5月21日，Applied Digital盘中上涨7.84%，报44.6美元/股，成交额2.16亿美元。
消息面上，公司宣布旗下第四座AI工厂园区Polaris Forge 3与此前Delta Forge 1的同一家美国投资级超大规模云服务商达成15年"照付不议"租赁协议。新园区设计可提供300兆瓦关键IT负载，由约430兆瓦电网连接公用电力支持，适配大规模AI训练与推理需求。
此次签约后，Applied Digital四大园区合同租赁收入总额升至310亿美元，若所有续约选项均被行使，总价值可达730亿美元。管理层表示，此次交易验证了其严谨、可重复的AI工厂商业模型及持续推进大型AI基础设施项目的执行能力。在全球数据中心资本支出以21%复合年增长率扩张的行业背景下，公司算力基建产能持续扩张获市场积极认可。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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