Total contracted lease portfolio
Company: Applied Digital
The claim, verbatim
Company has approximately 1,410 MW of contracted critical IT load across five campuses, representing approximately $36 billion of contracted revenue over 15-year base terms, or approximately $86 billion if all renewal options are exercised.
Source (primary)
Earnings Release (IR page (ir.applieddigital.com), earnings_call)
View cached copy (2026-10-03)Live source ↗
Quote: “the Company had executed long-term leases representing approximately 1,410 MW of contracted critical IT load across five campuses ... representing approximately $36 billion of total contracted revenue over the initial 15-year base lease terms, or approximately $86 billion if all renewal options are exercised”
How we checked this
This claim has not yet been checked assertion-by-assertion against its source. It carries a cited source and quote, but the deeper check has not run. When it does, the result appears here whatever it says.
Additional evidence
confirms Earnings Release
Quote: “the Company had executed long-term leases representing approximately 1,410 MW of contracted critical IT load across five campuses ... representing approximately $36 billion of total contracted revenue over the initial 15-year base lease terms, or approximately $86 billion if all renewal options are exercised”