Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Applied Digital Corp.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Services-Computer Processing & Data Preparation
Prev close 23.41 · gapped above the open, never looked back. High/low 24.72 at 7:00 am ET, 23.41 at 3:45 pm ET.
Applied Digital Corp. has 7 disclosed suppliers and 4 disclosed customers. Each one is named in an SEC filing, either Applied Digital Corp.’s own annual report or the counterparty’s, and carries the sentence that discloses it.
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“During fiscal year 2026, this business segment was comprised of one customer accounting for 59% of our total revenue from continuing operations.”
$361M relationship
basisAPLD fy2026 · closed 2026-05 $611M
FILING10-K0001144879-26-000048cik 0001144879
“During fiscal year 2026, this business segment was comprised of one customer accounting for 25% of our revenue from continuing operations.”
$153M relationship
basisAPLD fy2026 · closed 2026-05 $611M
FILING10-K0001144879-26-000048cik 0001144879
“Data Center Hosting Business During fiscal year 2026, this business segment was comprised of one customer accounting for 25% of our revenue from continuing operations.”
$153M relationship
basisAPLD fy2026 · closed 2026-05 $611M
FILING10-K0001144879-26-000048cik 0001144879
“Because power distribution, cooling architecture, and data hall layouts are standardized across our campuses, we are able to consolidate purchasing around a common set of trusted, qualified partners—including ABB for electrical equipment, BASX for mechanical and cooling systems, and Caterpillar for backup generation—and to place bulk orders against a multi-gigawatt development pipeline.”
FILING10-K0001144879-26-000048cik 0001144879
“Because power distribution, cooling architecture, and data hall layouts are standardized across our campuses, we are able to consolidate purchasing around a common set of trusted, qualified partners—including ABB for electrical equipment, BASX for mechanical and cooling systems, and Caterpillar for backup generation—and to place bulk orders against a multi-gigawatt development pipeline.”
FILING10-K0001144879-26-000048cik 0001144879
“Because power distribution, cooling architecture, and data hall layouts are standardized across our campuses, we are able to consolidate purchasing around a common set of trusted, qualified partners—including ABB for electrical equipment, BASX for mechanical and cooling systems, and Caterpillar for backup generation—and to place bulk orders against a multi-gigawatt development pipeline.”
FILING10-K0001144879-26-000048cik 0001144879
“On March 30, 2026, the Company and CoreWeave amended the ELN-02 Lease to suspend the term for two of the four data halls covered by the lease (the "ELN-02 Lease Amendment") and the Company entered into a new datacenter lease with CoreWeave Compute Acquisition Co. VIII, LLC ("CoreWeave SPV"), a wholly owned subsidiary of CoreWeave, for those two data halls on substantially the same terms as the ELN-02 Lease (the "ELN-02 SPV Lease").”
FILING10-K0001144879-26-000048cik 0001144879
“In addition, through our partnership with Base Electron Corporation ("Base Electron"), an independent power producer, we are pursuing the development of approximately 1.2 GW of front-of-the-meter, natural gas-fired generation in the Dakotas, which we expect to unlock additional power capacity for our development pipeline.”
FILING10-K0001144879-26-000048cik 0001144879
“Covenants in the Credit Agreement entered into on May 29, 2026 by and among APLD Intermediate HoldCo LLC, a first-tier subsidiary of the Company ("APLD Intermediate HoldCo"), and certain other subsidiaries of the Company as subsidiary guarantors with First National Bank of Omaha, as administrative agent and collateral agent, and the lenders and issuing banks party thereto (the "Revolving Credit Agreement") and the indentures governing our notes contain a number 14 of restrictions that impose operating and financial limitations on us and may inhibit our ability to execute our growth strategy or engage in acts that may be in our long-term best interest, including restrictions on our ability to incur additional indebtedness, grant liens on assets, make distributions, dispose of assets, make loans, pay other indebtedness, engage in mergers, and other matters.”
FILING10-K0001144879-26-000048cik 0001144879
“On June 2, 2025, we entered into a Sales Agreement with Northland Securities, Inc. and Wells Fargo Securities, LLC (the "June 2025 Sales Agreement").”
FILING10-K0001144879-26-000048cik 0001144879
“On June 2, 2025, we entered into a Sales Agreement with Northland Securities, Inc. and Wells Fargo Securities, LLC (the "June 2025 Sales Agreement").”
FILING10-K0001144879-26-000048cik 0001144879
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APLD (Applied Digital Corp.) has 7 disclosed suppliers and 4 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
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