Additional 100 MW in negotiation
Company: Applied Digital
The claim, verbatim
An additional 100 MW of capacity is currently in lease negotiation beyond the 1.41 GW contracted.
Source (primary)
Investor Presentation (IR page (ir.applieddigital.com), ir_presentation)
View cached copy (2026-10-06)Live source ↗Archive.org ↗
Quote: “Contracted capacity under long-term agreements; additional 100 MW currently in negotiation.”
How we checked this
Checked on October 7, 2026. The cited source supports every part of this claim.
The power pipeline slide lists '1.41 GW Contracted + 100 MW In Negotiation' and notes that an additional 100 MW is currently in negotiation.
Confirmed in the source:
- An additional 100 MW of capacity is currently in negotiation
- This 100 MW is beyond the 1.41 GW already contracted
What we did: Read our cached copy of IR page (ir.applieddigital.com) (https://ir.applieddigital.com/_assets/_2ca3a6fc58e47f662a7c51ed55b80806/appliedblockchaininc/db/2905/27269/pdf/APLD_INV_June2026_Updated-compressed.pdf) in full (47,679 characters, retrieved October 6, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Investor Presentation
Quote: “Contracted capacity under long-term agreements; additional 100 MW currently in negotiation.”