Three major campuses lease commitments
Company: Applied Digital - Project: Delta Forge 2
The claim, verbatim
Three new campuses (Delta Forge 1, Polaris Forge 3, and Delta Forge 2) represent approximately $20 billion in total 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
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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.”