Applied Digital vs NTT
Both are primarily Data Center Operators (Colo) companies. NTT is larger by market cap ($88.4B vs $7.1B). NTT reports higher tracked revenue ($7.3B vs $611M).
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Side-by-side
| Applied Digital | NTT | |
|---|---|---|
| Market cap | $7.1B | $88.4B |
| Revenue | $611M (FY2026) | $7.3B (FY2026) |
| Primary segment | Data Center Operators (Colo) | Data Center Operators (Colo) |
| Market position | challenger | major |
| Country | United States | Japan |
| Tracked suppliers | 7 | 4 |
| Tracked customers | 5 | 5 |
| Chokepoint / criticality | 7/100 | 8/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-10-09. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Applied Digital and NTT compare
- Size: NTT is the larger company by market cap.
- Revenue: NTT reports higher tracked revenue.
- Supply-chain criticality: NTT has the higher chokepoint score (8/100 vs 7/100).
- Footprint: Applied Digital (United States) vs NTT (Japan).
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Cite as: wafergraph, “Applied Digital vs NTT”, https://wafergraph.com/compare/applied_digital-vs-ntt_data (data as of 2026-10-09).
Frequently asked questions3
- Is Applied Digital bigger than NTT?
- NTT is larger by market cap ($88.4B vs $7.1B).
- What's the difference between Applied Digital and NTT?
- Applied Digital is a challenger in Data Center Operators (Colo) based in United States; NTT is a major in Data Center Operators (Colo) based in Japan. Both operate in the AI & Data Center segment.
- Who are Applied Digital's and NTT's suppliers?
- wafergraph tracks 7 suppliers for Applied Digital and 4 for NTT.