Applied Digital, 8-K 제출: Regulation FD 공시

June 8, 2026, Applied Digital Corporation, a Nevada corporation (the “Company”), issued a press release announcing it has entered into a long-term lease agreement at its Delta Forge 2 Campus, a purpose-built AI Factory campus located in a new southern state. A copy of the Company’s press release relating to such is attached as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated into this Item 7.01 by reference.

Also, on June 9, 2026, the Company posted an updated investor presentation to its website at https://ir.applieddigital.com/news-events/presentations.

A copy of the Company’s updated investor presentation is attached as Exhibit 99.2 to this Current Report on Form 8-K and is incorporated into this Item 7.01 by reference.

other document pursuant to the Securities Act of 1933, as amended, or into any filing or other document pursuant to the Exchange Act, except as otherwise expressly stated in any such filing.

New

Long-Term Agreement with U.S. Based High Investment-Grade Hyperscaler Brings Total Contracted Portfolio to Approx. $36 Billion Across

Five AI Factory Campuses.

DALLAS, June 8, 2026 (GLOBE NEWSWIRE) -- Applied Digital (NASDAQ: APLD), a designer, builder, and operator of high-performance, sustainably engineered data centers and colocation services for artificial intelligence, cloud, networking, and blockchain workloads, today announced it has entered into a new long-term lease agreement at Delta Forge 2, a purpose-built AI Factory campus located in a new southern state. The lease is with a U.S. based high investment-grade hyperscaler, marking the company’s fifth AI Factory campus overall.

The agreement covers 210 MW of critical IT load under a 15-year take-or-pay structure with renewal options, representing approximately $5.2 billion in base-term contracted revenue, or approximately $12.7 billion if all renewal options are exercised over a 30-year total term.

“Two years ago, we made a deliberate decision to build a company that scales, not just builds data centers,” said Wes Cummins, Chairman and Chief Executive Officer of Applied Digital. “We call it our franchise model — a core team of design, construction, and operations professionals replicated across every campus, in every market. Continued demand from leading hyperscalers across five campuses is strong validation of our model.”

With this agreement, which represents Applied Digital’s third long-term lease with the same U.S. based investment-grade hyperscaler, the company’s contracted portfolio spans five AI Factory campuses, representing 1.4 GW of critical IT load, approximately 2.15

GW of grid-connected utility power, and approximately $36 billion in total contracted base-term lease revenue, or $86 billion if all renewal options are exercised. Approximately 70% of contracted revenue is now backed by U.S. based investment-grade hyperscalers.

Applied

Digital’s site selection strategy prioritizes communities where large-scale, long-duration infrastructure investment creates meaningful and lasting economic impact, including local employment, an expanded tax base, and sustained economic activity over the life of each project.

“We are deliberate about where we build,” Cummins continued. “We look for communities where this kind of investment genuinely matters — where the jobs, the tax base, and the long-term economic activity have real impact. We have built a track record of being good partners to those communities, and we take that responsibility seriously. That track record is part of how we earn the right to keep building.”

Delta

Forge 2 is expected to bring meaningful local employment, construction activity to its host community. The campus integrates Applied

Digital’s proprietary waterless cooling technology and high-power density infrastructure, purpose-built for the compute densities required by large-scale AI training and inference workloads. Initial operations are anticipated to commence in Q1 2028.

To see this community model in practice, Applied Digital’s documentary series Behind the Build offers a ground-level look at how Applied Digital constructs its AI Factory campuses alongside the communities they call home.

Key Transaction Highlights:

● 210 MW of critical IT load located in a new southern state

● 15-year take-or-pay lease with renewal options; approximately $5.2 billion in base-term contracted revenue, approximately $12.7 billion including all renewal options over a 30-year total term

● Lease with a U.S. based high investment-grade hyperscaler; Applied Digital’s fifth AI Factory campus

● Franchise model now active across northern and southern geographies

● Brings total contracted lease revenue to approximately $36 billion across five campuses ($86 billion if all renewal options are exercised)

● Total contracted critical IT load now reaches 1.4 GW; approximately 2.15 GW gross grid-connected utility power

● Approximately 70% of contracted revenue backed by U.S. based investment-grade hyperscalers

● Purpose-built for large-scale AI training and inference; incorporates Applied Digital’s proprietary waterless cooling and high-density power infrastructure