Campus tenant assignments
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)
EX-99.1 (IR page (ir.applieddigital.com), earnings_call)
View cached copy (2026-10-08)Live source ↗Archive.org ↗
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 release states each campus's tenant exactly as claimed.
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 IR page (ir.applieddigital.com) (https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000057/apldq127earningsrelease.htm) in full (40,037 characters, retrieved October 8, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms EX-99.1
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”
confirms Earnings Release
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”
confirms View PDF
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”