Applied Digital portfolio lease revenue
Company: Applied Digital
The claim, verbatim
Applied Digital's contracted portfolio includes $36 billion in base-term lease revenue as of June 2026
Source (primary)
Applied Digital Confirms Brookwood, Alabama, as Site of Delta Forge 2 AI Factory - TheEnergyMag (-, news_article)
View cached copy (2026-09-26)Live source ↗Archive.org ↗
Quote: “brought its contracted portfolio at the time to about 1.4 gigawatts of critical IT capacity and $36 billion in base-term lease revenue”
How we checked this
Checked on September 28, 2026. The cited source supports every part of this claim.
The article says the June agreement brought the contracted portfolio at the time to $36 billion in base-term lease revenue.
Confirmed in the source:
- Applied Digital's contracted portfolio included about $36 billion in base-term lease revenue at the time of its June 2026 Delta Forge 2 announcement
What we did: Read our cached copy of the publisher (https://theenergymag.com/news/2026-09-25/applied-digital-alabama-ai-delta-forge-2) in full (3,781 characters, retrieved September 26, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Applied Digital Confirms Brookwood, Alabama, as Site of Delta Forge 2 AI Factory - TheEnergyMag
Quote: “brought its contracted portfolio at the time to about 1.4 gigawatts of critical IT capacity and $36 billion in base-term lease revenue”