Advanced talks for 100 MW and 150 MW expansions
Company: Applied Digital
The claim, verbatim
On the fiscal Q4 2026 call, the company said it was in advanced talks with two customers for expansions of approximately 100 megawatts and 150 megawatts respectively
Source (primary)
Should You Sell Your APLD Stock Now? - Trefis (-, news_article)
View cached copy (2026-09-24)Live source ↗
Quote: “On the fiscal Q4 2026 call the company said it was in advanced talks with two customers. One expansion is about 100 megawatts. The other is about 150 megawatts”
How we checked this
Checked on September 27, 2026. The cited source supports every part of this claim.
The article describes the fiscal Q4 2026 call remarks about advanced talks with two customers for expansions of about 100 and 150 megawatts.
Confirmed in the source:
- On the fiscal Q4 2026 call the company said it was in advanced talks with two customers
- One expansion under discussion is about 100 megawatts
- The other expansion under discussion is about 150 megawatts
What we did: Read our cached copy of the publisher (https://www.trefis.com/stock/apld/articles/616276/should-you-sell-your-apld-stock-now/2026-09-23) in full (11,526 characters, retrieved September 24, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Should You Sell Your APLD Stock Now? - Trefis
Quote: “On the fiscal Q4 2026 call the company said it was in advanced talks with two customers. One expansion is about 100 megawatts. The other is about 150 megawatts”