810 MW leases with high investment grade hyperscaler
Company: Applied Digital
The claim, verbatim
Leases signed with a high investment grade hyperscaler across two separate regions for a combined 810 MW of critical IT load
Source (primary)
Applied Digital DEF 14A filed 2026-09-25 (SEC EDGAR, sec_filing)
View cached copy (2026-09-26)Live source ↗
Quote: “signed leases with a high investment grade hyperscaler across two separate regions of the country for a combined 810 MW of critical IT load”
How we checked this
Checked on September 28, 2026. The cited source supports every part of this claim.
The proxy states that leases were signed with a high investment grade hyperscaler across two regions for a combined 810 MW, and elsewhere describes these as three campus leases.
Confirmed in the source:
- Leases were signed with a high investment grade hyperscaler
- The leases span two separate regions of the country
- The leases total a combined 810 MW of critical IT load
What we did: Read our cached copy of SEC EDGAR (https://www.sec.gov/Archives/edgar/data/1144879/000149315226044325/formdef14a.htm) in full (278,076 characters, retrieved September 26, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Applied Digital DEF 14A filed 2026-09-25
Quote: “signed leases with a high investment grade hyperscaler across two separate regions of the country for a combined 810 MW of critical IT load”