APLD ▼ -2.5% - Applied Digital Corporation $APLD Applied Digital Earnings Call: Expects ~250 MW of Expansion Leases by Year-End at 15%+ Higher Rates as 2027 Capacity Tightens ? • Management says almost all 2027 capacity is effectively contracted, with customer discussions already shifting to 2028-2029 amid “extremely robust” demand. • In North Dakota, APLD is evaluating generation equipment for ~2.4-2.5 GW, while describing the Center site as having “almost unlimited capacity for expansion.” • APLD also says it secured portions of suppliers’ full factory output for ~4 years and is now seeking additional capacity for 2027-2029. 07-OCT-2026 05:46 PM ET