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Delta Forge 1 hyperscaler leases

Company: Applied Digital - Project: Delta Forge 1

Subject kind
customer
Statement date
2026-07-28
Promised amount
300.0 MW
Current status
stated

The claim, verbatim

On April 23, 2026, entered into two approximately 15-year leases with second U.S.-based investment-grade hyperscaler for aggregate 300 MW at Delta Forge 1

Source (primary)

Applied Digital 10-K filed 2026-07-29 (SEC EDGAR, sec_filing)
View cached copy (2026-08-30)Live source ↗

Quote: “On April 23, 2026, we entered into two approximately 15-year leases with a second U.S.-based investment-grade hyperscaler for an aggregate 300 MW of critical IT load at the campus.”

How we checked this

Attempted on September 14, 2026. We could not read enough of the cited source to check this claim.

The verification run did not return a result for this claim (claude -p exit 1: b'').

What we did: Read our cached copy of SEC EDGAR (https://www.sec.gov/Archives/edgar/data/1144879/000114487926000048/apld-20260531.htm) in full (594,188 characters, retrieved August 30, 2026) and checked each assertion in the claim against it.

Additional evidence

confirms Applied Digital 10-K filed 2026-07-29

Quote: “On April 23, 2026, we entered into two approximately 15-year leases with a second U.S.-based investment-grade hyperscaler for an aggregate 300 MW of critical IT load at the campus.”

View cached copy (2026-08-30)Live source ↗