Supply agreements with Dell for AI and GPU servers
Company: Applied Digital
The claim, verbatim
Applied Digital has supply agreements with Dell for delivery of AI and GPU servers
Source (primary)
ARS (IR page (ir.applieddigital.com), ir_release)
View cached copy (2026-09-01)Live source ↗Archive.org ↗
Quote: “In addition, we have supply agreements with Dell for delivery of AI and GPU servers”
How we checked this
Checked on October 10, 2026. The cited source supports every part of this claim.
The 10-K states the company has supply agreements with Dell for AI and GPU servers.
Confirmed in the source:
- Applied Digital has supply agreements with Dell for delivery of AI and GPU servers
What we did: Read our cached copy of IR page (ir.applieddigital.com) (https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001493152-24-042124/ars.pdf) in full (721,673 characters, retrieved September 1, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms ARS
Quote: “In addition, we have supply agreements with Dell for delivery of AI and GPU servers”