Applied Digital revenue more than triples on AI demand, but losses mount
AI summary
U.S. data center operator Applied Digital reported fiscal first-quarter 2027 results, with revenue surging more than threefold year over year as demand for AI data center capacity boomed. The company still posted a heavy loss as it poured money into AI infrastructure build-out.
In-depth insight
It illustrates the two sides of the AI compute build-out: fast revenue growth for data center operators alongside heavy upfront capital spending and persistent losses.
受惠 AI 資料中心需求爆發，美國資料中心營運商 Applied Digital 上季營收暴增逾三倍，但投入天文數字資金擴建 AI 基礎設施，也讓虧損急劇擴大。
Applied Digital於7日美股盤後公布財報，2027會計年度第一季（截至2026年8月31日）營收達3.419億美元，較去年同期8,090萬美元暴增322%，也遠優於LSEG統整分析師預估的1.338億美元。
不過，Applied Digital仍處於燒錢的成長階段。當季歸屬於普通股股東淨損擴大至2.21億美元，去年同期僅1,850萬美元；每股虧損由0.07美元擴大至0.76美元，增幅高達986%。