Hardik Shah
2026.06.08 20:16

πŸ“’ 𝐉𝐔𝐒𝐓 𝐈𝐍: $Applied Digital(APLD.US) Applied Digital Signs $πŸ“.𝟐𝐁 AI Data Center Lease With U.S. Hyperscaler

πŸ‘‰ 𝐊𝐞𝐲 𝐇𝐒𝐠𝐑π₯𝐒𝐠𝐑𝐭𝐬:

➀ Applied Digital signs πŸπŸ“-year lease for 𝟐𝟏𝟎 πŒπ– at Delta Forge 2.

➀ Agreement represents approximately $πŸ“.𝟐𝐁 contracted revenue during base term.

➀ Revenue could reach approximately $𝟏𝟐.πŸ•π if all renewal options are exercised.

➀ Lease signed with a 𝐔.𝐒.-π›πšπ¬πžπ 𝐑𝐒𝐠𝐑 𝐒𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭-𝐠𝐫𝐚𝐝𝐞 𝐑𝐲𝐩𝐞𝐫𝐬𝐜𝐚π₯𝐞𝐫.

➀ Total contracted portfolio expands to approximately $πŸ‘πŸ”π across πŸ“ AI Factory campuses.

➀ Portfolio now includes 𝟏.πŸ’ 𝐆𝐖 of contracted IT load and 𝟐.πŸπŸ“ 𝐆𝐖 utility power.

➀ Delta Forge 2 is designed for large-scale π€πˆ 𝐭𝐫𝐚𝐒𝐧𝐒𝐧𝐠 and inference workloads.

πŸ’¬ π„π±π©πžπ«π­ π’π­πšπ­πžπ¦πžπ§π­:

β€œTwo years ago, we made a deliberate decision to build a company that scales, not just builds data centers,” said Wes Cummins, Chairman and Chief Executive Officer of Applied Digital.

β€œWe call it our franchise model β€” a core team of design, construction, and operations professionals replicated across every campus, in every market. Continued demand from leading hyperscalers across five campuses is strong validation of our model.”

β€œWe are deliberate about where we build,” Cummins continued.

β€œWe look for communities where this kind of investment genuinely matters β€” where the jobs, the tax base, and the long-term economic activity have real impact. We have built a track record of being good partners to those communities, and we take that responsibility seriously. That track record is part of how we earn the right to keep building.”

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