Development pipeline with 1 GW total capacity
Company: Applied Digital - Project: Delta Forge 1
The claim, verbatim
Applied Digital is actively marketing four data center development sites (Delta Forge 1 in southern U.S., one additional in North Dakota, and two in unnamed states) with total grid power capacity of approximately 1 GW, subject to regulatory approvals.
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: “With the addition of Delta Forge 1, we are now actively marketing four development sites in total. These include Delta Forge 1 in the southern U.S., one additional site in North Dakota, and two sites in unnamed states. Subject to receiving all necessary approvals for these sites, the total grid power capacity across these locations is approximately 1 GW.”
How we checked this
Checked on September 20, 2026. The cited source supports every part of this claim.
The source establishes the four-site pipeline, their locations, and the ~1 GW capacity subject to approvals.
Confirmed in the source:
- Applied Digital is actively marketing four development sites
- The sites are Delta Forge 1 in the southern U.S., one additional site in North Dakota, and two sites in unnamed states
- Total grid power capacity across these sites is approximately 1 GW, subject to necessary approvals
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: “With the addition of Delta Forge 1, we are now actively marketing four development sites in total. These include Delta Forge 1 in the southern U.S., one additional site in North Dakota, and two sites in unnamed states. Subject to receiving all necessary approvals for these sites, the total grid power capacity across these locations is approximately 1 GW.”