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Delta Forge 2 and Polaris Forge 3 facilities

Company: Applied Digital

Subject kind
customer
Statement date
2026-08-20
Current status
stated

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

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 (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”

View cached copy (2026-08-31)Live source ↗