Applied Digital said on Wednesday that it signed a $5 billion infrastructure lease agreement with a U.S. hyperscaler. Shares of the data center company dropped more than 7% following the announcement, continuing a recent slumped that's sent the stock down over 20% in the past week. The stock has still almost quadrupled this year. The lease announced on Wednesday is for about 15 years and will deliver 200 megawatts of capacity at the company's Polaris Forge 2 campus in North Dakota. It brings the company's t ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

股价表现 - 英伟达持仓概念股普遍下跌，其中CoreWeave跌幅超过5.4%，Arm Holdings跌幅超过2%，Applied Digital跌幅超过3%，Recursion Pharmaceuticals和Nebius跌幅均超过5% [1] - 英伟达自身股价下跌0.5% [1]

股价表现 - 英伟达持仓概念股普遍下跌，其中CoreWeave跌幅超过5.4% [1] - Arm Holdings股价下跌超过2%，Applied Digital下跌超过3% [1] - Recursion Pharmaceuticals和Nebius股价均下跌超过5% [1] - 英伟达自身股价下跌0.5% [1]

股价表现 - 周三英伟达持仓概念股普遍下跌，其中CoreWeave跌幅超过5.4%，Recursion Pharmaceuticals和Nebius跌幅超过5%，Applied Digital跌幅超过3%，Arm Holdings跌幅超过2% [1] - 英伟达自身股价下跌0.5% [1]

Joining us now in a CNBC exclusive is applied digital CEO Wes Cummins. We'll talk about what this deal of course means for oh a lot of different things. Let's start off there.5 billion 15 years. Why don't you ever name the the tenants in in some of these instances confidentiality and the agreements don't allow us to name who the tenants are in our first lease. We we named Core Weeb as the tenant.But but David on this for a hyperscaler investment rate hyperscaler specifically that's most of the companies tha ...

Applied Digital stock (Nasdaq:APLD) soared on Wednesday after the company signed a roughly $5 billion, 15-year AI compute lease with a major US hyperscaler for 200 MW of capacity at its Polaris Forge ... ...

Applied Digital on Wednesday signed a $5 billion lease with a U.S.-based hyperscaler for 200 MW at its Polaris Forge 2 campus in North Dakota, sending its shares up 4% in premarket trading. ...

Approximate 15-Year Lease Agreement to Deliver 200 MW of Critical IT Capacity at Polaris Forge 2, Bringing the Company’s Total Leased Capacity Across North Dakota, With Two of the Largest Global Hyperscalers, to 600 MWDALLAS, Oct. 22, 2025 (GLOBE NEWSWIRE) -- Applied Digital (NASDAQ: APLD) announced today that it has entered into a lease agreement with a U.S. Based Investment Grade Hyperscaler at its state-of-the-art, purpose-built Polaris Forge 2 Campus currently under construction near Harwood, North Dako ...

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