Applied Digital: 1-Month Lease Gap Signals Aggressive Hyperscaler Demand
Source: SeekingAlpha
2026-05-28 10:54:00 ET
A lot has changed for Applied Digital Corporation ( APLD ) since my coverage last month. The company finalized the Delta Forge 1 lease on the same timeline and terms I forecasted, secured funding for the construction of Polaris Forge 1’s third building, and recently finalized a new lease agreement for a fourth campus, Polaris Forge 3, with the same tenant of Delta Forge 1, propelling its stock to a new all-time high....
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Applied Digital: 1-Month Lease Gap Signals Aggressive Hyperscaler Demand
Applied Digital Corp.
NASDAQ: APLD
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