APPLIED DIGITAL CORP（纳斯达克：APLD）今日盘前股价大涨5.18%，引发市场广泛关注。
消息面上，公司近日宣布与两家超大规模云计算服务提供商签署租赁合同，合作覆盖其位于北达科他州的两处数据中心园区。这一战略合作不仅巩固了公司在高性能计算解决方案领域的市场地位，还显著提升了其资产利用率和现金流结构，为长期增长注入新动能。
此外，公司公布的二季度营收远超预期，达到1.266亿美元，远超分析师预期的8800万美元。这一强劲表现主要得益于人工智能数据中心需求的激增，以及公司近期签订的数十亿美元长期租约，包括一项价值50亿美元的协议。市场普遍认为，公司在AI基础设施领域的先发优势和执行能力将为其带来持续的竞争优势。
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