10月10日周五，AI数据中心服务提供商Applied Digital（APLD）股价盘中大涨32.04%，引发市场广泛关注。这一显著涨幅主要源于公司刚刚公布的超预期第一季度财报。
根据最新财报，Applied Digital第一财季营收达到6420万美元，同比增长84%，远超分析师此前预期的5000万美元。公司还公布调整后每股亏损为3美分，好于分析师预期的亏损13美分。这一亮眼的财务表现主要得益于人工智能领域日益增长的需求。随着越来越多的企业扩大计算规模以支持快速发展的生成式AI应用，对高性能数据中心基础设施的需求激增。
展望未来，Applied Digital表示，一旦Polaris Forge 1设施全面投入运营，预计年化净营业收入将达到约5亿美元。公司还预计在未来五年内有望稳步实现10亿美元的净营业收入目标。此外，公司与CoreWeave签订的新租赁协议使预计的合同租赁总收入达到约110亿美元，进一步巩固了其在AI数据中心服务市场的地位。分析师认为，随着企业竞相部署下一代AI模型，Applied Digital有望在年底前再达成更多大型托管合同，保持强劲增长势头。
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