Secured lease agreements
Company: Applied Digital
The claim, verbatim
Applied Digital has secured lease agreements worth $36 billion over the next 15 years
Source (primary)
Super Micro Computer (NASDAQ: SMCI) Edges Out Applied Digital (NASDAQ: APLD) As The Stronger AI Infrastructure Stock - foreignpolicyjournal.com (-, news_article)
View cached copy (2026-09-12)Live source ↗
Quote: “the company has secured lease agreements worth $36 billion over the next 15 years, providing a long runway of predictable revenue if construction targets are met on schedule”
How we checked this
Checked on September 20, 2026. The cited source supports every part of this claim.
The document states the company secured lease agreements worth $36 billion over the next 15 years.
Confirmed in the source:
- Applied Digital has secured lease agreements worth $36 billion over the next 15 years
What we did: Read our cached copy of the publisher (https://www.foreignpolicyjournal.com/2026/09/11/super-micro-computer-nasdaq-smci-edges-out-applied-digital-nasdaq-apld-as-the-stronger-ai-infrastructure-stock/) in full (3,814 characters, retrieved September 12, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Super Micro Computer (NASDAQ: SMCI) Edges Out Applied Digital (NASDAQ: APLD) As The Stronger AI Infrastructure Stock - foreignpolicyjournal.com
Quote: “the company has secured lease agreements worth $36 billion over the next 15 years, providing a long runway of predictable revenue if construction targets are met on schedule”