Contracted capacity built by June 2026
Company: Applied Digital
What the later record shows
Not a promise: a reported event · happened June 30, 2026
The claim, made in September 2026, describes an already-reached state: about 1.4 GW of contracted portfolio across five campuses by June 2026. Note that the quote refers to contracted capacity, not capacity physically built or online.
Checked October 9, 2026 against filings, releases and reporting published after the claim was made. Quotes are verbatim from the linked documents.
The claim, verbatim
Applied Digital built 1.4 gigawatts of contracted capacity across five data center campuses in three states by June 2026
Source (primary)
Applied Digital Named One Of Wells Fargo Top Ideas — Analyst Highlights Backlog Quality, Power Advantage And Valuation Discount - TradingView (-, 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 October 12, 2026. The cited source supports every part of this claim.
The article says Applied Digital built its contracted portfolio to about 1.4 GW across five campuses by June 2026, and separately cites Wells Fargo saying the five campuses are in three states.
Confirmed in the source:
- Applied Digital's contracted portfolio reached approximately 1.4 GW by June 2026
- The contracted capacity spans five data center campuses
- The five campuses are located in three states
What we did: Read our cached copy of the publisher (https://fr.tradingview.com/news/stocktwits:1127be8f5094b:0-applied-digital-named-one-of-wells-fargo-top-ideas-analyst-highlights-backlog-quality-power-advantage-and-valuation-discount/) in full (5,640 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 - TradingView
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”