{"id":232160,"date":"2026-06-15T17:19:00","date_gmt":"2026-06-15T21:19:00","guid":{"rendered":"https:\/\/testing.news-you-need.com\/index.php\/2026\/06\/15\/this-artificial-intelligence-ai-infrastructure-stock-has-been-crushing-nvidia-on-the-market-its-latest-deal-could-send-the-stock-even-higher\/"},"modified":"2026-06-15T17:30:14","modified_gmt":"2026-06-15T21:30:14","slug":"this-artificial-intelligence-ai-infrastructure-stock-has-been-crushing-nvidia-on-the-market-its-latest-deal-could-send-the-stock-even-higher","status":"publish","type":"post","link":"https:\/\/testing.news-you-need.com\/index.php\/2026\/06\/15\/this-artificial-intelligence-ai-infrastructure-stock-has-been-crushing-nvidia-on-the-market-its-latest-deal-could-send-the-stock-even-higher\/","title":{"rendered":"This Artificial Intelligence (AI) Infrastructure Stock Has Been Crushing Nvidia on the Market. Its Latest Deal Could Send the Stock Even Higher"},"content":{"rendered":"<p><a href=\"https:\/\/www.theglobeandmail.com\/investing\/markets\/stocks\/INTC-Q\/pressreleases\/2481322\/this-artificial-intelligence-ai-infrastructure-stock-has-been-crushing-nvidia-on-the-market-its-latest-deal-could-send-the-stock-even-higher\/\">This Artificial Intelligence (AI) Infrastructure Stock Has Been Crushing Nvidia on the Market. Its Latest Deal Could Send the Stock Even Higher<\/a><\/p>\n<p><a href=\"https:\/\/www.theglobeandmail.com\/investing\/markets\/stocks\/INTC-Q\/pressreleases\/2481322\/this-artificial-intelligence-ai-infrastructure-stock-has-been-crushing-nvidia-on-the-market-its-latest-deal-could-send-the-stock-even-higher\/\">https:\/\/www.theglobeandmail.com\/investing\/markets\/stocks\/INTC-Q\/pressreleases\/2481322\/this-artificial-intelligence-ai-infrastructure-stock-has-been-crushing-nvidia-on-the-market-its-latest-deal-could-send-the-stock-even-higher\/<\/a><\/p>\n<p>Publish Date: <a href=\"publish_date]\">2026-06-15 17:19:00<\/a><\/p>\n<p>Source Domain: <a href=\"www.theglobeandmail.com\">www.theglobeandmail.com<\/a><\/p>\n<ul>\n<li>\n<p><strong>Rapid Growth<\/strong>: Applied Digital&#8217;s revenue surged by 96% in fiscal 2026, totaling $422 million, highlighting its phenomenal growth rate in the AI infrastructure sector.<\/p>\n<\/li>\n<li>\n<p><strong>Substantial Lease Pipeline<\/strong>: The company boasts a robust revenue pipeline, with current contracts expected to bring in $36 billion in lifetime lease revenue and potentially $86 billion if all renewal options are exercised.<\/p>\n<\/li>\n<li>\n<p><strong>Innovative AI Data Centers<\/strong>: Applied Digital designs, builds, and operates dedicated AI data centers that meet the needs of hyperscalers and neocloud companies, positioning itself as a critical player in AI infrastructure.<\/p>\n<\/li>\n<li>\n<p><strong>Long-Term Contracts<\/strong>: A key long-term lease agreement will provide 210 MW of cloud computing capacity for 15 years, with the potential to extend to 30 years and generate $12.7 billion in revenue.<\/p>\n<\/li>\n<li>\n<p><strong>Market Valuation<\/strong>: Despite a high stock valuation at 35 times sales, Applied Digital&#8217;s strong growth prospects and pipeline justify its expensive stock price.<\/p>\n<\/li>\n<li>\n<p><strong>Investment Opportunity<\/strong>: With significant growth on the horizon, the company&#8217;s expansion efforts through additional data centers suggest potential for continued gains, although investors should consider recent valuation levels.<\/p>\n<\/li>\n<li>\n<p><strong>Comparative Performance<\/strong>: Applied Digital&#8217;s stock has seen a 282% increase over the past year, outperforming rival Nvidia&#8217;s 44% increase over the same period.<\/p>\n<\/li>\n<li>\n<p><strong>Cautious Advisory Note<\/strong>: Despite its potential, the Motley Fool Stock Advisor team did not pick Applied Digital as one of the top 10 stocks to buy, suggesting investors should proceed with caution.<\/p>\n<\/li>\n<\/ul>\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This Artificial Intelligence (AI) Infrastructure Stock Has Been Crushing Nvidia on the Market. Its Latest&#8230;<\/p>\n","protected":false},"author":1,"featured_media":232162,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/barchart-news-media-prod.aws.barchart.com\/FC\/51d9f431aa84c40b4e54832b91feeaff\/%3Furl%3Dhttps%253a%252f%252fg.foolcdn.com%252feditorial%252fimages%252f874662%252frocket-taking-off-cloud.jpg%26amp%3Bw%3D700","fifu_image_alt":"","footnotes":""},"categories":[14],"tags":[20],"class_list":["post-232160","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\/232160"}],"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=232160"}],"version-history":[{"count":1,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/232160\/revisions"}],"predecessor-version":[{"id":232164,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/232160\/revisions\/232164"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/232162"}],"wp:attachment":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=232160"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=232160"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=232160"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}