Undisclosed buyer / Applied Digital
Announced 2026-07-27 · 300 MW · Undisclosed
Delta Forge 1: 15-year take-or-pay lease with an unnamed US hyperscaler. Date is the results disclosure, not the undisclosed signing date. Each campus is a separate lease; customer identity is not inferred. Hosting revenue is not included in compute purchase values.
Delivery target: 2027
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