Indicators / series
circular.applied_digital_coreweave.contract_usd.pt
Source: SEC EDGAR filings (8-K, 6-K, 10-Q exhibits) (U.S. Securities and Exchange Commission) · Public domain (U.S. government) · CSV
SEC EDGAR archives
| id | value | grade | as of date | published date | tier | audited vs reported | extraction method | review status | retrieved at | http status | content hash | supersedes id | url | flags |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 8898175c4cb3fc1c | $7.0B | grade B, evidence tier 4 | 2025-06-02 | 2025-06-02 | 4 | company_stated | manual | approved | 2026-09-28 17:21 | 200 | 9b596a785863 | — | source page | Applied Digital -> CoreWeave two ~15-year data-centre leases, 250 MW at Polaris Forge 1 (signed 28 May 2025); 8-K splits it US$3B + US$4B. CoreWeave also got APLD warrants (buyer equity in seller, not counted). |
| abcb0df6b243926d | $4.0B | grade B, evidence tier 4 | 2025-08-29 | 2025-08-29 | 4 | company_stated | manual | approved | 2026-09-28 17:21 | 200 | 45623101dfbe | — | source page | Applied Digital -> CoreWeave third lease, 150 MW Building 4 at Polaris Forge 1 (signed 28 Aug 2025), ~15 years. |
Raw snippets and dispute text
- 8898175c4cb3fc1c has entered into two approximately 15-year lease agreements with CoreWeave, the AI Hyperscaler™. Under the lease agreements, Applied Digital will deliver 250 megawatts (MW) of critical IT load to host CoreWeave’s artificial intelligence (AI) and high-performance computing (HPC) infrastructure at its Ellendale, North Dakota data center campus. Over the approximately 15-year term, Applied Digital anticipates generating approximately $7 billion in total revenue from the leases.
- abcb0df6b243926d This new lease agreement with CoreWeave brings Applied Digital’s total anticipated contracted lease revenue to approximately $11B, which includes $7B in revenue from the initial two approximately 15-year leases executed in May of this year.