Key Takeaways Applied Digital is pivoting to AI compute infrastructure with long-term, contract-based lease revenues. APLD has begun building Polaris Forge 2, a 300-MW campus optimised for AI workloads.Zacks consensus estimate pegs Q2 fiscal 2026 loss at 11cents per share, wider by a cent over the past 30 days.Applied Digital (APLD) is deepening its strategic shift from blockchain hosting towards high-performance computing infrastructure designed for artificial intelligence(AI) workloads. This evolution sig ...