Contract Ledger

Every disclosed AI compute, colocation, hosting, power and equipment contract, one row per disclosure, read from the SEC filing it appeared in. Nulls mean the filing did not say. Nothing is estimated.

Contracts
1
1 from filings
Disclosed value
$0
sum of stated totals, live
Capacity
200 MW
sum of stated MW, live
GPUs
—
where a count was stated
Providers
1
parties delivering
Latest filing
Mar 10, 2026
most recent disclosure
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Customer concentration · by provider · top 8

Applied Digital1 contract
— · 200 MWtop customer 100%
  • Oracle200 MW

Disclosures · 1

FiledProviderCustomerKindSiteMWGPUsTermTotal valueAnnualStatusSource
Mar 10, 2026Applied DigitalOraclePower supplyPolaris Forge 2, Harwood, North Dakota200 MW————Amendedverified8-K
excerpt
The Issuer intends to use the net proceeds from the offering to fund the development and construction of 200 megawatts of critical IT load at Polaris Forge 2, its AI Factory campus in Harwood, North Dakota currently leased to Oracle
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Rows marked auto were extracted by a model and not yet reviewed; the excerpt under each row is the verbatim passage the figures came from. Confidence is the extractor's own estimate.