APLD supply chain intelligence for Applied Digital Corporation: verified suppliers, customers, debt relationships, acquisitions, and ownership data.
Data compiled by Redley Lamar · ChainSifter Intelligence
Applied Digital Corporation (APLD) is shown with relationship data already present in ChainSifter's database. Counts below come from stored supply-chain records and filing/source URLs where available; missing source URLs are not filled in or estimated.
| Ticker | Name | Confidence | Evidence |
|---|---|---|---|
| GOLDMAN-SACHS-CO-LLC | GOLDMAN-SACHS-CO-LLC | 92% | The notes were sold under a purchase agreement, dated as of March 3, 2026, entered into by and among the Issuer, the subsidiary guarantors party thereto and Goldman Sachs & Co. LLC as the representat… |
| MACQUARIE-EQUIPMENT-CAPITAL-INC | MACQUARIE-EQUIPMENT-CAPITAL-INC | 92% | The Promissory Note provides for a principal sum of (a) $45 million (the 'First Draw'), which was drawn on the Closing Date, plus (b) $55 million (the 'Second Draw,' and, together with the First Draw… |
| BASE-ELECTRON-INC | BASE-ELECTRON-INC | 90% | Base Electron has agreed to issue to Applied Digital 10% of Base Electron's outstanding equity. |
| COREWEAVE-PARENT | COREWEAVE-PARENT | 90% | CoreWeave Parent entered into an Assignment, Assumption and Consent Agreement with CoreWeave SPV and APLD ELN-03 LLC |
| CR-DIT-AGRICOLE-CIB | CR-DIT-AGRICOLE-CIB | 90% | In connection with the DevCo Facility, Northland Securities, Inc. (d/b/a Northland Capital Markets) acted as sole placement agent and Crédit Agricole CIB, RBC Capital Markets, LLC, TD Securities (USA… |
| NORTHLAND-SECURITIES-INC-D-B-A-NORTHLAND-CAPITAL | NORTHLAND-SECURITIES-INC-D-B-A-NORTHLAND-CAPITAL | 90% | In connection with the DevCo Facility, Northland Securities, Inc. (d/b/a Northland Capital Markets) acted as sole placement agent and Crédit Agricole CIB, RBC Capital Markets, LLC, TD Securities (USA… |
| RBC-CAPITAL-MARKETS-LLC | RBC-CAPITAL-MARKETS-LLC | 90% | In connection with the DevCo Facility, Northland Securities, Inc. (d/b/a Northland Capital Markets) acted as sole placement agent and Crédit Agricole CIB, RBC Capital Markets, LLC, TD Securities (USA… |
| TCBI-SECURITIES-INC-D-B-A-TEXAS-CAPITAL-SERVICES | TCBI-SECURITIES-INC-D-B-A-TEXAS-CAPITAL-SERVICES | 90% | In connection with the DevCo Facility, Northland Securities, Inc. (d/b/a Northland Capital Markets) acted as sole placement agent and Crédit Agricole CIB, RBC Capital Markets, LLC, TD Securities (USA… |
| TD-SECURITIES-USA-LLC | TD-SECURITIES-USA-LLC | 90% | In connection with the DevCo Facility, Northland Securities, Inc. (d/b/a Northland Capital Markets) acted as sole placement agent and Crédit Agricole CIB, RBC Capital Markets, LLC, TD Securities (USA… |
| WILMINGTON-TRUST-NATIONAL-ASSOCIATION | WILMINGTON-TRUST-NATIONAL-ASSOCIATION | 90% | the Issuer, APLD FAR Holdings LLC (the direct parent of the Issuer), and the Subsidiary Guarantors entered into an indenture with respect to the notes with Wilmington Trust, National Association, as … |
| EKSO | Ekso Bionics Holdings Inc | 85% | Contributor will contribute all of its right, title and interest in and to 1,200 shares of the common stock of Cloud, constituting a contribution of assets from Contributor to Ekso |
| EKSO | Ekso Bionics Holdings Inc | 85% | Reciprocal relationship from EKSO graph: Reciprocal relationship from APLD graph: Contributor will contribute all of its right, title and interest in and to 1,200 shares of the common stock of Cloud,… |
| CLSK | CleanSpark, Inc. | 72% | Reciprocal relationship from CLSK graph: uction 40,424 69,500 Deferred construction costs 12 45 Deferred lease costs 12,566 7,342 Derivative assets (1) 98,833 — Investments in other companies (2) 43,… |
