About 1 GW per year delivered in 2029 and 2030
Company: Applied Digital
The claim, verbatim
Cummins said the company could deliver about 1 gigawatt 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: “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 directly attributes this delivery pace to Cummins.
Confirmed in the source:
- 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: “Cummins said it could deliver about 1 gigawatt a year in 2029 and 2030”