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Delta Forge 1 groundbreaking and startup timeline

Company: Applied Digital - Project: Delta Forge 1

Subject kind
facility timeline
Statement date
2026-04-07
Promised by
2027-06-30
Promised amount
300.0 MW
Current status
stated

The claim, verbatim

Applied Digital broke ground on Delta Forge 1, a 300 MW critical IT load AI Factory campus spanning more than 500 acres in a strategic southern U.S. market, with initial operations expected in mid-2027.

Source (primary)

applied-digital 8-K exhibit (apldq326earningsrelease.htm) (SEC EDGAR (8-K Ex), press_release)
View cached copy (2026-09-10)Live source ↗

Quote: “Broke ground on Delta Forge 1, a 430 MW AI Factory campus spanning more than 500 acres in a strategic southern U.S. market. The project leverages the Company's proven AI Factory blueprint and is designed to deliver up to 300 MW of critical IT load for high-density AI workloads, with initial operations expected to begin in mid-calendar 2027.”

How we checked this

Checked on September 20, 2026. The cited source supports every part of this claim.

The source establishes the groundbreaking, 300 MW critical IT load, southern U.S. location, more-than-500-acre size, and mid-2027 startup; it inconsistently cites 500 vs 600 acres but 'more than 500 acres' is stated.

Confirmed in the source:

What we did: Read our cached copy of SEC EDGAR (8-K Ex) (https://www.sec.gov/Archives/edgar/data/1144879/000114487926000029/apldq326earningsrelease.htm) in full (46,258 characters, retrieved September 10, 2026) and checked each assertion in the claim against it.

Additional evidence

confirms applied-digital 8-K exhibit (apldq326earningsrelease.htm)

Quote: “Broke ground on Delta Forge 1, a 430 MW AI Factory campus spanning more than 500 acres in a strategic southern U.S. market. The project leverages the Company's proven AI Factory blueprint and is designed to deliver up to 300 MW of critical IT load for high-density AI workloads, with initial operations expected to begin in mid-calendar 2027.”

View cached copy (2026-09-10)Live source ↗