns as of March 23, 2026.</em></p>
<div class="lb-trans"><p><em>*Stock Advisor 的回报截至 2026 年 3 月 23 日。</em></p>
</div><p><em>Manali Pradhan, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy.</em></p>
<div class="lb-trans"><p><em>Manali Pradhan, CFA 在提到的任何股票中没有持仓。Motley Fool 持有 Nvidia 的股份并推荐该股票。Motley Fool 有披露政策。</em></p>
</div><p>The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.</p>
<div class="lb-trans"><p>此处表达的观点和意见是作者的观点和意见，并不一定反映 Nasdaq, Inc.的观点。</p>
</div>

CoreWeave vs. Applied Digital: Which AI Data Center Stock Will Make You Richer?

nasdaq

Coreweave

Leverage Shares 2X Long CRWV Daily ETF

iShares US Digital Infrastructure and Real Estate ETF

T-REX 2X Long CRWV Daily Target ETF

Tradr 2X Long CRWV Daily ETF

Global X Data Center & Dgtl Infrs ETF

Tradr 2X Long APLD Daily ETF

Applied Digital

CoreWeave 与 Applied Digital：哪个 AI 数据中心股票能让你更富有？