jain.com

CoreWeave and two hyperscalers as customers

Company: Applied Digital

Subject kind
customer
Statement date
2026-09-17
Current status
stated

The claim, verbatim

Applied Digital's five-campus portfolio is being built for CoreWeave Inc. and two hyperscalers

Source (primary)

Applied Digital Named One Of Wells Fargo Top Ideas — Analyst Highlights Backlog Quality, Power Advantage And Valuation Discount - Yahoo Finance (-, news_article)
View cached copy (2026-09-20)Live source ↗

Quote: “The campuses are being built for two hyperscalers and CoreWeave Inc. (CRWV)”

How we checked this

Checked on September 25, 2026. The cited source supports every part of this claim.

The article states that the campuses are being built for two hyperscalers and CoreWeave Inc. It also describes the portfolio as five campuses.

Confirmed in the source:

What we did: Read our cached copy of the publisher (https://finance.yahoo.com/markets/stocks/articles/applied-digital-named-one-wells-163413068.html) in full (10,984 characters, retrieved September 20, 2026) and checked each assertion in the claim against it.

Additional evidence

confirms Applied Digital Named One Of Wells Fargo Top Ideas — Analyst Highlights Backlog Quality, Power Advantage And Valuation Discount - Yahoo Finance

Quote: “The campuses are being built for two hyperscalers and CoreWeave Inc. (CRWV)”

View cached copy (2026-09-20)Live source ↗