| CORZ | Core Scientific, Inc. | 72% | Reciprocal relationship from CORZ graph: Reciprocal relationship from APLD graph: Reciprocal relationship from CORZ graph: Reciprocal relationship from APLD graph: Reciprocal relationship from CORZ g… |
| CORZR | CORZR | 72% | Reciprocal relationship from CORZR graph: gital mining facilities into HDC facilities including: • Applied Digital Corporation; • Cipher Mining Inc.; • Galaxy Digital; • Hut 8 Corp.; • IREN; and • Te… |
| MDU | MDU Resources Group, Inc. | 72% | Reciprocal relationship from MDU graph: a shell company (as defined in Rule 12b-2 of the Exchange Act). Yes ☐ No ☒ . Indicate the number of shares outstanding of each of the issuer's classes of commo… |
| OTGA | OTG Acquisition Corp. I | 72% | Reciprocal relationship from OTGA graph: Reciprocal relationship from APLD graph: Reciprocal relationship from OTGA graph: Reciprocal relationship from APLD graph: Reciprocal relationship from OTGA g… |
| RILY | BRC Group Holdings, Inc. | 72% | Reciprocal relationship from RILY graph: telecom resale services; • $(0.8) million decrease in Lingo segment, driven by fewer POTS and broadband subscribers as customers migrated to VoIP services, pa… |
| RILYZ | RILYZ | 72% | Reciprocal relationship from RILYZ graph: telecom resale services; • $(0.8) million decrease in Lingo segment, driven by fewer POTS and broadband subscribers as customers migrated to VoIP services, p… |
| Ticker | Name | Confidence | Evidence |
|---|---|---|---|
| COREWEAVE-SPV | COREWEAVE-SPV | 92% | our dependence on principal customers, including our ability to execute and perform our obligations under our leases with key customers, including without limitation, the datacenter leases with CoreW… |
| HYPERSCALERS | HYPERSCALERS | 90% | the Company’s dependence on principal customers, including its ability to execute and perform its obligations under its leases with key customers, including without limitation, the datacenter leases … |
| ORCL | Oracle Corporation | 90% | its AI Factory campus in Harwood, North Dakota currently leased to Oracle |
| ORCL | Oracle Corporation | 90% | Reciprocal relationship from ORCL graph: Reciprocal relationship from APLD graph: Reciprocal relationship from ORCL graph: Reciprocal relationship from APLD graph: Reciprocal relationship from ORCL g… |
| APLD-HPC-HOLDINGS | APLD-HPC-HOLDINGS | 85% | ive Data Center Lease to which such subsidiary is a party. On August 28, 2025, APLD ELN-02 C LLC, our subsidiary, entered into a third data center lease, the (“Building 4 Lease”) with CoreWeave to de… |
| B-W | B-W | 80% | The Design-Build Agreement contemplates the engineering, procurement, construction and commissioning of a power generation facility with an expected nameplate capacity of approximately 1.2 GW anticip… |
| BW | Babcock & Wilcox Enterprises, Inc. | 72% | ble of Contents approximately $118.2 million related to tenant fit-out services, $55.7 million related to base rent and $8.4 million related to power pass through arrangements and other ancillary rev… |
| BW | Babcock & Wilcox Enterprises, Inc. | 72% | Reciprocal relationship from BW graph: Reciprocal relationship from APLD graph: Reciprocal relationship from BW graph: Reciprocal relationship from APLD graph: ble of Contents approximately $118.2 mi… |
| CHRN | CHRN | 72% | Hosting Business provides energized infrastructure services to crypto mining customers. Our custom-designed data centers allow customers to rent space based on their power requirements. As of Februar… |
| CHRN | CHRN | 72% | Reciprocal relationship from CHRN graph: Reciprocal relationship from APLD graph: Reciprocal relationship from CHRN graph: Reciprocal relationship from APLD graph: Reciprocal relationship from CHRN g… |
| CORZ | Core Scientific, Inc. | 72% | Reciprocal relationship from CORZ graph: Reciprocal relationship from APLD graph: Reciprocal relationship from CORZ graph: Reciprocal relationship from APLD graph: Reciprocal relationship from CORZ g… |
