Applied Digital Corp. 8-K

What Happened
Applied Digital Corporation (APLD) filed a Form 8-K on June 9, 2026 (Item 7.01, Regulation FD Disclosure) to announce that it has entered into a long-term lease at its Delta Forge 2 Campus, a purpose-built "AI Factory" campus located in a new southern state. The company attached a press release dated June 8, 2026 as Exhibit 99.1 and also provided an investor presentation.

Key Details

• Filing: Form 8-K filed June 9, 2026 under Item 7.01 (Regulation FD Disclosure).
• Announcement: Long-term lease at Delta Forge 2 Campus — described as a purpose-built AI Factory.
• Documents attached: Press release dated June 8, 2026 (Exhibit 99.1) and an investor presentation (Exhibit 99.2).
• Location: Campus is in a "new southern state" per the filing; no financial terms or lease amounts were disclosed in the 8-K.

Why It Matters
This 8-K confirms Applied Digital is expanding its AI infrastructure footprint by securing a long-term lease for the Delta Forge 2 Campus. For investors, the filing is a material operational update (publicly disclosed under Regulation FD) that could affect the company’s capacity to host AI workloads and future commercial activity; however, the filing does not provide lease financials or detailed timing, so investors should review the attached press release and investor presentation for further specifics.