Delta Forge 2 contracted capacity and revenue
Company: Applied Digital - Project: Delta Forge 2
The claim, verbatim
Delta Forge 2 - 210 MW critical IT load contracted under 15-year lease with high investment-grade hyperscaler, representing approximately $5.2 billion of contracted revenue, expected delivery 1H 2028
Source (primary)
Applied Digital 10-K filed 2026-07-29 (SEC EDGAR, sec_filing)
View cached copy (2026-08-30)Live source ↗
Quote: “The full 210 MW of critical IT load is contracted under an approximately 15-year lease (with three five-year renewal options) with a high investment-grade hyperscaler, representing approximately $5.2 billion of contracted revenue over the base term, with expected delivery in the first half of calendar year 2028.”
How we checked this
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Additional evidence
confirms Applied Digital 10-K filed 2026-07-29
Quote: “The full 210 MW of critical IT load is contracted under an approximately 15-year lease (with three five-year renewal options) with a high investment-grade hyperscaler, representing approximately $5.2 billion of contracted revenue over the base term, with expected delivery in the first half of calendar year 2028.”