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Applied Digital Corporation secured new financing and outlined plans to fund its next major AI data center build. The company closed a revolving credit facility arranged by Goldman Sachs with up to $350 million of committed capacity and an $200 million accordion, for total potential availability of $550 million. This facility, maturing in 2029, is secured by certain non-data center project assets and bears interest at SOFR plus 225 basis points or the Alternative Base Rate plus 125 basis points. Proceeds will support pre- and post-lease development of data center projects, working capital and general corporate purposes.
Separately, subsidiary APLD ComputeCo 3 LLC intends to offer $1.59 billion of senior secured notes due 2031 in a private offering to qualified institutional buyers under Rule 144A and to non-U.S. investors under Regulation S. Net proceeds are expected to fund construction and related costs for 150 megawatts of critical IT load at the ELN-04 building at the Polaris Forge 1 AI Factory campus in North Dakota, repay a Goldman Sachs bridge loan, fund debt service reserves and cover transaction expenses. The notes will be fully and unconditionally guaranteed by certain ELN-04 subsidiaries and secured by first-priority liens on substantially all of their assets and related equity interests, with Applied Digital providing a completion guarantee for the ELN-04 project.
Applied Digital Corp. ownership disclosure: multiple Jane Street entities report a combined 20,886,105 shares, equal to 7.1% of common stock, reflecting shared voting and dispositive power. The filing states the calculation uses 295,545,891 shares outstanding (including 15,960,068 warrants).
The filing lists per-entity holdings, including Jane Street Global Trading, LLC with 15,964,583 shares (5.4%) and Jane Street Capital, LLC with 3,624,900 shares (1.2%).
Applied Digital Corporation completed the separation of its cloud business by contributing all 1,200 outstanding shares of Applied Digital Cloud Corporation to Ekso Bionics Holdings in exchange for 138,216,820 newly issued Ekso common shares, creating ChronoScale Corporation as Ekso’s successor.
ChronoScale now trades on the Nasdaq Capital Market under the ticker CHRN, while Applied Digital and its subsidiary collectively own approximately 97% of ChronoScale’s outstanding equity. In a concurrent private placement, Applied Digital purchased 1,311,407 additional ChronoScale (Ekso) shares at $12.01 per share for about $15.75 million in cash.
Applied Digital entered into a Services Agreement under which ChronoScale will pay it a quarterly fee equal to 1% of ChronoScale’s consolidated gross revenue plus other service fees. An Investor Rights Agreement gives Applied Digital affiliates board designation, observer, approval, preemptive, and resale registration rights at specified ownership thresholds.
Applied Digital Corp. director Richard N. Nottenburg reported selling a total of 25,000 shares of common stock in two open-market transactions. He sold 12,500 shares on April 28, 2026 at $32.00 per share and 12,500 shares on April 30, 2026 at a weighted average price of $34.59 per share, in multiple trades between $34.58 and $34.64.
After these sales, he directly owns 208,378 shares of Applied Digital common stock, which includes 7,747 restricted stock units granted on November 9, 2025 that vest in full on November 5, 2026, subject to his continued board service.
Richard N. Nottenburg submitted a Rule 144 notice reporting the sale of 12,500 shares of Common Stock. The filing lists a prior sale of 12,500 shares for $400,000 on 04/28/2026 and references restricted stock dated 05/13/2025. The record includes a share figure of 285,769,539 as of 04/30/2026.
Applied Digital Corp. director Douglas S. Miller reported an open-market sale of 10,000 shares of common stock at a weighted average price of $34.98 per share. After this sale, he directly holds 184,859 shares.
His holdings include 7,747 restricted stock units granted on November 9, 2025, which convert into common stock on a one-for-one basis and vest in full on November 5, 2026, contingent on his continued board service.
Applied Digital Corp reports a 5.36% beneficial holding of 14,996,742 shares by Vanguard Portfolio Management. The filing states Vanguard Portfolio Management has sole dispositive power for 14,996,742 shares and sole voting power for 188,947 shares. The filing is signed on 04/28/2026.
APLD submitted a Form 144 reporting the proposed sale of 12,500 shares of Common Stock via Morgan Stanley Smith Barney LLC. The filing lists 7,500 shares tied to a 05/13/2025 restricted-stock grant and 5,000 shares tied to a 11/20/2025 restricted-stock grant.
The filing reports a notice under Form 144 relating to 10,000 shares of Common Stock to be sold by a Morgan Stanley Smith Barney LLC account. The shares were restricted stock that vested under a registered plan on 11/09/2024. The filing entry shows a date of 04/27/2026.
Applied Digital has signed a major 15-year lease with a new U.S.-based high investment-grade hyperscaler at its 430 MW Delta Forge 1 AI Factory campus. The agreement covers 300 MW of critical IT load and carries approximately $7.5 billion in total contracted value, purpose-built for the tenant’s AI and high-performance computing infrastructure.
With this lease, Applied Digital now has three hyperscale tenants across three AI Factory campuses and more than $23 billion in total contracted lease revenue, over half of which is backed by investment-grade customers. Initial operations at Delta Forge 1 are anticipated to begin in mid-2027.
The company also highlights plans to enter an up to $300 million senior secured bridge facility to support development of the 150 MW Building 3 at Polaris Forge 1 and an up to $300 million senior secured revolving credit facility to fund development across its platform and working capital needs.