Contracted revenue from investment-grade hyperscalers
Company: Applied Digital
The claim, verbatim
Applied Digital has $36 billion in total contracted long-term lease value, with approximately 76% from investment-grade hyperscalers
Source (primary)
Jim Cramer Called This Stock “Terrific” and Said “No Thank You” to APLD Stock. Here’s Why - 24/7 Wall St. (-, news_article)
View cached copy (2026-09-13)Live source ↗
Quote: “Applied Digital ended fiscal Q4 2026 with $36 billion of total contracted long-term lease value, roughly 76% with investment-grade hyperscalers, across 1.41 gigawatts of contracted critical IT load”
How we checked this
Checked on September 21, 2026. The cited source supports every part of this claim.
Both the amount and the hyperscaler share are stated in the document.
Confirmed in the source:
- Applied Digital has $36 billion in total contracted long-term lease value
- Roughly 76% of that lease value is with investment-grade hyperscalers
What we did: Read our cached copy of the publisher (https://247wallst.com/investing/2026/09/13/jim-cramer-called-this-stock-terrific-and-said-no-thank-you-to-apld-stock-heres-why/) in full (10,905 characters, retrieved September 13, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Jim Cramer Called This Stock “Terrific” and Said “No Thank You” to APLD Stock. Here’s Why - 24/7 Wall St.
Quote: “Applied Digital ended fiscal Q4 2026 with $36 billion of total contracted long-term lease value, roughly 76% with investment-grade hyperscalers, across 1.41 gigawatts of contracted critical IT load”