Contracted capacity
Company: Applied Digital
The claim, verbatim
Applied Digital has 1.4 GW of contracted capacity across five data center campuses in three states
Source (primary)
Applied Digital Named One Of Wells Fargo Top Ideas — Analyst Highlights Backlog Quality, Power Advantage And Valuation Discount - Stocktwits (-, news_article)
View cached copy (2026-09-22)Live source ↗
Quote: “Applied Digital built its contracted portfolio from its first CoreWeave leases in May 2025 to approximately 1.4 GW across five campuses by June 2026”
How we checked this
Checked on September 26, 2026. The cited source supports every part of this claim.
The article reports about 1.4 GW of contracted capacity across five campuses. It also cites Wells Fargo, via TheFly, as saying those campuses are in three states.
Confirmed in the source:
- Applied Digital has about 1.4 GW of contracted capacity
- The capacity spans five data center campuses
- The campuses are in three states
What we did: Read our cached copy of the publisher (https://stocktwits.com/news-articles/markets/equity/applied-digital-named-one-of-wells-fargo-top-ideas-analyst-highlights-backlog-quality-power-advantage-and-valuation-discount/cZtruOgRBdX) in full (4,942 characters, retrieved September 22, 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 - Stocktwits
Quote: “Applied Digital built its contracted portfolio from its first CoreWeave leases in May 2025 to approximately 1.4 GW across five campuses by June 2026”