Total contracted critical IT capacity
Company: Applied Digital
The claim, verbatim
Expected to deliver 1.51 GW total critical IT capacity, of which 1.41 GW is already fully contracted across five campuses
Source (primary)
Investor Presentation (IR page (ir.applieddigital.com), ir_presentation)
View cached copy (2026-09-25)Live source ↗Archive.org ↗
Quote: “Expected to deliver 1.51 GW of critical IT load — of which 1.41 GW is already fully contracted”
How we checked this
Checked on September 27, 2026. The cited source supports every part of this claim.
The presentation states the 1.51 GW and 1.41 GW figures, and its lease table lists five campuses totaling 1,410 MW.
Confirmed in the source:
- Applied Digital expects to deliver 1.51 GW of critical IT load
- 1.41 GW of that capacity is already fully contracted
- The contracted capacity is spread across five campuses (Polaris Forge 1–3 and Delta Forge 1–2)
What we did: Read our cached copy of IR page (ir.applieddigital.com) (https://ir.applieddigital.com/_assets/_c3b095776b399204354d8f26dbb2553c/appliedblockchaininc/db/2905/27269/pdf/APLD_INV_June2026_Updated-compressed.pdf) in full (47,679 characters, retrieved September 25, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Investor Presentation
Quote: “Expected to deliver 1.51 GW of critical IT load — of which 1.41 GW is already fully contracted”