Base-term contracted revenues from existing capacity
Company: Applied Digital
The claim, verbatim
1.41 GW of contracted critical IT load across five AI campuses representing about $36 billion of base-term contracted revenues
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 links APLD's 1.41 GW of contracted load across five campuses to about $36 billion of base-term contracted revenues.
Confirmed in the source:
- APLD had 1.41 GW of contracted critical IT load across five AI campuses
- That contracted load represents about $36 billion of base-term contracted revenues
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.”