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Applied Digital warns of AI buildout delays despite record revenue growth, citing supply chain and operational constraints.

Reveals capacity bottlenecks in neocloud/GPU-cloud supply, signaling that demand outpaces available infrastructure.
Trade pressSlicast · June 30, 2026 at 17:49 UTC · US · Source: MSN
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In-depth analysis
CommentaryApplied Digital Contracted Revenue, September 2026: Five Leases Push the Total Past $7 BillionCommentaryApplied Digital (APLD), September 2026: A $36 Billion Backlog Against 469% Capex Intensity
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Applied Digital warns of AI buildout delays… · Slicast