| CORZR | CORZR | 72% | Reciprocal relationship from CORZR graph: Reciprocal relationship from APLD graph: Reciprocal relationship from CORZR graph: . Suppliers Power Providers We have fixed, variable and interruptible bi-l… |
| EKSO | Ekso Bionics Holdings Inc | 72% | Reciprocal relationship from EKSO graph: Reciprocal relationship from APLD graph: Reciprocal relationship from EKSO graph: Reciprocal relationship from APLD graph: Reciprocal relationship from EKSO g… |
| MIGI | Big Digital Energy Inc | 72% | Reciprocal relationship from MIGI graph: Reciprocal relationship from APLD graph: Reciprocal relationship from MIGI graph: Reciprocal relationship from APLD graph: Reciprocal relationship from MIGI g… |
| MS-PE | Morgan Stanley | 72% | Reciprocal relationship from MS-PE graph: Reciprocal relationship from APLD graph: Reciprocal relationship from MS-PE graph: Reciprocal relationship from APLD graph: Reciprocal relationship from MS-P… |
| MS-PK | Morgan Stanley | 72% | ned subsidiary of the Company, and is secured by the Jamestown hosting facility, a security interest in substantially all of the assets of APLD Hosting LLC, and interests in all master hosting agreem… |
| MS-PK | Morgan Stanley | 72% | Reciprocal relationship from MS-PK graph: Reciprocal relationship from APLD graph: ned subsidiary of the Company, and is secured by the Jamestown hosting facility, a security interest in substantiall… |
| APLD | Applied Digital Corporation | 62% | Hosting Business provides energized infrastructure services to crypto mining customers. Our custom-designed data centers allow customers to rent space based on their power requirements. As of Februar… |
| APLD-HOSTING-LLC | APLD-HOSTING-LLC | 62% | ned subsidiary of the Company, and is secured by the Jamestown hosting facility, a security interest in substantially all of the assets of APLD Hosting LLC, and interests in all master hosting agreem… |
| BASE-ELECTRON-INC | BASE-ELECTRON-INC | 62% | development and construction of the facilities. If the escrow release condition is not satisfied on or prior to June 30, 2026, or is deemed incapable of being satisfied by such date, the 2031 Notes w… |
| COREWEAVE-COMPUTE-ACQUISITION-CO-VIII-LLC | COREWEAVE-COMPUTE-ACQUISITION-CO-VIII-LLC | 62% | development and construction of the facilities. If the escrow release condition is not satisfied on or prior to June 30, 2026, or is deemed incapable of being satisfied by such date, the 2031 Notes w… |
| INTERMEDIATE-HOLDINGS | INTERMEDIATE-HOLDINGS | 62% | ned subsidiary of the Company, and is secured by the Jamestown hosting facility, a security interest in substantially all of the assets of APLD Hosting LLC, and interests in all master hosting agreem… |
| MACQUARIE-EQUIPMENT-CAPITAL-INC | MACQUARIE-EQUIPMENT-CAPITAL-INC | 62% | ned subsidiary of the Company, and is secured by the Jamestown hosting facility, a security interest in substantially all of the assets of APLD Hosting LLC, and interests in all master hosting agreem… |
| PRESENTATION-APPLIED-DIGITAL-CORPORATION | PRESENTATION-APPLIED-DIGITAL-CORPORATION | 62% | 8, 2025 CASH FLOW FROM OPERATING ACTIVITIES Net loss $ ( 101,932 ) $ ( 178,528 ) Adjustments to reconcile net loss to net cash used in operating activities: Depreciation and amortization 33,552 79,54… |
| SALE-APLD-HOLDINGS | SALE-APLD-HOLDINGS | 62% | uction 40,424 69,500 Deferred construction costs 12 45 Deferred lease costs 12,566 7,342 Derivative assets (1) 98,833 — Investments in other companies (2) 43,620 6,073 Investment in related party (3)… |
| WILCOX-ENTERPRISES-INC | WILCOX-ENTERPRISES-INC | 62% | ble of Contents approximately $118.2 million related to tenant fit-out services, $55.7 million related to base rent and $8.4 million related to power pass through arrangements and other ancillary rev… |
