Hyperscale customer leases
Company: Applied Digital
The claim, verbatim
Applied Digital has long-dated leases with hyperscale clients including Meta, Oracle, and CoreWeave
Source (primary)
Should AI Data Center Pivot Require Action From Applied Digital Stock Investors? - simplywall.st (-, news_article)
View cached copy (2026-09-23)Live source ↗
Quote: “long dated leases with hyperscale clients like Meta, Oracle and CoreWeave”
How we checked this
Checked on October 12, 2026. The cited source supports every part of this claim.
The article describes Applied Digital as having long-dated leases with hyperscale clients like Meta, Oracle and CoreWeave.
Confirmed in the source:
- Applied Digital has long-dated leases with hyperscale clients
- Meta, Oracle and CoreWeave are among those hyperscale clients
What we did: Read our cached copy of the publisher (https://simplywall.st/stocks/us/software/nasdaq-apld/applied-digital/news/should-ai-data-center-pivot-require-action-from-applied-digi) in full (13,245 characters, retrieved September 23, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Should AI Data Center Pivot Require Action From Applied Digital Stock Investors? - simplywall.st
Quote: “long dated leases with hyperscale clients like Meta, Oracle and CoreWeave”
confirms Should AI Data Center Pivot Require Action From Applied Digital Stock Investors? - simplywall.st
Quote: “long dated leases with hyperscale clients like Meta, Oracle and CoreWeave”