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U.S.-based hyperscaler customer in advanced negotiations for Polaris Forge 2

Company: Applied Digital - Project: Polaris Forge 2

Subject kind
customer
Statement date
2025-09-11
Current status
stated

The claim, verbatim

Polaris Forge 2 has attracted strong interest from a U.S.-based, investment-grade hyperscaler with whom the company is in advanced negotiations

Source (primary)

Applied Digital PRE 14A filed 2025-09-12 (SEC EDGAR, sec_filing)
View cached copy (2026-08-31)Live source ↗

Quote: “this campus has attracted strong interest from a U.S.-based, investment-grade hyperscaler, with whom we are in advanced negotiations”

How we checked this

Attempted on September 17, 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/1144879/000149315225013198/formpre14a.htm) in full (214,128 characters, retrieved August 31, 2026) and checked each assertion in the claim against it.

Additional evidence

confirms Applied Digital PRE 14A filed 2025-09-12

Quote: “this campus has attracted strong interest from a U.S.-based, investment-grade hyperscaler, with whom we are in advanced negotiations”

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