$36B total contracted lease value
Company: Applied Digital
The claim, verbatim
$36 billion in total contracted baseline revenue under 15-year take-or-pay leases, with potential expansion to $86 billion if all renewal options are exercised.
Source (primary)
Investor Presentation (IR page (ir.applieddigital.com), ir_presentation)
View cached copy (2026-09-29)Live source ↗Archive.org ↗
Quote: “$ 36 billion in total contracted baseline revenue under 15-year take-or-pay lease agreements, with potential expansion to $86 billion if all renewal options are exercised (up to 30 years).”
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Additional evidence
confirms Investor Presentation
Quote: “$ 36 billion in total contracted baseline revenue under 15-year take-or-pay lease agreements, with potential expansion to $86 billion if all renewal options are exercised (up to 30 years).”