~$36B contracted AI data center revenue
Company: Applied Digital
The claim, verbatim
Applied Digital has secured roughly $36 billion of contracted AI data center revenue, though most of the capacity still needs to be built.
Source (primary)
Applied Digital Has $36 Billion in Contracted Revenue. Is the Stock a Buy? - The Motley Fool (-, news_article)
View cached copy (2026-10-09)Live source ↗Archive.org ↗
Quote: “has secured roughly $36 billion of contracted AI data center revenue, but most of the capacity still needs to be built”
How we checked this
Checked on October 14, 2026. The cited source supports every part of this claim.
The Motley Fool article states that Applied Digital has secured roughly $36 billion of contracted AI data center revenue and that most of the capacity still needs to be built, which matches every part of the claim.
Confirmed in the source:
- Applied Digital has secured roughly $36 billion of contracted AI data center revenue
- Most of the capacity tied to that contracted revenue still needs to be built
What we did: Read our cached copy of the publisher (https://www.fool.com/investing/2026/10/08/applied-digital-has-36-billion-in-contracted-reven/) in full (7,160 characters, retrieved October 9, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Applied Digital Has $36 Billion in Contracted Revenue. Is the Stock a Buy? - The Motley Fool
Quote: “has secured roughly $36 billion of contracted AI data center revenue, but most of the capacity still needs to be built”