Second AI customer agreement
Company: Applied Digital
The claim, verbatim
Secured second AI customer with agreement worth up to $460 million over 36 months
Source (primary)
Earnings Release (IR page (ir.applieddigital.com), earnings_call)
View cached copy (2026-09-01)Live source ↗Archive.org ↗
Quote: “In June, the Company secured its second AI customer with an agreement worth up to $460 million over 36 months”
How we checked this
Checked on October 10, 2026. The cited source supports every part of this claim.
The release states that in June the company secured its second AI customer with an agreement worth up to $460 million over 36 months.
Confirmed in the source:
- Applied Digital secured a second AI customer
- The second AI customer agreement is worth up to $460 million over 36 months
What we did: Read our cached copy of IR page (ir.applieddigital.com) (https://ir.applieddigital.com/news-events/press-releases/detail/66/applied-digital-reports-fiscal-fourth-quarter-and-full-year/) in full (23,089 characters, retrieved September 1, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Earnings Release
Quote: “In June, the Company secured its second AI customer with an agreement worth up to $460 million over 36 months”
confirms Earnings Release
Quote: “In June, the Company secured its second AI customer with an agreement worth up to $460 million over 36 months.”