AI Stock Showdown: CoreWeave vs. Applied Digital - Which is the Better Investment?
ByAinvest
Wednesday, Feb 4, 2026 11:30 pm ET1min read
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CoreWeave (CRWV) and Applied Digital (APLD) are cloud computing infrastructure companies focused on providing high-performance resources for AI model training and execution. CoreWeave has signed an $11 billion lease with Applied Digital, its largest customer. Applied Digital's revenue grew 250% YoY in Q2 to $126.6 million, while its debt exceeded $2.6 billion. CoreWeave is seeing spectacular sales growth, but both companies are not profitable. Investors can benefit from the expected massive expansion of the AI infrastructure market, which is forecast to grow from $59 billion in 2025 to $356 billion by 2032.
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