Tier-one hyperscaler 15-year take-or-pay contracts for PF3, DF1, DF2
Company: Applied Digital
The claim, verbatim
Polaris Forge 3, Delta Forge 1 and Delta Forge 2 are all tied to one tier-one hyperscaler under 15-year take-or-pay contracts.
Source (primary)
Applied Digital Sinks 4% as Rotation Out of Debt-Funded AI Builders Extends; TeraWulf Dips 3%, Core Scientific Retreats 2% - 24/7 Wall St. (-, news_article)
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Quote: “all tied to one tier-one hyperscaler under 15-year take-or-pay contracts”
How we checked this
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Additional evidence
confirms Applied Digital Sinks 4% as Rotation Out of Debt-Funded AI Builders Extends; TeraWulf Dips 3%, Core Scientific Retreats 2% - 24/7 Wall St.
Quote: “all tied to one tier-one hyperscaler under 15-year take-or-pay contracts”