Dell GPU Server Supply Agreement
Company: Applied Digital
The claim, verbatim
Have supply agreements with Dell for delivery of AI and GPU servers to support Cloud Services infrastructure
Source (primary)
Applied Digital 424B5 filed 2024-06-17 (SEC EDGAR, sec_filing)
View cached copy (2026-08-31)Live source ↗
Quote: “In addition, we have supply agreements with Dell for delivery to us of AI and GPU servers.”
How we checked this
Checked on September 18, 2026. The cited source supports every part of this claim.
In its Cloud Services section, the filing says the company has supply agreements with Dell for delivery of AI and GPU servers and lists Dell as a major supplier to that segment.
Confirmed in the source:
- Applied Digital has supply agreements with Dell
- The Dell agreements cover delivery of AI and GPU servers
- Dell is named as a major supplier for the Cloud Services Business
What we did: Read our cached copy of SEC EDGAR (https://www.sec.gov/Archives/edgar/data/1144879/000114487924000167/a06142024ciminitialwarrant.htm) in full (130,571 characters, retrieved August 31, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Applied Digital 424B5 filed 2024-06-17
Quote: “In addition, we have supply agreements with Dell for delivery to us of AI and GPU servers.”