Contracted lease revenue from two hyperscalers and CoreWeave
Company: Applied Digital
The claim, verbatim
Applied Digital has approximately $36 billion in base-term contracted lease revenue with customers including two hyperscalers and CoreWeave
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: “representing roughly $36 billion in base-term contracted lease revenue. The campuses are being built for two hyperscalers and CoreWeave Inc.”
How we checked this
Checked on September 26, 2026. The cited source supports every part of this claim.
The article states the portfolio represents roughly $36 billion in base-term contracted lease revenue and that the campuses are being built for two hyperscalers and CoreWeave.
Confirmed in the source:
- Applied Digital has roughly $36 billion in base-term contracted lease revenue
- Applied Digital's customers include two hyperscalers and CoreWeave
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: “representing roughly $36 billion in base-term contracted lease revenue. The campuses are being built for two hyperscalers and CoreWeave Inc.”