Everyone seems to have gone wild over Chris Dixon’s book Read Write Own: Building the Next Era of the Internet. Some of the biggest hitters in business have given it their thumbs up. It’s an essential read if you’re interested in owning the best blockchain stocks. “Chris Dixon has always been someone who sees the future with clarity and practicality. He does this once again in Read Write Own, making the case for blockchain technology as the fundamental building block of the future and clearly laying out whe ...

DALLAS, Feb. 12, 2024 (GLOBE NEWSWIRE) -- Applied Digital Corporation (NASDAQ:APLD) ("Applied Digital" or the "Company"), a designer, builder, and operator of next-generation digital infrastructure designed for High-Performance Computing ("HPC") applications, announces its an AI Alliance member. The AI Alliance is comprised of some of the leading organizations across the AI industry, including startups, academia, researchers, and the government, coming together to support open innovation and open science in ...

调查事件 - Block & Leviton正在调查Applied Digital Corp. (NASDAQ:APLD)可能存在的证券法违规行为[1] - Block & Leviton正在调查公司是否存在证券法违规行为，并可能代表投资者提起诉讼以试图恢复损失[4] 公司披露 - Applied Digital Corp.在2024年2月9日市场收盘后披露其位于Ellendale数据中心托管设施发生停电事件，导致2024年1月18日至2月6日期间该设施的收入将受到重大影响[2] 股价变动 - Applied Digital Corp.股票在2024年2月9日盘后交易中下跌超过10%[2] 投资者赔偿 - 任何购买了Applied Digital Corp.普通股并看到股价下跌的投资者可能有资格获得赔偿，无论他们是否已经出售了投资[3]

DALLAS, Feb. 06, 2024 (GLOBE NEWSWIRE) -- Applied Digital Corporation (NASDAQ:APLD) ("Applied Digital" or the "Company"), a designer, builder, and operator of next-generation digital infrastructure designed for High-Performance Computing ("HPC") applications, announced that effective January 30, 2024, the Company obtained an unsecured loan with a maximum principal amount of $20 million. The Company intends to use the loan, which has a two-year term and 12.5% interest rate, to provide additional liquidity to ...

公司业绩 - Applied Digital宣布2024财季第二季度营收和利润率不及预期，并下调了2024年的业绩预期[1] - 由于网络组件供应短缺，公司的进度推迟了八周，但预计到2024年底将恢复正常，年度营收将达到5亿美元，同比增长360%[1]

Generative AI training infrastructure remains white hot as an investment. Numerous start-ups have appeared to address the need. Given the end-to-end solution Nvidia created that spans chip design, algorithms, and software, this AI infrastructure consisting of data centers filled with accelerated computing systems (primary using Nvidia technology) is arguably easier to build than "traditional" cloud computing infrastructure. That has been rocket fuel for these specialized data center builder-operators in the ...

分组1 - Applied Digital Corporation (APLD)是一家设计、建造和运营下一代数据中心的公司，为区块链基础设施提供电力并支持高性能计算应用[1] 分组2 - Matthews International (MATW)是一家提供纪念产品、工业技术和品牌解决方案的公司，其今年的盈利预期在过去60天内下调了5.2%[2] 分组3 - Werner Enterprises (WERN)是一家主要专注于运输卡车货物的运输和物流公司，其今年的盈利预期在过去60天内下调了2.5%[3]

财务数据和关键指标变化 - 收入从上年同期的1,230万美元增长至4,220万美元,增长幅度较大 [18] - 成本从上年同期的1,180万美元增长至2,920万美元,主要是由于能源成本、折旧和人工成本的增加 [19] - 净亏损从上年同期的2,680万美元收窄至1,050万美元 [20] - 调整后净亏损从上年同期的380万美元增加至520万美元 [21] - 调整后EBITDA从上年同期的-220万美元增加至1,060万美元 [22] 各条业务线数据和关键指标变化 - 数据中心托管业务: - 占地100兆瓦的Jamestown设施和占地180兆瓦的Ellendale设施均保持满负荷运营和稳定运行 [11] - 占地200兆瓦的Garden City设施在本季度实现首次送电,目前运营132兆瓦,剩余容量将在未来几个月内陆续投产 [12] - 三个数据中心托管设施合计将达到500兆瓦的托管能力,预计可实现300亿美元收入和100亿美元调整后EBITDA [12] - 云服务业务: - 继续快速增长,新增一个云服务客户,总年合同价值达3.98亿美元 [13] - 已安装4个1,024个GPU集群,计划在未来2周内再安装4个,预计在本财年内达到至少10个集群 [14] - 已经与多家供应商就GPU融资等定制化融资方案进行探讨 [14] 各个市场数据和关键指标变化 - 公司正在北达科他州和犹他州开发400兆瓦的新数据中心项目,以满足不断增长的市场需求 [15] - 除了VC支持的初创公司,公司还看到了来自大型企业客户的强劲需求,正在加强销售团队以拓展这一新兴市场 [13][102] 公司战略和发展方向及行业竞争 - 公司正在积极探索项目级融资等定制化融资方案,以支持GPU等基础设施的资本开支 [42-44] - 公司已经在北达科他州Ellendale开始建设首个100兆瓦的高性能计算数据中心,采用液冷等先进技术 [15] - 公司认为未来1-2年内数据中心电力供应将出现严重短缺,其400兆瓦的开发项目将处于有利地位 [15] 管理层对经营环境和未来前景的评论 - 管理层表示,公司已做好充分准备,将继续适当分配资本,以最大化股东价值 [16] - 管理层对公司云服务和高性能计算数据中心业务的未来前景保持乐观 [16] - 管理层认为,由于供应链延迟,公司本财年的收入和EBITDA将低于此前指引区间的下限,但仍有望在本财年末达到约5亿美元的年化收入和2.5亿美元的年化调整后EBITDA [24] 问答环节重要的提问和回答 问题1 **Lucas Pipes 提问** 询问公司高性能计算数据中心业务的经济指标,包括每兆瓦的收入和EBITDA水平,以及每兆瓦的资本支出 [29][30] **Wes Cummins 回答** 每兆瓦约2百万美元收入,1百万美元EBITDA,资本支出在600-700万美元之间 [30] 问题2 **George Sutton 提问** 询问公司400兆瓦高性能计算数据中心项目的融资计划 [42] **Wes Cummins 回答** 公司将采用项目级融资,包括65%-80%的建设贷款和10%-15%的mezz debt,公司自身出资5%-10% [43][44] 问题3 **Darren Aftahi 提问** 询问公司GPU采购和部署计划的变化 [52][53] **Wes Cummins 回答** 公司原计划在2023年12月部署2万个GPU,但由于某些关键网络组件供应延迟,公司暂缓了GPU的采购,目前计划在本财年内部署1万个GPU [53][68]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, The ...

DALLAS, Jan. 16, 2024 (GLOBE NEWSWIRE) -- Applied Digital Corporation (NASDAQ:APLD) ("Applied Digital" or the "Company"), a designer, builder, and operator of next-generation digital infrastructure designed for High-Performance Computing ("HPC") applications, announced today it has signed a conditional agreement to provide datacenter capacity at its Ellendale, North Dakota campus, subject to finalization of definitive lease documents. The conditional agreement is for a total of 100MWs for a term of 10 years ...