Investment-grade hyperscaler 200 MW lease at Polaris Forge 2
Company: Applied Digital - Project: Polaris Forge 2
The claim, verbatim
U.S. based investment-grade hyperscaler signed approximately 15-year lease for 200 MW of AI and HPC capacity at Polaris Forge 2, with phased delivery beginning in 2026
Source (primary)
Earnings Release (IR page (ir.applieddigital.com), earnings_call)
View cached copy (2026-09-01)Live source ↗Archive.org ↗
Quote: “Announced an approximately 15‑year lease with a U.S. based investment‑grade hyperscaler for 200MW of AI and HPC capacity at the under‑construction Polaris Forge 2 campus, with phased delivery across two buildings beginning in 2026”
How we checked this
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Additional evidence
confirms Earnings Release
Quote: “Announced an approximately 15‑year lease with a U.S. based investment‑grade hyperscaler for 200MW of AI and HPC capacity at the under‑construction Polaris Forge 2 campus, with phased delivery across two buildings beginning in 2026”