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Contracted critical IT load across AI campuses

Company: Applied Digital

Subject kind
facility capacity
Statement date
2026-05-31
Promised amount
1.41 GW
Current status
stated

The claim, verbatim

As of May 31, 2026, APLD had 1.41 GW of contracted critical IT load across five AI campuses

Source (primary)

TTMI vs. APLD: Which AI-Infrastructure Stock Has More Upside Potential? - Yahoo Finance (-, news_article)
View cached copy (2026-09-22)Live source ↗

Quote: “As of May 31, 2026, APLD had 1.41 GW of contracted critical IT load across five AI campuses, representing about $36 billion of base-term contracted revenues.”

How we checked this

Checked on September 26, 2026. The cited source supports every part of this claim.

The article states that APLD had 1.41 GW of contracted critical IT load across five AI campuses as of May 31, 2026.

Confirmed in the source:

What we did: Read our cached copy of the publisher (https://finance.yahoo.com/technology/ai/articles/ttmi-vs-apld-ai-infrastructure-130200073.html) in full (14,685 characters, retrieved September 22, 2026) and checked each assertion in the claim against it.

Additional evidence

confirms TTMI vs. APLD: Which AI-Infrastructure Stock Has More Upside Potential? - Yahoo Finance

Quote: “As of May 31, 2026, APLD had 1.41 GW of contracted critical IT load across five AI campuses, representing about $36 billion of base-term contracted revenues.”

View cached copy (2026-09-22)Live source ↗