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Delta Forge 2 revenue if all renewal options exercised

Company: Applied Digital

Subject kind
guidance
Statement date
2026-06-08
Promised amount
12.7 USD
Current status
stated

The claim, verbatim

The Delta Forge 2 lease could represent approximately $12.7 billion in contracted revenue if all renewal options are exercised over a 30-year total term.

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: “approximately $12.7 billion if all renewal options are exercised over a 30-year total term”

How we checked this

Checked on September 19, 2026. The cited source supports every part of this claim.

The document states approximately $12.7 billion if all renewal options are exercised over a 30-year total term.

Confirmed in the source:

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: “approximately $12.7 billion if all renewal options are exercised over a 30-year total term”

View cached copy (2026-09-06)Live source ↗