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Applied Digital Signs 15-Year, 210-MW Lease With US Hyperscaler for $5.2 Billion of Contracted Revenue

aiai-infrastructureai-compute-chips 3 posts · 3 accounts

Applied Digital said it signed a 15-year, 210-megawatt AI data center lease at Delta Forge 2 with a U.S. hyperscaler, a contract expected to add about $5.2 billion of contracted revenue. The company said the agreement expands its AI Factory franchise model to a fifth campus.

Applied Digital said the deal brings its footprint to five AI Factory campuses across multiple states, with 1.4 gigawatts of leased capacity and about $36 billion of contracted lease revenue. It also said it now has multiple hyperscaler customers and 2.15 gigawatts of utility power.

From the sources (3 posts)

@stocksavvyshay

$APLD signed a 15-year AI data center lease with a U.S. hyperscaler for 210MW at Delta Forge 2 adding ~$5.2B of contracted revenue. Applied Digital now has ~$36B contracted across five AI Factory campuses with 1.4GW of contracted IT load a

@polymarketmoney

$APLD signed a 15-year, 210MW lease with a major U.S. hyperscaler expected to bring in ~$5.2B in revenue.

@aplddigital

#NEWS: Another one. 💥 Applied Digital has signed a 210 MW lease at Delta Forge 2, expanding our AI Factory franchise model to a fifth campus. $APLD ⚡ 1.4 GW of total leased capacity ⚡ 5 campuses across multiple states ⚡ Multiple hyperscal

Preview built on a synthetic news corpus (16 weeks, Apr–Jul 2026). Impact calls are model reads, not price data.

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