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Has Nvidia's exit (from Applied Digital board/partnership) derailed Applied Digital's AI ambitions?

Applied Digital navigates GPU supply diversification; Nvidia's arm's-length stance enables alternative vendor relationships (AMD, custom ASICs).
Trade pressSlicast · June 26, 2026 at 13:39 UTC · US · Source: Kavout | AI
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Applied DigitalCapex history →
NvidiaCapex history →
In-depth analysis
CommentaryApplied Digital (APLD), September 2026: A $36 Billion Backlog Against 469% Capex IntensityCommentaryApplied Digital Posts $36B Lease Book and $2B NOI Target, Marking Its Sharpest Break Yet From Crypto Mining
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Has Nvidia's exit (from Applied Digital… · Slicast