Third lease with same investment-grade hyperscaler
Company: Applied Digital - Project: Delta Forge 2
The claim, verbatim
Applied Digital has signed its third long-term lease agreement with the same U.S. based high investment-grade hyperscaler, at the Delta Forge 2 campus.
Source (primary)
applied-digital 8-K exhibit (ex99-1.htm) (SEC EDGAR (8-K Ex), press_release)
View cached copy (2026-09-06)Live source ↗
Quote: “which represents Applied Digital's third long-term lease with the same U.S. based investment-grade hyperscaler”
How we checked this
Checked on September 19, 2026. The cited source supports every part of this claim.
The document states the agreement represents Applied Digital's third long-term lease with the same investment-grade hyperscaler, and it is the Delta Forge 2 lease.
Confirmed in the source:
- Applied Digital's Delta Forge 2 lease is its third long-term lease with the same U.S. based high investment-grade hyperscaler
What we did: Read our cached copy of SEC EDGAR (8-K Ex) (https://www.sec.gov/Archives/edgar/data/1144879/000149315226027984/ex99-1.htm) in full (9,210 characters, retrieved September 6, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms applied-digital 8-K exhibit (ex99-1.htm)
Quote: “which represents Applied Digital's third long-term lease with the same U.S. based investment-grade hyperscaler”