APLD supply chain intelligence for Applied Digital Corporation: verified suppliers, customers, debt relationships, acquisitions, and ownership data.
Data compiled by Redley Lamar · ChainSifter Intelligence
| 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… |
| 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: Reciprocal relationship from EKSO graph: Reciprocal relationship from APLD graph: Reciprocal relationship from EKSO g… |
| 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% | Reciprocal relationship from ORCL graph: Reciprocal relationship from APLD graph: its AI Factory campus in Harwood, North Dakota currently leased to Oracle |
| ORCL | Oracle Corporation | 90% | its AI Factory campus in Harwood, North Dakota currently leased to Oracle |
| 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… |
| CHRN | CHRN | 70% | Reciprocal relationship from CHRN graph: each a wholly owned direct or indirect subsidiary of Applied Digital Corporation, a Nevada corporation |
| 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… |
| Instrument | Description | Confidence | Evidence |
|---|---|---|---|
| APLD-DEBT | Debt stack $2.8B | 90% | Market cache reports total debt of $2.8B. |
| APLD-DEBT-3724 | Warrants outstanding: 136292000 | 90% | xbrl warrant detail from xbrl 2026-02-28. |
| APLD-DEBT-3725 | Xbrl Convertible | 90% | xbrl convertible detail from xbrl 2025-05-31. |
| Holder | Name | Confidence | Evidence |
|---|---|---|---|
| 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-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-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-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-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-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-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-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-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-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-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 |
|---|---|---|---|---|
| CHRN | ChronoScale Corporation | 100.00 | 1 | ['customer'] |
| CGNT | Cognyte Software Ltd. | 100.00 | 2 | |
| SQNS | Sequans Communications S.A. | 100.00 | 2 | |
| CLSK | CleanSpark, Inc. | 100.00 | 1 | ['spend'] |
| EKSO | Ekso Bionics Holdings Inc | 100.00 | 1 | ['supplier'] |
| ORACLE | ORACLE | 60.75 | 1 | ['receiving'] |
| ORCL | Oracle Corporation | 60.75 | 1 | ['customer'] |
| PH | Parker-Hannifin Corporation | 50.00 | 2 | |
| DTW | DTE Energy Company JR SUB DB 2017 E | 50.00 | 2 | |
| FRMI | Fermi Inc. | 50.00 | 2 | |
| RILY | BRC Group Holdings, Inc. | 50.00 | 2 | |
| SMERY | Siemens Energy AG | 50.00 | 2 | |
| NVDA | NVIDIA Corporation | 50.00 | 2 | |
| BW | Babcock & Wilcox Enterprises, Inc. | 38.88 | 1 | ['receiving'] |
| EGHT | 8x8, Inc. | 37.71 | 2 | |
| VERI | Veritone, Inc. | 37.71 | 2 | |
| OTGA | OTG Acquisition Corp. I | 36.29 | 1 | ['spend'] |
| PSTG | Everpure Inc | 36.09 | 2 | |
| RMNI | Rimini Street, Inc. | 36.09 | 2 | |
| DOMO | Domo, Inc. | 36.09 | 2 |