3.5-4 GW capacity by end of 2030
Company: Applied Digital
The claim, verbatim
The goal is 3.5 to 4 gigawatts by the end of 2030, delivering about 1 GW per year in 2029 and 2030.
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: “The goal is 3.5 to 4 gigawatts by the end of 2030. Cummins said it could deliver about 1 gigawatt a year in 2029 and 2030”
How we checked this
Checked on October 15, 2026. The cited source supports every part of this claim.
The article states the 3.5 to 4 GW goal and Cummins' estimate of about 1 GW a year in 2029 and 2030.
Confirmed in the source:
- The company's goal is 3.5 to 4 gigawatts by the end of 2030
- Cummins said the company could deliver about 1 gigawatt a year in 2029 and 2030
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: “The goal is 3.5 to 4 gigawatts by the end of 2030. Cummins said it could deliver about 1 gigawatt a year in 2029 and 2030”