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Applied Digital Drops as $1.59 Billion Debt Offering Hits Market

Investors reacted sharply Wednesday as Applied Digital priced $1.59 billion in senior secured notes due 2031. The 7% interest-bearing debt triggered a 5.7% decline in share price to $39.54, pulling back slightly from a rally that has seen the stock climb 62% since the start of the year.

Applied Digital Drops as $1.59 Billion Debt Offering Hits Market

The company intends to channel the capital into the expansion of its Polaris Forge 1 AI campus in North Dakota. Plans for the site include a fourth facility designed to support 150 megawatts of IT power. Beyond construction costs, Applied Digital will use the proceeds to settle an existing bridge loan, manage upcoming debt obligations, and cover transaction expenses. Management has committed to a guarantee ensuring the full completion of the new infrastructure project.

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