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Applied Digital Delta Forge 1

Boyce, Louisiana, United StatesUnder construction
Evidence
Contracted critical IT
300 MW
Updated
Oct 28, 2026
Utility
Cleco Power LLC — service path subject to regulatory review

Delta Forge 1 is Applied Digital’s two-building AI campus under construction near Boyce in Rapides Parish, Louisiana. Its 300 MW of contracted critical IT load is separate from approximately 430 MW of expected utility load. Applied Digital’s approximately $7.5 billion base-term contracted revenue from an unnamed high-investment-grade hyperscaler is not financing raised, and Louisiana’s $3.6 billion project estimate is not actual expenditure. October 2026 filings forecast initial readiness in H1 2027 and full capacity in early 2028. Cleco’s service path remains subject to U-38035 regulatory review; the October order is procedural, not approval. Closed-loop cooling is planned, while construction-well water use is separately reported. Footprint descriptions differ, and final permits, land title, carrier service and project-specific financing remain unresolved.

Capacity

Initial utility power

Planned gross utility service; not operating IT

430 MW

Source

Critical IT load

Contracted critical IT; under construction, not operating

300 MW

Source

Building capacity

Planned critical IT per building; not additive to300 MW campus

150 MW each

Separate or overlapping physical boundary

Source

Operating IT capacity: Not established in published records

A missing figure does not mean zero. Planned, utility and generation figures are not operating IT capacity.

Development

Two-building 300 MW deployment; full capacity forecast early 2028Under construction
Initial ready for serviceForecast H1 2027
Post-2028 expansionOptional

Participants

Applied Digital

Developer and operator

England Economic and Industrial Development District

PILOT term sheet counterparty; no inferred land ownership

Other participants (3)
APLD AEX-01 LLC

Subsidiary building lessor; not independently verified fee title

APLD AEX-02 LLC

Subsidiary building lessor; not independently verified fee title

Cleco Power LLC

Electric utility; service approval pending

Capital & incentives

Capital claims

Lease value

Base term contracted lease revenue; not financing raised

Approximately $7,500,000,000

Source

Announced campus capital cost estimate

Project cost estimate not financing

$3,600,000,000

Source

State equipment tax exemption

Qualification, not cash award or financing

LED reports qualification under Act 730 for eligible data center equipment purchases or leases; benefit realized not disclosed incentive

Source

Site & development

Building count

Initial scope

2 buildings

Source

Site area

Original company report; later state description approximately300 acres differs

500+ acres

Conflicting public evidence

Source

Location

Later disclosed

Boyce, Louisiana place

Source

Construction water use reported by operator

Cumulative construction well use reported August 12; not operating demand or daily withdrawal

12 million gallons approx

Source

APLD AEX-01 first building lease executed

Executed; day precision

2026-04-20 — Executed milestone

Source

APLD AEX-02 second building lease executed

Executed; day precision

2026-04-22 — Executed milestone

Source

Technical specifications

Cooling architecture

Project design, not measured consumption

Closed loop cooling is planned; this does not establish zero construction water use system

Source

Additional project facts

Tenant

Confidential

Undisclosed U.S. investment grade hyperscaler entity

Source

Lease term

Base term

15 years approx

Source

Initial operations

Forecast, not achieved

Initial RFS H1 2027; full capacity early 2028 schedule

Source

Initial footprint described by state

Reported scope differs from original more than 500 acre company description

300 acres approx

Conflicting public evidence

Source

Electric utility

Contracted service subject to regulatory approval

Cleco Power LLC entity

Source

Electric service agreement executed

Utility testimony; not energized service

Apr 20, 2026

Source

Utility load timing

Forecast utility load, not operating IT

Approximately 430 MW expected by 2028; separate from 300 MW contracted critical IT scope

Source

Delivery outlook

Forecast, not achieved

Initial ready for service H1 2027; full capacity early 2028 schedule

Source

Utility regulatory status

No service, generation or transmission approval established

U-38035: substantive application remains under review; October 15 order is procedural and directs Commission consideration by March 2027 regulatory record

Source

Air operating permit review

Proposed permit; issuance unverified

Proposed initial synthetic minor air permit 2360-00175-00, AI250709/PER20260002; July 29 notice, September 3 hearing scheduled; no issue date shown in reviewed register regulatory record

Source

PILOT process

Term sheet authorization, not effective final PILOT

EEIDD authorized execution of a PILOT term sheet on April 23; final Cooperative Endeavor Agreement approval remains separately required incentive

Source

Well 40-0252 notified pumping rate

Industrial well notification, not metered actual use

144,000 gallons/day

Source

Well 40-0253 notified pumping rate

Industrial well notification, not metered actual use

450,000 gallons/day

Source

Groundbreaking announced

Announced achieved; day precision

2026-01-22 — Announced achieved milestone

Source

Utility application filed as U-38035

Filed not approved; day precision

2026-07-01 — Filed not approved milestone

Source

Initial ready for service

Forecast; half year precision

H1 2027 — forecast milestone

Source

Full 300 MW critical IT capacity

Forecast; early year precision

Early 2028 — forecast milestone

Source

U-38035 evidentiary hearing

Scheduled not occurred; day range precision

January 26–27, 2027 — scheduled not occurred milestone

Source

Infrastructure & permits

Technical details (7)
Initial utility power

Planned gross utility service; not operating IT

430 MW

Electric utility

Contracted service subject to regulatory approval

Cleco Power LLC

Utility load timing

Forecast utility load, not operating IT

Approximately 430 MW expected by 2028; separate from 300 MW contracted critical IT

Cooling architecture

Project design, not measured consumption

Closed-loop cooling is planned; this does not establish zero construction water use

Utility regulatory status

No service, generation or transmission approval established

U-38035: substantive application remains under review; October 15 order is procedural and directs Commission consideration by March 2027

Construction water use reported by operator

Cumulative construction well use reported August 12; not operating demand or daily withdrawal

12 million gallons approx

Utility application filed as U-38035

Filed not approved; day precision

2026-07-01 — filed not approved

Utility regulatory status · U-38035: substantive application remains under review; October 15 order is procedural and directs Commission consideration by March 2027

Applied Digital Delta Forge 1

Oct 15, 2026

Air operating permit review · Proposed initial synthetic minor air permit 2360-00175-00, AI250709/PER20260002; July 29 notice, September 3 hearing scheduled; no issue date shown in reviewed register

Applied Digital Delta Forge 1

Jul 29, 2026

Public-source research. Plans may change. See Evidence for sources and qualifications.

Related projects (1)
Applied Digital Delta Forge 1 AI Factory Campus

Under construction · Louisiana, United States

Shared participant: Applied Digital · Same market: Louisiana, United States

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