AI entity
CoreWeave is the most frequent co-covered peer, appearing in 2 of the 4 tracked stories. They are less corroborated than the beat average, carrying 2 original sources each against 2.8 for the same window. At 5.3, the average consequence score sits below the same-window beat average of 6.5.
Last mentioned: Sep 7, 2026
Entity pulse
Coverage balance Positive coverage leads. Positive coverage exceeds negative coverage by 25 percentage points.
Figures are computed live from our source-verified story record — see our methodology for how impact and sentiment are derived.
CoreWeave is the most frequent co-covered peer, appearing in 2 of the 4 tracked stories. They are less corroborated than the beat average, carrying 2 original sources each against 2.8 for the same window. At 5.3, the average consequence score sits below the same-window beat average of 6.5. That works out to roughly 0.1 stories per week across a 199-day span. Coverage clusters in earnings, which accounts for 2 of those 4, with the remainder spread across 2 other categories. We currently track 4 AI stories that mention Applied Digital, published between February 21, 2026 and September 7, 2026.
Computed from the 4 stories linked to this entity, with beat comparisons drawn from all 2072 AI stories published in the same date window. Shares are omitted below five stories and comparisons below a twenty-story baseline.
Coverage cohort
Other entities that clear the same relevance threshold in stories also covering Applied Digital. Shared-story counts are live from our verified record — not editorial picks.
Applied Digital's AI/HPC data center revenue is accelerating, while IREN's top-line is contracting during a costly acquisition spree. The comparison shows how neocloud operators' AI infrastructure bets are producing uneven early financial results.
Source: Robert Izquierdo (us) · fool.com
For AI infrastructure teams, Applied Digital's 183.7% revenue growth shows where HPC compute demand is heading, while IREN's energy-first cloud pivot reflects power constraints. The CoreWeave lease at Polaris Forge highlights the supply chain reshaping.
Source: Robert Izquierdo (us) · fool.com
The AI sector splits between software (C3.ai’s agentic platform) and hardware infrastructure (Applied Digital’s HPC data centers). C3.ai struggles with a $470.4M annual loss, raising questions about the software-first approach.
As the demand for AI compute reaches unprecedented levels, former cryptocurrency miners Applied Digital and Riot Platforms are aggressively pivoting toward high-performance computing data centers. While Applied Digital currently leads in revenue growth and hyperscaler partnerships, Riot Platforms offers higher projected upside for investors willing to navigate Bitcoin volatility.
Applied Digital is linked from 4 stories on this site, each scored at or above our 35% relevance threshold — see how these pages are built.
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