Undervalued AI Infrastructure Plays: Applied Digital’s Data Center Strategy Gains Traction
While most investors chase overvalued AI software and semiconductor stocks, infrastructure providers like Applied Digital (APLD) are quietly building market-beating potential. The company's shares have surged 132% in three months following an $11 billion AI infrastructure deal, validating its focus on power-efficient data centers.
Hyperscalers may dominate cloud computing, but Applied Digital's ability to rapidly deploy specialized AI data centers fills a critical gap. The company has reduced construction timelines from two years to just twelve months - a competitive edge as power constraints threaten to bottleneck AI expansion. Its pre-secured energy capacity positions it as a logical partner for researchers scrambling for compute resources.
