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AI data centers

Speedway Scene reporting, analysis and commentary on AI data centers, pulled together from across our coverage.

1 article Last updated: 27 Jul 2026 1 section

Connected sections Markets & Finance

Connected topics Applied Digital APLD stock hyperscalers earnings Federal Reserve Donald Trump

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Rows of illuminated server racks inside a data center aisle, the kind of computing infrastructure Applied Digital leases to hyperscalers. Photo: Carl Lender / Wikimedia Commons, CC BY 2.0

Markets & Finance

Applied Digital Jumps as Leases Swell Backlog to $36 Billion

Applied Digital beat fiscal Q4 estimates with 407% revenue growth and disclosed 810 megawatts of new hyperscaler leases worth $20.2 billion.

27 Jul 2026 ·5 min read

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Everything Speedway Scene has published on AI data centers, gathered in one place: the reporting, the analysis and the commentary that track the subject.

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Applied Digital APLD stock hyperscalers earnings Federal Reserve Donald Trump Iran Array Ukraine Kevin Warsh

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