The 8:30 Hosts Julie Hyman, Pras Subramanian, and Jake Conley break down Applied Digital's (APLD) first-quarter earnings, which showed a staggering 322% year-over-year revenue increase. The panel discusses why despite the AI infrastructure company's explosive growth, investors appear unconvinced. Video Transcript 00:00 Speaker A Um so this is a company, it's like sort of a Neo cloud. I guess it's in the Neo cloud, um, universe, if you will, because they build data centers. Um in some cases, they then lease that capacity. So I guess but they're leasing it in some cases to other cloud computing companies and to hyperscalers. So they're in this universe. Anyway, the company came out with a revenue that was up 322%.
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