Contracted critical IT load portfolio
Company: Applied Digital
The claim, verbatim
As of May 31, Applied Digital had about 1,410 MW of contracted critical IT load across five campuses, representing about $36 billion in base-term lease revenue, or about $86 billion including renewal options.
Source (primary)
Applied Digital Reports Today: What to Know - TradingView (-, news_article)
View cached copy (2026-10-14)Live source ↗Archive.org ↗
Quote: “As of May 31, Applied Digital had about 1,410 MW of contracted critical IT load across five campuses, representing about $36 billion in base-term lease revenue, or about $86 billion including renewal options.”
How we checked this
Checked on October 16, 2026. The cited source supports every part of this claim.
The article states every figure in this claim: 1,410 MW across five campuses as of May 31, worth about $36 billion in base-term lease revenue or $86 billion with renewals.
Confirmed in the source:
- As of May 31, Applied Digital had about 1,410 MW of contracted critical IT load
- The contracted critical IT load spans five campuses
- The contracted portfolio represents about $36 billion in base-term lease revenue
- Including renewal options, the contracted portfolio represents about $86 billion
What we did: Read our cached copy of the publisher (https://www.tradingview.com/news/benzinga:759838560094b:0-applied-digital-reports-today-what-to-know/) in full (4,611 characters, retrieved October 14, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Applied Digital Reports Today: What to Know - TradingView
Quote: “As of May 31, Applied Digital had about 1,410 MW of contracted critical IT load across five campuses, representing about $36 billion in base-term lease revenue, or about $86 billion including renewal options.”