Applied Digital (APLD) is presented as a way to play the neocloud trend by leasing data center space, benefiting from the success of neoclouds regardless of specific winners.
Source Post
Who Is Applied Digital—and Why Does AI Need It? #neocloud
Aug 28, 2026
The creator discusses Applied Digital (APLD) as a way to play the neocloud trend, explaining that the company leases space in data centers to core cloud providers. This positions APLD to benefit regardless of which specific neocloud provider wins, as long as neoclouds in general succeed. The creator also touches on the broader AI backlash related to data center power consumption and the uncertainty around ROI, framing it as an exciting time for a "gold rush."
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