Catalyst Event

Applied Digital Corp (APLD) · Other

From Akros U.S. AI Data Center TOP4 Plus Index (AUAIDC)

4/23/2026, 12:00:00 AM

OtherSentiment: Positive

Applied Digital announced a 15-year lease agreement with a new U.S.-based high investment-grade hyperscaler for 300 MW of capacity at its Delta Forge 1 AI Factory campus. The deal is valued at approximately $7.5 billion and increases total contracted revenue to over $23 billion. This significant contract is estimated to have a price impact of ≥10%.

Korean Translation

Applied Digital, 델타 포지 1 AI 팩토리 캠퍼스 내 300MW 규모의 15년 임대 계약 체결을 발표함. 약 75억 달러 규모의 대형 계약으로 10% 이상의 주가 영향이 예상됨.

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