Customer concentration in HPC segment
Company: Applied Digital
The claim, verbatim
In fiscal 2026, one HPC customer represented 59% of continuing-operations revenues, while the HPC segment had only three customers
Source (primary)
TTMI vs. APLD: Which AI-Infrastructure Stock Has More Upside Potential? - Yahoo Finance (-, news_article)
View cached copy (2026-09-22)Live source ↗
Quote: “In fiscal 2026, one HPC customer represented 59% of continuing-operations revenues, while the HPC segment had only three customers.”
How we checked this
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Additional evidence
confirms TTMI vs. APLD: Which AI-Infrastructure Stock Has More Upside Potential? - Yahoo Finance
Quote: “In fiscal 2026, one HPC customer represented 59% of continuing-operations revenues, while the HPC segment had only three customers.”