CoreWeave long-term capacity contracts
Company: Applied Digital
The claim, verbatim
Applied Digital has 15-year capacity lease contracts with CoreWeave
Source (primary)
Applied Digital (APLD) Stock Sees Fair Value Cut As Analysts Split On AI Buildout - Yahoo Finance (-, news_article)
View cached copy (2026-09-23)Live source ↗
Quote: “including the 15 year CoreWeave contracts”
How we checked this
Checked on September 26, 2026. The cited source supports every part of this claim.
The article describes the 15-year CoreWeave contracts as part of Applied Digital's long-term AI hyperscaler leases, which supports calling them capacity lease contracts.
Confirmed in the source:
- Applied Digital has contracts with CoreWeave
- The CoreWeave contracts have 15-year terms
- The CoreWeave contracts are described as long-term AI hyperscaler leases
What we did: Read our cached copy of the publisher (https://finance.yahoo.com/markets/stocks/articles/applied-digital-apld-stock-sees-032105251.html) in full (12,036 characters, retrieved September 23, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Applied Digital (APLD) Stock Sees Fair Value Cut As Analysts Split On AI Buildout - Yahoo Finance
Quote: “including the 15 year CoreWeave contracts”