Delta Forge 1 groundbreaking and expected delivery
Company: Applied Digital - Project: Delta Forge 1
The claim, verbatim
On January 22, 2026, broke ground on Delta Forge 1, a 300 MW critical IT load campus in strategic southern U.S. market. Expected delivery beginning first half 2027 through first half 2028.
Source (primary)
View 10-K (IR page (ir.applieddigital.com), ir_release)
View cached copy (2026-09-01)Live source ↗Archive.org ↗
Quote: “On January 22, 2026, we broke ground on Delta Forge 1, a 300 MW critical IT load campus located in a strategic southern U.S. market.”
How we checked this
Checked on October 10, 2026. The cited source supports every part of this claim.
The 10-K describes the Delta Forge 1 groundbreaking and size, and its portfolio table lists expected delivery as 1H27 to 1H28.
Confirmed in the source:
- Applied Digital broke ground on Delta Forge 1 on January 22, 2026
- Delta Forge 1 is a 300 MW critical IT load campus in a strategic southern U.S. market
- Expected delivery at Delta Forge 1 runs from the first half of 2027 through the first half of 2028
What we did: Read our cached copy of IR page (ir.applieddigital.com) (https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000048/0001144879-26-000048.pdf) in full (630,756 characters, retrieved September 1, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms View 10-K
Quote: “On January 22, 2026, we broke ground on Delta Forge 1, a 300 MW critical IT load campus located in a strategic southern U.S. market.”