Applied Digital Q4盈利超预期！与CoreWeave签署两份15年租赁协议
7月31日，数字基础设施设计和运营商Applied Digital Corporation在发布好于预期的第四季度盈利报告后，尽管收入未达预期，其股价仍大涨逾16%。
该公司报告截至2025年5月31日的财政第四季度调整后每股亏损为-$0.03，明显优于分析师预期的每股亏损-$0.14。然而，收入为3800万美元，低于4207万美元的一致预期，但比去年同期增长了41%。该股的强劲表现反映了投资者对公司盈利能力改善和近期战略性胜利的关注。
在业绩公布后，Applied Digital股价跳升，因为投资者对盈利超预期以及公司与CoreWeave签订的变革性租赁协议反应积极。公司宣布已与这家AI超级计算公司签署了两份15年租赁协议，将在其北达科他州数据中心园区提供250兆瓦的关键IT负载，预计将产生约70亿美元的合同收入。此外，CoreWeave已行权购买额外150兆瓦的选项，这将使租赁期内的总合同收入达到约110亿美元。CoreWeave盘后大涨逾8%。
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