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The Markets Desk — Week 46 · Wed 11 Nov 2026
Compute · a party on the Ledger

Applied Digital

5 deals · Landlord ×4 · Buyer ×1

Applied Digital’s company pageIn the LedgerThe compute board
Every published deal Applied Digital is on, newest first
AnnouncedDealRoleKindSizeSource
7 Oct 2026Applied Digital signs a 15-year power purchase agreement with Base Electron for a planned 1,200 MW gas plant in Center, North DakotaBuyerPower dealundisclosedApplied Digital 10-Q, subsequent events, filed 2026-10-07
8 Jun 2026Applied Digital leases all 210 MW of its Delta Forge 2 campus to an unnamed hyperscaler for about 15 years, about $5.2BLandlordSite lease$5.2BApplied Digital 8-K Ex. 99.1, filed 2026-06-09
20 May 2026Applied Digital leases 300 MW at its Polaris Forge 3 campus to an unnamed hyperscaler for about 15 years, about $7.5BLandlordSite lease$7.5BApplied Digital press release, 2026-05-20
23 Apr 2026Applied Digital leases 300 MW at its Delta Forge 1 campus in Louisiana to an unnamed hyperscaler for about 15 years, about $7.5BLandlordSite lease$7.5BApplied Digital 8-K Ex. 99.1, filed 2026-04-23
2 Jun 2025CoreWeave signs two ~15-year leases for 250 MW at Applied Digital's Ellendale, North Dakota campus, ~$7BLandlordSite lease$7BApplied Digital 8-K, 2025-06-02

Facts only · every row read in its source · a party is matched by its name as the deals state it