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Second AI cloud customer agreement

Company: Applied Digital

This claim was marked delayed on September 14, 2026. Recorded automatically from the cited source when it was published, then queued for evidence review.

How this was decided: Automated extraction from the cited source. The claim is preserved below exactly as it was originally published, so the record shows what was asserted as well as what became of it.

Subject kind
customer
Statement date
2023-08-01
Promised by
2026-06-23
Promised amount
460.0 USD
Current status
delayed

The claim, verbatim

Signed second customer in AI cloud hosting business with agreement worth up to $460 million over 36 months

Source (primary)

Applied Digital 10-K filed 2023-08-02 (SEC EDGAR, sec_filing)
View cached copy (2026-09-13)Live source ↗

Quote: “On June 23, 2023, we announced that we had signed our second customer in our AI cloud hosting business. This agreement has a value worth up to $460 million over 36 months.”

How we checked this

This claim has not yet been checked assertion-by-assertion against its source. It carries a cited source and quote, but the deeper check has not run. When it does, the result appears here whatever it says.

Additional evidence

confirms Applied Digital 10-K filed 2023-08-02

Quote: “On June 23, 2023, we announced that we had signed our second customer in our AI cloud hosting business. This agreement has a value worth up to $460 million over 36 months.”

View cached copy (2026-09-13)Live source ↗

Record of changes

September 13, 2026 — stated
Automated extraction from the cited source. Recorded automatically from the cited source when it was published, then queued for evidence review.
September 14, 2026 — delayed
Automated extraction from the cited source. Recorded automatically from the cited source when it was published, then queued for evidence review.