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$20B contracted revenue across Polaris Forge 3 and Delta Forge 1 and 2

Company: Applied Digital

Subject kind
customer
Statement date
2026-11-02
Promised amount
20000000000.0 USD
Current status
stated

The claim, verbatim

The company has about $20 billion in contracted revenue across its three newer campuses: Polaris Forge 3 in North Dakota, and Delta Forge 1 and 2.

Source (primary)

APLD Stock Hits Over 1-Year Low: CEO Says It’s Not a Neocloud, But 800 MW Capacity Still Needs Financing - Stocktwits (-, news_article)
View cached copy (2026-11-03)Live source ↗Archive.org ↗

Quote: “The company has about $20 billion in contracted revenue across its three newer campuses: Polaris Forge 3 in North Dakota, as well as Delta Forge 1 and 2.”

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 APLD Stock Hits Over 1-Year Low: CEO Says It’s Not a Neocloud, But 800 MW Capacity Still Needs Financing - Stocktwits

Quote: “The company has about $20 billion in contracted revenue across its three newer campuses: Polaris Forge 3 in North Dakota, as well as Delta Forge 1 and 2.”

View cached copy (2026-11-03)Live source ↗Archive.org ↗