Contracted AI data-center capacity and revenues
Company: Applied Digital
The claim, verbatim
APLD has 1.41 GW of contracted critical IT load across five AI campuses, representing $36 billion in 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 states these figures as of May 31, 2026, and gives the revenue as 'about' $36 billion. The claim drops the date and the word 'about' but otherwise matches.
Confirmed in the source:
- APLD had 1.41 GW of contracted critical IT load
- The contracted load spans five AI campuses
- The 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.”