#hyperscaler-leases
#hyperscaler-leases

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Applied Digital Tops 1 GW as AI Factory Campus Locks $7.5B Hyperscaler Lease

Applied Digital signed a 15-year take-or-pay lease for 300 MW at Polaris Forge 3, valued about $7.5B, increasing contracted revenue to $31B.

AI demand is driving a power and data-center capacity bottleneck, making value investors rotate toward infrastructure providers like Cipher Digital.

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