CoreWeave 150MW option exercise
Company: Applied Digital
The claim, verbatim
CoreWeave exercised its option for an additional 150 MW, bringing total leased capacity to 400 MW and adding ~$4 billion in contracted revenue (total ~$11 billion); third lease being finalized on substantially the same terms.
Source (primary)
Earnings Release (IR page (ir.applieddigital.com), earnings_call)
View cached copy (2026-09-29)Live source ↗Archive.org ↗
Quote: “CoreWeave has exercised its lease option for an additional 150 MW. When the lease is signed it would bring the total leased capacity to 400 MW of critical IT load and add approximately $4 billion in contracted revenue which would bring the total contracted revenue to approximately $11 billion.”
How we checked this
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Additional evidence
confirms Earnings Release
Quote: “CoreWeave has exercised its lease option for an additional 150 MW. When the lease is signed it would bring the total leased capacity to 400 MW of critical IT load and add approximately $4 billion in contracted revenue which would bring the total contracted revenue to approximately $11 billion.”