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Polaris Forge 3, Delta Forge 1 & 2 leased to tier-one hyperscaler on 15-year take-or-pay

Company: Applied Digital

Subject kind
customer
Statement date
2026-10-16
Promised amount
15.0 years
Current status
stated

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% - AOL.co.uk (-, news_article)
View cached copy (2026-10-22)Live source ↗Archive.org ↗

Quote: “all tied to one tier-one hyperscaler under 15-year take-or-pay contracts”

How we checked this

This claim has not yet been checked assertion-by-assertion against its source. It carries a cited source and quote, but the deeper check has not run. When it does, the result appears here whatever it says.

Additional evidence

confirms Applied Digital Sinks 4% as Rotation Out of Debt-Funded AI Builders Extends; TeraWulf Dips 3%, Core Scientific Retreats 2% - AOL.co.uk

Quote: “all tied to one tier-one hyperscaler under 15-year take-or-pay contracts”

View cached copy (2026-10-22)Live source ↗Archive.org ↗