Campus tenants: CoreWeave and hyperscalers
Company: Applied Digital - Project: Delta Forge 2
The claim, verbatim
Polaris Forge 1 is leased to CoreWeave, Polaris Forge 2 to an investment-grade hyperscaler, and Delta Forge 1, Polaris Forge 3 and Delta Forge 2 to a tier-one investment-grade hyperscaler.
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: “Polaris Forge 1 is leased to CoreWeave, Polaris Forge 2 to an investment-grade hyperscaler, and Delta Forge 1, Polaris Forge 3, and Delta Forge 2 to a tier-one investment-grade hyperscaler”
How we checked this
Checked on October 13, 2026. The cited source supports every part of this claim.
The HPC Hosting Update in the release lists these tenants for each campus.
Confirmed in the source:
- Polaris Forge 1 is leased to CoreWeave
- Polaris Forge 2 is leased to an investment-grade hyperscaler
- Delta Forge 1, Polaris Forge 3 and Delta Forge 2 are leased to a tier-one investment-grade hyperscaler
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: “Polaris Forge 1 is leased to CoreWeave, Polaris Forge 2 to an investment-grade hyperscaler, and Delta Forge 1, Polaris Forge 3, and Delta Forge 2 to a tier-one investment-grade hyperscaler”