Applied Digital competitors

As of 2026-09-05, Applied Digital's closest competitors in Data Center Operators (Colo) are NTT, American Tower and Iron Mountain. wafergraph tracks 37 companies in Data Center Operators (Colo); Applied Digital is positioned as a market challenger there with a market cap of $7.5B, and the largest competitor by market cap is NTT at $89.5B.

Data as of 2026-09-05 · peers = companies sharing Applied Digital's primary Data Center Operators (Colo) segment in the wafergraph taxonomy · ordered by market position, then market cap

Who competes with Applied Digital

11 more Data Center Operators (Colo) companies are listed on the segment page.

Suppliers Applied Digital shares with its competitors

  • Vertiv shared with 10 of Applied Digital's top competitors
  • Schneider Electric shared with 10 of Applied Digital's top competitors
  • Eaton shared with 10 of Applied Digital's top competitors
  • Delta Electronics shared with 10 of Applied Digital's top competitors

A supplier shared across rivals is a segment-level chokepoint: if it fails, the whole peer group feels it at once.

Customers Applied Digital shares with its competitors

Cite as: wafergraph, “Applied Digital competitors — 36 rivals in Data Center Operators (Colo), compared”, https://wafergraph.com/competitors/applied_digital (data as of 2026-09-05).

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