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Three new campuses leased to hyperscaler customer

Company: Applied Digital - Project: Delta Forge 2

Subject kind
partnership
Statement date
2026-09-17
Promised amount
20.0 USD billion
Current status
stated

The claim, verbatim

Three new campuses (Delta Forge 1, Polaris Forge 3, Delta Forge 2) carry $20 billion of contracted lease value, all leased to one high investment-grade hyperscaler

Source (primary)

Can Applied Digital Stock Recover On Leases It Has Already Signed? - Yahoo Finance (-, news_article)
View cached copy (2026-09-22)Live source ↗

Quote: “Three new campuses, Delta Forge 1, Polaris Forge 3 and Delta Forge 2, carry about $20 billion of it, all leased to one high investment-grade hyperscaler”

How we checked this

This claim has not yet been checked assertion-by-assertion against its source. It carries a cited source and quote, but the deeper check has not run. When it does, the result appears here whatever it says.

Additional evidence

confirms Can Applied Digital Stock Recover On Leases It Has Already Signed? - Yahoo Finance

Quote: “Three new campuses, Delta Forge 1, Polaris Forge 3 and Delta Forge 2, carry about $20 billion of it, all leased to one high investment-grade hyperscaler”

View cached copy (2026-09-22)Live source ↗