APLD furnishes 8-K: leases Polaris Forge 2, updates investor deck

Rhea-AI Filing Summary

Applied Digital Corporation furnished an update under Item 7.01. The company announced it has entered into a lease agreement at its state-of-the-art, purpose-built Polaris Forge 2 Campus, which is under construction near Harwood, North Dakota.

The company also posted an updated investor presentation on its website and attached the press release and presentation as Exhibits 99.1 and 99.2. The furnished information is not deemed filed under the Exchange Act.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, DC 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

October 22, 2025

(Date of earliest event reported)

APPLIED DIGITAL CORPORATION

(Exact name of registrant as specified in its charter)

Nevada			001-31968			95-4863690
(State or other jurisdiction of incorporation)			(Commission File Number)			(IRS Employer Identification No.)

3811 Turtle Creek Boulevard,

Suite 2100,

Dallas,

Texas

75219

(Address of principal executive offices)

(Zip Code)

214-427-1704

(Registrant’s telephone number, including area code)

N/A

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

o    Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

o    Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

o    Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

o    Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

o    Emerging growth company

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. o

Securities registered pursuant to Section 12(b) of the Act:

Title of each class			Trading Symbol(s)			Name of each exchange on which registered
Common Stock			APLD			Nasdaq Global Select Market

Item 7.01 Regulation FD Disclosure

On October 22, 2025, Applied Digital Corporation (the “Company”) issued a press release announcing it has entered into a lease agreement at its state-of-the-art, purpose-built Polaris Forge 2 Campus currently under construction near Harwood, North Dakota. A copy of the Company’s press release relating to such is attached as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated into this Item 7.01 by reference.

Also on October 22, 2025, the Company posted an updated investor presentation to its website at https://ir.applieddigital.com/news-events/presentations. A copy of the Company’s updated investor presentation is attached as Exhibit 99.2 to this Current Report on Form 8-K and is incorporated into this Item 7.01 by reference.

The information contained in this Item 7.01, including the related information set forth in Exhibit 99.1 and Exhibit 99.2, is being “furnished” and shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934 (“Exchange Act”) or otherwise. The information in this Item 7.01 shall not be incorporated by reference into any registration statement or other document pursuant to the Securities Act of 1933, as amended, or into any filing or other document pursuant to the Exchange Act, except as otherwise expressly stated in any such filing.

Item 9.01 Financial Statements and Exhibits

(d) Exhibits

EXHIBIT INDEX

Exhibit No.						Description
99.1						Press Release, dated October 22, 2025
99.2						Investor Presentation

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SIGNATURE

Pursuant to the requirements of Section 13 or 15 (d) of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

Dated: October 22, 2025						By:			/s/ Saidal Mohmand
						Name:			Saidal Mohmand
						Title:			Chief Financial Officer

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FAQ

What did APLD announce on October 22, 2025?

The company announced it has entered into a lease agreement at its Polaris Forge 2 Campus near Harwood, North Dakota.

What is included in APLD’s 8-K exhibits?

Exhibit 99.1 is a press release dated October 22, 2025, and Exhibit 99.2 is an investor presentation.

Where can I find APLD’s updated investor presentation?

It is posted at https://ir.applieddigital.com/news-events/presentations and attached as Exhibit 99.2.

Is the information considered filed with the SEC?

No. The information in Item 7.01, including Exhibits 99.1 and 99.2, is being furnished and is not deemed filed under the Exchange Act.

What exchange does APLD trade on?

APLD common stock trades on the Nasdaq Global Select Market.

Where is the Polaris Forge 2 Campus located?

The campus is under construction near Harwood, North Dakota.