Key HPC customers
Company: Applied Digital
The claim, verbatim
Customers comprise CoreWeave and two U.S.-based investment-grade hyperscalers
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: “Its customers comprise CoreWeave and two U.S.-based investment-grade hyperscalers, with long-term take-or-pay leases providing revenue visibility.”
How we checked this
Checked on September 26, 2026. The cited source supports every part of this claim.
The article names CoreWeave and two U.S.-based investment-grade hyperscalers as Applied Digital's customers.
Confirmed in the source:
- Applied Digital's customers comprise CoreWeave and two U.S.-based investment-grade hyperscalers
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: “Its customers comprise CoreWeave and two U.S.-based investment-grade hyperscalers, with long-term take-or-pay leases providing revenue visibility.”