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)
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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”
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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”