Contracted lease value with investment-grade hyperscalers
Company: Applied Digital
The claim, verbatim
Applied Digital has $36 billion in total contracted long-term lease value with investment-grade hyperscalers, representing 76% of contracted value across 1.41 gigawatts of critical IT load
Source (primary)
Jim Cramer Called This Stock “Terrific” and Said “No Thank You” to APLD Stock. Here’s Why - AOL.com (-, news_article)
View cached copy (2026-09-20)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 24, 2026. The cited source supports part of this claim, but not all of it.
The article says $36 billion is the total contracted value, of which roughly 76% is with investment-grade hyperscalers; it does not say the entire $36 billion is with investment-grade hyperscalers, as the claim's wording implies.
Confirmed in the source:
- Applied Digital has $36 billion in total contracted long-term lease value
- Roughly 76% of the contracted value is with investment-grade hyperscalers
- The contracted value spans 1.41 gigawatts of contracted critical IT load
We could not confirm this from the cited source:
- That the full $36 billion in contracted lease value is with investment-grade hyperscalers
That does not mean it is false — only that this source does not establish it, as of the date above. If we find a source that settles it, we will re-check and update this page.
What we did: Read our cached copy of the publisher (https://www.aol.com/articles/jim-cramer-called-stock-terrific-170509000.html) in full (9,249 characters, retrieved September 20, 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 - AOL.com
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.”