$36 billion in contracted AI infrastructure revenue
Company: Applied Digital
The claim, verbatim
Company has secured approximately 1.41 GW of contracted critical IT load across five campuses, representing approximately $36 billion of contracted revenue over initial 15-year lease terms.
Source (primary)
APLD Slides 36% in 3 Months: Should Investors Exit or Hold the Stock? - Zacks Investment Research (-, news_article)
View cached copy (2026-09-12)Live source ↗
Quote: “APLD had secured approximately 1.41 GW of contracted critical IT load across five campuses, representing roughly $36 billion of contracted revenue over the initial 15-year lease terms.”
How we checked this
Checked on September 20, 2026. The cited source supports every part of this claim.
All elements—1.41 GW, five campuses, $36 billion, 15-year terms—appear in the document.
Confirmed in the source:
- APLD secured approximately 1.41 GW of contracted critical IT load across five campuses
- This represents roughly $36 billion of contracted revenue over the initial 15-year lease terms
What we did: Read our cached copy of the publisher (https://www.zacks.com/stock/news/2985686/apld-slides-36-in-3-months-should-investors-exit-or-hold-the-stock) in full (18,173 characters, retrieved September 12, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms APLD Slides 36% in 3 Months: Should Investors Exit or Hold the Stock? - Zacks Investment Research
Quote: “APLD had secured approximately 1.41 GW of contracted critical IT load across five campuses, representing roughly $36 billion of contracted revenue over the initial 15-year lease terms.”