Nearly all 2027 capacity contracted
Company: Applied Digital
The claim, verbatim
Cummins said demand remains extremely strong and nearly all of 2027 capacity looks contracted.
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 also said demand remains extremely strong, and nearly all of 2027 capacity looks contracted.”
How we checked this
Checked on October 15, 2026. The cited source supports every part of this claim.
The article reports both statements as Cummins's.
Confirmed in the source:
- Cummins said demand remains extremely strong
- Cummins said nearly all of 2027 capacity looks contracted
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 also said demand remains extremely strong, and nearly all of 2027 capacity looks contracted.”