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Applied Digital CEO warns industry will face 'significant delays' in construction and supply chain through 2026-2027.

Supply-chain reality check compresses margins for neocloud operators; shifts capex timing expectations downward.
NewswireSlicast · June 30, 2026 · US · Source: Google News
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Applied Digital CEO warns industry will face 'significant delays' in construction and supply chain through 2026-2027.

Supply-chain reality check compresses margins for neocloud operators; shifts capex timing expectations downward.

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Applied Digital CEO warns industry will face… · Slicast