Filter regulatory filings, audited reports, contracts, permits, utility records, calls, presentations, industry data, journalism, and lower-confidence claims. Each source records its quality, verification state, relevant finding, page references, and connected research.
APLD · Published 2026-10-07 · United States
Relevant finding
Latest actual debt and preferred capital update.
Review notes
Evidence classification: latest actual debt and preferred capital update. Financial period end 2026-08-31. Peer financing is not a NUAI lending commitment. Full source-to-cell mappings and uncertainties are in the v2.6 register.
APLD · Published 2026-10-07 · United States
Relevant finding
Current update referencing earlier June financing.
Review notes
Evidence classification: current update referencing earlier June financing. Peer financing is not a NUAI lending commitment. Full source-to-cell mappings and uncertainties are in the v2.6 register.
APLD · Jul 30, 2026 · United States
Relevant finding
Provides Polaris Forge 1 contracted critical IT MW and CoreWeave lease revenue context.
Review notes
Fiscal year ended May 31, 2026; other Applied Digital tenants have distinct credit exposure.
Relevant pages: Relevant sections identified in the linked source; see in-article source descriptions.
APLD · Jul 1, 2026 · United States
Relevant finding
Illustrative source for contracted capacity and construction schedule.
Review notes
Separate signed commitments from prospective pipeline.
APLD · Jun 30, 2026 · United States
Relevant finding
Illustrative source for construction commitments, revenue recognition, debt, and share count.
Review notes
Replace with exact filing and debt footnotes.
APLD · Published 2026-06-16 · United States
Relevant finding
Executed offering and completion guarantee.
Review notes
Evidence classification: executed offering and completion guarantee. Peer financing is not a NUAI lending commitment. Full source-to-cell mappings and uncertainties are in the v2.6 register.
APLD · Published 2026-04-23 · United States
Relevant finding
Illustrative capitalization subject to further definitive documentation.
Review notes
Evidence classification: illustrative capitalization subject to further definitive documentation. Peer financing is not a NUAI lending commitment. Full source-to-cell mappings and uncertainties are in the v2.6 register.
Relevant pages: slides40-42
APLD · Published 2026-03-10 · United States
Relevant finding
Executed offering, escrow and completion guarantee.
Review notes
Evidence classification: executed offering, escrow and completion guarantee. Peer financing is not a NUAI lending commitment. Full source-to-cell mappings and uncertainties are in the v2.6 register.