Macquarie development loan facility
Company: Applied Digital
The claim, verbatim
Development loan facility with Macquarie Equipment Capital for pre-lease sourcing, planning, and construction of new AI Factory campuses, with initial $100 million commitment
Source (primary)
applied-digital 8-K exhibit (apldq226earningsrelease.htm) (SEC EDGAR (8-K Ex), press_release)
View cached copy (2026-09-22)Live source ↗
Quote: “Entered into a development loan facility with Macquarie Equipment Capital to fund pre-lease sourcing, planning, and construction activities for new AI Factory campuses, including an initial $100 million intended to support development work for multiple sites”
How we checked this
Checked on September 26, 2026. The cited source supports every part of this claim.
The release describes the facility and its initial $100 million. It frames the $100 million as intended to support development work for multiple sites rather than calling it a 'commitment'.
Confirmed in the source:
- Applied Digital entered into a development loan facility with Macquarie Equipment Capital
- The facility funds pre-lease sourcing, planning, and construction activities for new AI Factory campuses
- The facility includes an initial $100 million
What we did: Read our cached copy of SEC EDGAR (8-K Ex) (https://www.sec.gov/Archives/edgar/data/1144879/000114487926000002/apldq226earningsrelease.htm) in full (44,381 characters, retrieved September 22, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms applied-digital 8-K exhibit (apldq226earningsrelease.htm)
Quote: “Entered into a development loan facility with Macquarie Equipment Capital to fund pre-lease sourcing, planning, and construction activities for new AI Factory campuses, including an initial $100 million intended to support development work for multiple sites”