{"id":184154,"date":"2026-02-03T11:40:00","date_gmt":"2026-02-03T16:40:00","guid":{"rendered":"https:\/\/testing.news-you-need.com\/index.php\/2026\/02\/03\/better-artificial-intelligence-stock-applied-digital-vs-coreweave\/"},"modified":"2026-02-03T12:30:11","modified_gmt":"2026-02-03T17:30:11","slug":"better-artificial-intelligence-stock-applied-digital-vs-coreweave","status":"publish","type":"post","link":"https:\/\/testing.news-you-need.com\/index.php\/2026\/02\/03\/better-artificial-intelligence-stock-applied-digital-vs-coreweave\/","title":{"rendered":"Better Artificial Intelligence Stock: Applied Digital vs. CoreWeave"},"content":{"rendered":"<p><a href=\"https:\/\/www.theglobeandmail.com\/investing\/markets\/stocks\/CRWV-Q\/pressreleases\/37386961\/better-artificial-intelligence-stock-applied-digital-vs-coreweave\/\">Better Artificial Intelligence Stock: Applied Digital vs. CoreWeave<\/a><\/p>\n<p><a href=\"https:\/\/www.theglobeandmail.com\/investing\/markets\/stocks\/CRWV-Q\/pressreleases\/37386961\/better-artificial-intelligence-stock-applied-digital-vs-coreweave\/\">https:\/\/www.theglobeandmail.com\/investing\/markets\/stocks\/CRWV-Q\/pressreleases\/37386961\/better-artificial-intelligence-stock-applied-digital-vs-coreweave\/<\/a><\/p>\n<p>Publish Date: <a href=\"publish_date]\">2026-02-03 11:40:00<\/a><\/p>\n<p>Source Domain: <a href=\"www.theglobeandmail.com\">www.theglobeandmail.com<\/a><\/p>\n<p>Here are the key points based on the summary of the article:<\/p>\n<ul>\n<li>\n<p><strong>Emergence of Neoclouds<\/strong>: The rise of artificial intelligence has led to the creation of &#8220;neoclouds&#8221;, specialized companies that operate data centers designed to power AI.<\/p>\n<\/li>\n<li>\n<p><strong>CoreWeave and Applied Digital<\/strong>: CoreWeave is a notable neocloud that rents data center space from Applied Digital, which also owns and operates data centers. Both companies have taken on significant debt to finance their infrastructure buildouts.<\/p>\n<\/li>\n<li>\n<p><strong>Growth in AI Infrastructure<\/strong>: The demand for high-performance data centers to support AI is outpacing supply, leading to rapid expansion by existing and new players in the cloud sector.<\/p>\n<\/li>\n<li>\n<p><strong>Comparative Analysis<\/strong>: Despite impressive revenue growth, Applied Digital carries high costs, including the substantial debt required to construct new data centers, and it lacks profitability. In contrast, CoreWeave, though also highly leveraged, shows better gross profit margins and benefits from a partnership with AI chip leader Nvidia.<\/p>\n<\/li>\n<li>\n<p><strong>Investment Recommendation<\/strong>: Based on higher revenue, better gross profit margins, and more favorable price-to-sales ratio, CoreWeave is considered a better value investment compared to Applied Digital, although neither company is currently profitable.<\/p>\n<\/li>\n<li>\n<p><strong>Stock Consideration<\/strong>: The Motley Fool Stock Advisor has not listed Applied Digital among its top 10 recommended stocks to buy, despite its record of high returns, citing better investment options, implicitly favoring CoreWeave given its financial performance analysis.<\/p>\n<\/li>\n<\/ul>\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Better Artificial Intelligence Stock: Applied Digital vs. CoreWeave https:\/\/www.theglobeandmail.com\/investing\/markets\/stocks\/CRWV-Q\/pressreleases\/37386961\/better-artificial-intelligence-stock-applied-digital-vs-coreweave\/ Publish Date: 2026-02-03 11:40:00 Source Domain:&#8230;<\/p>\n","protected":false},"author":1,"featured_media":184155,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/barchart-news-media-prod.aws.barchart.com\/FC\/da58c721e8c27ef87b901d067324786d\/%3Furl%3Dhttps%253a%252f%252fg.foolcdn.com%252feditorial%252fimages%252f852904%252fai-cloud-computing-networking-center_gettyimages-1131198259-1200x675-c2b5ff2.png%26amp%3Bw%3D700","fifu_image_alt":"","footnotes":""},"categories":[14],"tags":[20],"class_list":["post-184154","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-artificial-intelligence","tag-artificial-intelligence"],"_links":{"self":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/184154"}],"collection":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=184154"}],"version-history":[{"count":1,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/184154\/revisions"}],"predecessor-version":[{"id":184156,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/184154\/revisions\/184156"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/184155"}],"wp:attachment":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=184154"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=184154"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=184154"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}