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Delta Forge 2 lease base-term revenue

Company: Applied Digital - Project: Delta Forge 2

Subject kind
financing
Statement date
2026-08-18
Promised amount
5.2 Billion USD
Current status
stated

The claim, verbatim

Signed 210 MW, 15-year take-or-pay lease generating approximately $5.2 billion in base-term revenue

Source (primary)

APLD Stock Surges Nearly 9% After-Hours — Here’s Why - Stocktwits (-, news_article)
View cached copy (2026-08-31)Live source ↗

Quote: “Applied Digital signed a 210 megawatt (MW), 15-year take-or-pay lease with a U.S.-based investment-grade hyperscaler at its Delta Forge 2 AI campus. The deal adds about $5.2 billion in base-term revenue”

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 the publisher (https://stocktwits.com/news-articles/markets/equity/apld-stock-surges-after-hours-ai-data-center-lease-why/cZ0vSmSR7bb) in full (5,780 characters, retrieved August 31, 2026) and checked each assertion in the claim against it.

Additional evidence

confirms APLD Stock Surges Nearly 9% After-Hours — Here’s Why - Stocktwits

Quote: “Applied Digital signed a 210 megawatt (MW), 15-year take-or-pay lease with a U.S.-based investment-grade hyperscaler at its Delta Forge 2 AI campus. The deal adds about $5.2 billion in base-term revenue”

View cached copy (2026-08-31)Live source ↗