CoreWeave and hyperscaler 15-year take-or-pay leases
Company: Applied Digital
The claim, verbatim
The contracted portfolio is backed by CoreWeave and investment-grade hyperscalers, with leases generally structured for 15 years on a take-or-pay basis.
Source (primary)
Can APLD's $36B Contracted Revenue Base Drive Long-Term Growth? - TradingView (-, news_article)
View cached copy (2026-10-09)Live source ↗Archive.org ↗
Quote: “The portfolio is backed by CoreWeave and investment-grade hyperscalers, with leases generally structured for 15 years and on a take-or-pay basis.”
How we checked this
Checked on October 14, 2026. The cited source supports every part of this claim.
The article says the portfolio is backed by CoreWeave and investment-grade hyperscalers, with leases generally structured for 15 years on a take-or-pay basis.
Confirmed in the source:
- APLD's contracted portfolio is backed by CoreWeave and investment-grade hyperscalers
- The leases are generally structured for 15 years
- The leases are on a take-or-pay basis
What we did: Read our cached copy of the publisher (https://www.tradingview.com/news/zacks:946940ca7094b:0-can-apld-s-36b-contracted-revenue-base-drive-long-term-growth/) in full (6,763 characters, retrieved October 9, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Can APLD's $36B Contracted Revenue Base Drive Long-Term Growth? - TradingView
Quote: “The portfolio is backed by CoreWeave and investment-grade hyperscalers, with leases generally structured for 15 years and on a take-or-pay basis.”
confirms Can APLD's $36B Contracted Revenue Base Drive Long-Term Growth? - The Globe and Mail
Quote: “The portfolio is backed by CoreWeave and investment-grade hyperscalers, with leases generally structured for 15 years and on a take-or-pay basis.”