Applied Digital secures customer for new 210MW data center campus
Summary
<p>Company now working on fifth AI campus, three leased to single unnamed hyperscaler</p>
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$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.
— Shay Boloor (@StockSavvyShay) June 8, 2026
Applied Digital now has ~$36B contracted across five AI Factory campuses with 1.4GW of contracted IT load and 2.15GW of utility power. pic.twitter.com/kFCtAwmP1I
#NEWS: Another one. 💥
— Applied Digital (@APLDdigital) June 8, 2026
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 hyperscaler customers
⚡ ~$36B+ contracted… pic.twitter.com/dBoZ1WU0SS
$APLD 🚨$APLD just signed a 15-year AI data center lease with a U.S. hyperscaler for 210MW at Delta Forge 2, adding approximately $5.2B in contracted revenue.
— investing (@DollarCostAvg) June 8, 2026
That brings Applied Digital to roughly $36B of contracted revenue, spanning five AI Factory campuses, 1.4GW of… pic.twitter.com/QdJb2c3s0G
*DATA CENTER DEVELOPER CRUSOE PAUSES AI PROJECT IN WYOMING
— Negligible Capital (@negligible_cap) June 9, 2026
Crusoe, a data center developer for hyperscalers, announced they’re pausing development activities of a 1.8GW campus in Wyoming at the request of its customer.
“Crusoe was working with Blackstone Inc.-backed energy… pic.twitter.com/Pr9w5kzblZ
Shares of Applied Digital are surging in after-hours after announcing a new 15-year data center lease with a U.S. based hyperscaler
— TrendSpider (@TrendSpider) June 8, 2026
🟢 $APLD +8% pic.twitter.com/i4E3BEHnPt