Investment-grade hyperscaler leases at Delta Forge 1
Company: Applied Digital
- Project: Delta Forge 1
This claim was marked delayed on September 2, 2026. Re-verification found the cited source does support this claim. The earlier withdrawal was made in error and has been reversed. The attributed quote appears verbatim in the cited source (deterministic check).How this was decided: Correction after re-verification. The claim is preserved below exactly as it was originally published, so the record shows what was asserted as well as what became of it.
- Subject kind
- customer
- Statement date
- 2026-07-28
- Promised by
- 2026-04-23
- Promised amount
- 7.5 billion USD
- Current status
- delayed
The claim, verbatim
Two approximately 15-year leases with second U.S.-based investment-grade hyperscaler for aggregate 300 MW at Delta Forge 1, entered April 23, 2026, representing approximately $7.5 billion of contracted revenue over base term
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
This claim has not yet been checked assertion-by-assertion against its source. It carries a cited source and quote, but the deeper check has not run. When it does, the result appears here whatever it says.
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 ↗
Record of changes
August 31, 2026 — statedlater found incorrect
Automated extraction from the cited source. Recorded automatically from the cited source when it was published, then queued for evidence review.
September 1, 2026 — delayedlater found incorrect
Automated extraction from the cited source. Recorded automatically from the cited source when it was published, then queued for evidence review.
September 1, 2026 — withdrawnlater found incorrect
Evidence review against the cited source. The source confirms the lease terms for Delta Forge 1, but the $7.5 billion revenue figure is not attributed to Delta Forge 1—it is stated only for Polaris Forge 3 ('representing approximately $7.5 billion of contracted revenue over the base term').
September 2, 2026 — delayed
Correction after re-verification. Re-verification found the cited source does support this claim. The earlier withdrawal was made in error and has been reversed. The attributed quote appears verbatim in the cited source (deterministic check).
