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Investment-grade hyperscaler Polaris Forge 2 lease

Company: Applied Digital

Subject kind
customer
Statement date
2026-09-25
Promised by
2027-06-30
Promised amount
200.0 MW
Current status
stated

The claim, verbatim

Signed two 15-year leases with two 5-year renewal options for 200 MW of critical IT load at Polaris Forge 2 (delivery 2H 2026 to 1H 2027)

Source (primary)

Investor Presentation (IR page (ir.applieddigital.com), ir_presentation)
View cached copy (2026-09-25)Live source ↗Archive.org ↗

Quote: “U.S. Based Investment-Grade Hyperscaler - Signed two 15-year leases with two 5-year options for 2 buildings at Polaris Forge 2, utilizing 200 MW of Critical IT load”

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 Investor Presentation

Quote: “U.S. Based Investment-Grade Hyperscaler - Signed two 15-year leases with two 5-year options for 2 buildings at Polaris Forge 2, utilizing 200 MW of Critical IT load”

View cached copy (2026-09-25)Live source ↗Archive.org ↗