| Instrument | Description | Confidence | Evidence |
|---|---|---|---|
| APLD-DEBT | Debt stack $7.2M | 90% | Market cache reports total debt of $7.2M. |
| APLD-DEBT-3725 | Xbrl Convertible | 90% | xbrl convertible detail from xbrl 2025-05-31. |
| APLD-DEBT-3724 | Warrants outstanding: 136292000 | 90% | xbrl warrant detail from xbrl 2026-02-28. |
| Holder | Name | Confidence | Evidence |
|---|---|---|---|
| APLD-OWNER-SITUATIONAL-AWARENESS-LP | Situational Awareness LP | 95% | 13F/ownership overlay lists Situational Awareness LP ; shares held 6,064,155; ownership 2.17%; value $214.9M; as of 2025-09-30. |
| APLD-OWNER-BNP-PARIBAS-FINANCIAL-MARKETS | BNP Paribas Financial Markets | 95% | 13F/ownership overlay lists BNP Paribas Financial Markets; shares held 4,685,538; ownership 1.68%; value $166.0M; as of 2025-09-30. |
| APLD-OWNER-HOOD-RIVER-CAPITAL-MANAGEMENT-LLC | Hood River Capital Management LLC | 95% | 13F/ownership overlay lists Hood River Capital Management LLC; shares held 21,046,654; ownership 7.53%; value $745.7M; as of 2025-09-30. |
| APLD-OWNER-GEODE-CAPITAL-MANAGEMENT-LLC | Geode Capital Management, LLC | 95% | 13F/ownership overlay lists Geode Capital Management, LLC; shares held 5,981,592; ownership 2.14%; value $211.9M; as of 2025-09-30. |
| APLD-OWNER-SHAW-D-E-CO-INC | Shaw D.E. & Co., Inc. | 95% | 13F/ownership overlay lists Shaw D.E. & Co., Inc.; shares held 10,905,830; ownership 3.90%; value $386.4M; as of 2025-09-30. |
| APLD-OWNER-JANE-STREET-GROUP-LLC | Jane Street Group, LLC | 95% | 13F/ownership overlay lists Jane Street Group, LLC; shares held 7,198,999; ownership 2.57%; value $255.1M; as of 2025-09-30. |
| APLD-OWNER-BLACKROCK-INC | Blackrock Inc. | 95% | 13F/ownership overlay lists Blackrock Inc.; shares held 18,509,611; ownership 6.62%; value $655.8M; as of 2025-09-30. |
| APLD-OWNER-NVIDIA-CORP | Nvidia Corp | 95% | 13F/ownership overlay lists Nvidia Corp ; shares held 7,716,050; ownership 2.76%; value $273.4M; as of 2025-09-30. |
| APLD-OWNER-VANGUARD-GROUP-INC | Vanguard Group Inc | 95% | 13F/ownership overlay lists Vanguard Group Inc; shares held 24,168,082; ownership 8.64%; value $856.3M; as of 2025-12-31. |
| APLD-OWNER-STATE-STREET-CORPORATION | State Street Corporation | 95% | 13F/ownership overlay lists State Street Corporation; shares held 4,848,822; ownership 1.73%; value $171.8M; as of 2025-09-30. |
| APLD-OWNER-HOOD-RIVER-CAPITAL-MANAGEMENT-LL | Hood River Capital Management LLC | 90% | 13F overlay lists Hood River Capital Management LLC as top holder; 473 tracked holders. |
| Ticker | Name | Chain Index | Hops | Relationship Types |
|---|---|---|---|---|
| MS-PE | Morgan Stanley | 100.00 | 1 | ['customer'] |
| CGNT | Cognyte Software Ltd. | 100.00 | 2 | |
| EKSO | Ekso Bionics Holdings Inc | 100.00 | 1 | ['customer', 'supplier'] |
| MS-PK | Morgan Stanley | 100.00 | 1 | ['customer'] |
| ORCL | Oracle Corporation | 100.00 | 1 | ['customer'] |
| CLSK | CleanSpark, Inc. | 100.00 | 1 | ['supplier'] |
| BW | Babcock & Wilcox Enterprises, Inc. | 100.00 | 1 | ['customer'] |
| SQNS | Sequans Communications S.A. | 100.00 | 2 | |
| MDU | MDU Resources Group, Inc. | 100.00 | 1 | ['supplier'] |
| CHRN | ChronoScale Corporation | 100.00 | 1 | ['customer'] |
| RILYZ | BRC Group Holdings, Inc. | 100.00 | 1 | ['supplier'] |
| OTGA | OTG Acquisition Corp. I | 100.00 | 1 | ['supplier'] |
| RILY | BRC Group Holdings, Inc. | 100.00 | 1 | ['supplier'] |
| MIGI | Big Digital Energy Inc | 100.00 | 1 | ['customer'] |
| CORZR | Core Scientific, Inc./tx | 100.00 | 1 | ['customer', 'supplier'] |
| CORZ | Core Scientific, Inc. | 100.00 | 1 | ['customer', 'supplier'] |
| ORACLE | ORACLE | 60.75 | 1 | ['receiving'] |
| CMCM | Cheetah Mobile Inc. | 50.00 | 2 | |
| CMBT | Cmb.Tech NV | 50.00 | 2 | |
| RSVR | Reservoir Media, Inc. | 50.00 | 2 |