~1.41 GW leased critical IT load across five campuses
Company: Applied Digital
The claim, verbatim
As of August 31, 2026, the Company has leases for approximately 1.41 GW of critical IT load across Polaris Forge 1, 2, 3, Delta Forge 1 and Delta Forge 2.
Source (primary)
applied-digital 8-K exhibit (apldq127earningsrelease.htm) (SEC EDGAR (8-K Ex), press_release)
View cached copy (2026-10-08)Live source ↗
Quote: “the Company has leases for approximately 1.41 GW of critical IT load across five campuses”
How we checked this
Checked on October 9, 2026. The cited source supports every part of this claim.
The HPC Hosting Update gives the 1.41 GW figure as of August 31, 2026 and names all five campuses.
Confirmed in the source:
- As of August 31, 2026, the Company has leases for approximately 1.41 GW of critical IT load
- The leases span five campuses: Polaris Forge 1, 2 and 3, Delta Forge 1 and Delta Forge 2
What we did: Read our cached copy of SEC EDGAR (8-K Ex) (https://www.sec.gov/Archives/edgar/data/1144879/000114487926000057/apldq127earningsrelease.htm) in full (40,083 characters, retrieved October 8, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms applied-digital 8-K exhibit (apldq127earningsrelease.htm)
Quote: “the Company has leases for approximately 1.41 GW of critical IT load across five campuses”