AI Capex Tracker

Applied Digital FY2026 HPC capex

capex · Neocloud

USD 2.9887bn1

Reported. FY2026 ended May 31. HPC hosting segment capital expenditure from segment note, USD thousands divided by 1,000,000. Excludes bitcoin hosting and corporate segments; distinct from cash-flow purchases. Original disclosure.

Verified

Disclosure dated 2026-07-29

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What this value measures

HPC hosting segment capex. HPC hosting segment capital expenditure from segment note, USD thousands divided by 1,000,000. Excludes bitcoin hosting and corporate segments; distinct from cash-flow purchases. Source definition.

Keep capex separate from other value types. Annual totals, forecast vintages, programme components and customer contracts can describe overlapping infrastructure. Read the overlap rules.

The reading

Amounts in source currency, billions
Company / programme Reporting entity, programme owner or contract seller. Editorial grouping follows the named source.
Applied Digital 1
Sector Editorial sector classification based on the disclosed business or programme.
Neocloud 1
Value type Capex is reported expenditure; commitment is a purchase agreement or announced investment; guidance is a forecast; programme budget is a policy envelope. Types are never summed.
capex 1
Amount bn Monetary amount in billions of the stated currency. The qualifier identifies ceilings, floors and approximations. Null means no exact monetary value disclosed.
2.989 1
Currency Source currency, retained without FX conversion. Applies only to monetary amounts; compare within a single currency.
USD 1
Qualification Reported, approximate, range, upper/lower bound or plan status, as stated in the source.
Reported 1
Period / horizon Original fiscal period or announced multi-year horizon. Annual totals overlap quarters; future horizons do not imply actual spend.
FY2026 ended May 31 1
Disclosure date Date of the cited disclosure or its stated update. Null where a precise date was not verified. Access date is separately recorded.
2026-07-29 1
Measurement basis Accounting or contractual definition. Customer lease revenue is a commitment by the customer, not vendor capex; investment plans are prospective.
HPC hosting segment capex 1

Sources

  1. Applied Digital — FY2026 HPC capex accessed 2026-11-11

Cite this reading

AI Capex Tracker, “Applied Digital FY2026 HPC capex”, https://aicapextracker.com/applied-digital-fy2026-hpc-capex/ (verified 2026-11-11).

Compilation: CC BY 4.0. CSV or JSON with provenance.

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