Delta Forge 2 and Polaris Forge 3 facilities
Company: Applied Digital - Project: Delta Forge 2
The claim, verbatim
Delta Forge 2 and Polaris Forge 3 are 15-year, take-or-pay lease agreements
Source (primary)
Applied Digital (APLD) Is Down 6.4% After Tiger Global Backs US$36 Billion AI Lease Push - simplywall.st (-, news_article)
View cached copy (2026-08-31)Live source ↗
Quote: “These 15 year, take or pay agreements underpin the US$36.00 billion commitment figure”
How we checked this
Checked on September 19, 2026. The cited source supports every part of this claim.
The document names the Delta Forge 2 and Polaris Forge 3 leases and describes them as 15 year, take or pay agreements.
Confirmed in the source:
- Delta Forge 2 and Polaris Forge 3 are 15-year, take-or-pay lease agreements
What we did: Read our cached copy of the publisher (https://simplywall.st/stocks/us/software/nasdaq-apld/applied-digital/news/applied-digital-apld-is-down-64-after-tiger-global-backs-us3) in full (12,341 characters, retrieved August 31, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Applied Digital (APLD) Is Down 6.4% After Tiger Global Backs US$36 Billion AI Lease Push - simplywall.st
Quote: “These 15 year, take or pay agreements underpin the US$36.00 billion commitment figure”