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Delta Forge 2 AI campus 210 MW lease

Company: Applied Digital - Project: Delta Forge 2

Subject kind
facility capacity
Statement date
2026-08-22
Promised amount
210.0 MW
Current status
stated

The claim, verbatim

Applied Digital signed a 15-year lease for 210 megawatts of IT load at its Delta Forge 2 AI campus, securing multibillion dollar contracted revenue.

Source (primary)

Applied Digital (APLD) After The 15 Year AI Lease And The Valuation Debate - simplywall.st (-, news_article)
View cached copy (2026-09-01)Live source ↗

Quote: “signing a 15 year lease for 210 megawatts of IT load at its Delta Forge 2 AI campus, securing multibillion dollar contracted revenue”

How we checked this

Checked on September 18, 2026. The cited source supports every part of this claim.

The Simply Wall St article states that Applied Digital signed a 15 year lease for 210 megawatts of IT load at its Delta Forge 2 AI campus, securing multibillion dollar contracted revenue. Every element of the claim appears in the source.

Confirmed in the source:

What we did: Read our cached copy of the publisher (https://simplywall.st/stocks/us/software/nasdaq-apld/applied-digital/news/applied-digital-apld-after-the-15-year-ai-lease-and-the-valu) in full (12,229 characters, retrieved September 1, 2026) and checked each assertion in the claim against it.

Additional evidence

confirms Applied Digital (APLD) After The 15 Year AI Lease And The Valuation Debate - simplywall.st

Quote: “signing a 15 year lease for 210 megawatts of IT load at its Delta Forge 2 AI campus, securing multibillion dollar contracted revenue”

View cached copy (2026-09-01)Live source ↗