~2 GW capacity by end of 2028
Company: Applied Digital
The claim, verbatim
Cummins said the company could reach roughly two gigawatts by the end of 2028.
Source (primary)
Applied Digital Ends the Quarter With $36 Billion in Contracted Revenue as AI Moat Widens - Yahoo Finance (-, news_article)
View cached copy (2026-10-12)Live source ↗Archive.org ↗
Quote: “after reaching roughly two gigawatts by the end of 2028”
How we checked this
Checked on October 15, 2026. The cited source supports every part of this claim.
The article attributes the roughly 2 GW by end-2028 figure to Cummins.
Confirmed in the source:
- Cummins said the company could reach roughly two gigawatts by the end of 2028
What we did: Read our cached copy of the publisher (https://finance.yahoo.com/technology/ai/articles/applied-digital-ends-quarter-36-193002231.html) in full (13,480 characters, retrieved October 12, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Applied Digital Ends the Quarter With $36 Billion in Contracted Revenue as AI Moat Widens - Yahoo Finance
Quote: “after reaching roughly two gigawatts by the end of 2028”