Hardik Shah
2026.06.08 20:16

๐Ÿ“ข ๐‰๐”๐’๐“ ๐ˆ๐: $Applied Digital(APLD.US) Applied Digital Signs $๐Ÿ“.๐Ÿ๐ AI Data Center Lease With U.S. Hyperscaler

๐Ÿ‘‰ ๐Š๐ž๐ฒ ๐‡๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:

โžค Applied Digital signs ๐Ÿ๐Ÿ“-year lease for ๐Ÿ๐Ÿ๐ŸŽ ๐Œ๐– at Delta Forge 2.

โžค Agreement represents approximately $๐Ÿ“.๐Ÿ๐ contracted revenue during base term.

โžค Revenue could reach approximately $๐Ÿ๐Ÿ.๐Ÿ•๐ if all renewal options are exercised.

โžค Lease signed with a ๐”.๐’.-๐›๐š๐ฌ๐ž๐ ๐ก๐ข๐ ๐ก ๐ข๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ-๐ ๐ซ๐š๐๐ž ๐ก๐ฒ๐ฉ๐ž๐ซ๐ฌ๐œ๐š๐ฅ๐ž๐ซ.

โžค Total contracted portfolio expands to approximately $๐Ÿ‘๐Ÿ”๐ across ๐Ÿ“ AI Factory campuses.

โžค Portfolio now includes ๐Ÿ.๐Ÿ’ ๐†๐– of contracted IT load and ๐Ÿ.๐Ÿ๐Ÿ“ ๐†๐– utility power.

โžค Delta Forge 2 is designed for large-scale ๐€๐ˆ ๐ญ๐ซ๐š๐ข๐ง๐ข๐ง๐  and inference workloads.

๐Ÿ’ฌ ๐„๐ฑ๐ฉ๐ž๐ซ๐ญ ๐’๐ญ๐š๐ญ๐ž๐ฆ๐ž๐ง๐ญ:

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

โ€œWe call it our franchise model โ€” 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.โ€

โ€œWe are deliberate about where we build,โ€ Cummins continued.

โ€œWe look for communities where this kind of investment genuinely matters โ€” 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.โ€

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