| Fund | Shares Held | Position Value | Action (latest Q) |
|---|---|---|---|
| D.E. Shaw David Shaw | 11.08M | $271.70M | NEW |
| Citadel Ken Griffin | 10.94M | $268.15M | NEW |
| Point72 Steve Cohen | 874K | $21.43M | NEW |
| Marshall Wace | 303K | $7.43M | NEW |
| Blackstone | 99K | $2.42M | NEW |
Applied Digital Corporation is a digital infrastructure provider specializing in high-performance computing (HPC) and artificial intelligence (AI) solutions across North America. The company designs, develops, constructs, and operates purpose-built data centers optimized for demanding AI workloads, machine learning, and other compute-intensive applications. It operates through three key segments: Data Center Hosting, offering colocation services; Cloud Services, delivering GPU-as-a-Service for AI/ML companies; and HPC Hosting, providing infrastructure for AI foundational models and cloud providers. Notable features include scalable, energy-efficient designs with advanced cooling, redundant systems, and strategic locations for cost-effective power, supporting next-generation AI factories without retrofitting. Applied Digital Corporation also caters to blockchain and crypto mining customers with reliable hosting infrastructure. Founded in 2001 and headquartered in Dallas, Texas, it plays a vital role in enabling innovation for enterprises in the rapidly evolving AI and HPC sectors.
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