By Simply Wall St
Publication Date: 2026-01-29 09:09:00
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Nvidia commits US$2b to CoreWeave, a key customer and partner of Applied Digital (NasdaqGS:APLD).
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The investment supports CoreWeave’s capacity plans, which are closely linked to Applied Digital’s data center services.
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Applied Digital breaks ground on its new Delta Forge 1 AI data center campus, targeting large scale AI infrastructure demand.
For you as an investor, the connection between Nvidia, CoreWeave, and NasdaqGS:APLD ties directly to how AI infrastructure is getting funded and built. Applied Digital focuses on high power data centers that support compute intensive workloads, a segment closely watched as AI training and inference need more capacity. With Delta Forge 1, the company is positioning itself where AI and cloud spending are increasingly concentrated.
These developments together indicate a tighter ecosystem, where chip providers, cloud platforms, and data center operators rely on each other to deliver AI services. As Applied Digital ramps up Delta Forge 1, the key factors to watch include contract visibility with partners like CoreWeave, build out timelines, and how quickly new capacity is put to use.
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