Applied Digital (US:APLD) Xin Lang Cai Jing·2026-01-08 14:41Core Viewpoint - Applied Digital (APLD.US) reported significant financial growth, indicating strong potential in the AI infrastructure sector, which is experiencing rapid capital expenditure growth from large enterprises [1] Financial Performance - For the second quarter of fiscal year 2026, Applied Digital reported revenue of $126.6 million, a year-over-year increase of 250% [1] - The company reported a basic and diluted net loss per share of $0.11, which represents an 82% reduction compared to the previous year [1] - Adjusted net profit was $100,000 for the quarter [1] Market Position and Strategy - Management highlighted that AI infrastructure represents a once-in-a-generation investment opportunity, with capital expenditures from large enterprises exceeding $400 billion annually and growing rapidly [1] - Applied Digital has strategically invested early in customized next-generation data centers, positioning itself favorably in the market [1] - The company anticipates achieving over $1 billion in net operating income (NOI) within the next five years [1]