AI Compute Deals

Applied Digital AI compute deals

Applied Digital is party to 2 deals in the ledger, the seller or provider in all 2. The 2 with a stated price add up to $12.2B in headline value. Stated capacity: 0.46 GW. Counterparties: Undisclosed hyperscaler, CoreWeave.

Verified 9 Nov 2026. Sums count each row’s headline figure as stated, cancelled deals excluded. Open in the full ledger

  1. Applied Digital 210 MW, 15-year Delta Forge 2 lease with a hyperscaler

    Sells to Undisclosed hyperscaler

    Approximate base-term contracted revenue.

    $5.2B1 0.21 GW signed

  2. Applied Digital–CoreWeave 15-year leases at Polaris Forge 1

    Sells to CoreWeave

    About $7 billion over ~15 years for the initial 250 MW. After the 150 MW option was exercised, total expected lease revenue is about $11 billion for 400 MW.

    $7B1 0.25 GW expanded