APLD compared with WULF: revenue, margins and what each company keeps, and the suppliers and customers both name

APLDApplied Digital Corp.

Mkt capRevenueRevenue

WULFTerawulf Inc.

Mkt capRevenueRevenue

Compare

APLDApplied Digital Corp.

WULFTerawulf Inc.

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

Save comparison

Supply-chain overlap

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

Desk News Calendar Saved

Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only APLD 10

—Undisclosed HPC Hosting customerunlistedcustomer

—Undisclosed Data Center Hosting customerunlistedcustomer

—Undisclosed direct customerunlistedcustomer

CATCaterpillarsupplier

6 more · APLD chain ›

Shared 0

No shared counterparties.

Only WULF 9

GOOGLGooglesupplier

—New York Power Authorityunlistedsupplier

—Bitmain Technologies Limited ("Bitmain")unlistedsupplier

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

—

Foundry

unlistedsupplier

5 more · WULF chain ›

APLDApplied Digital Corp.

14.17▼−14.69%· post 13.81· delayed

Mkt cap$4.1BRevenue$342MQ1 FY27Revenue$611MFY26

WULFTerawulf Inc.

10.01▼−14.41%· post 9.99· delayed

After hoursNov 5 '26delayed

Mkt cap$5.0BRevenue$45MQ2 FY26Revenue$168MFY25

Compare

After hoursNov 5 '26delayed

APLDApplied Digital Corp.

WULFTerawulf Inc.

14.17▼−14.69%post 13.81delayed

Price

10.01▼−14.41%post 9.99delayed

$4.1B

Mkt cap

$5.0B

Q1 FY27$342M

Revenue

$45MQ2 FY26

FY26$611M

Revenue

$168MFY25

APLD14.17▼−14.69%vsWULF10.01▼−14.41%After hoursNov 5 '26delayed