Generation equipment under procurement
Company: Applied Digital
The claim, verbatim
Roughly 2.4 to 2.5 GW of generation equipment is under procurement across the broader North Dakota power initiative with Base Electron.
Source (primary)
Applied Digital earnings: APLD beats expectations with $341.9M in revenue - Yahoo Finance (-, news_article)
View cached copy (2026-10-15)Live source ↗Archive.org ↗
Quote: “Cummins described roughly 2.4 to 2.5 gigawatts of generation equipment under procurement across the broader initiative”
How we checked this
Checked on October 16, 2026. The cited source supports every part of this claim.
The transcript says roughly 2.4 to 2.5 gigawatts of generation equipment is under procurement across the broader initiative, which it describes as North Dakota generation development with Base Electron.
Confirmed in the source:
- Roughly 2.4 to 2.5 GW of generation equipment is under procurement across the broader initiative
- The broader initiative involves generation development in North Dakota with Base Electron
What we did: Read our cached copy of the publisher (https://finance.yahoo.com/video/applied-digital-earnings-apld-beats-231634962.html) in full (16,823 characters, retrieved October 15, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Applied Digital earnings: APLD beats expectations with $341.9M in revenue - Yahoo Finance
Quote: “Cummins described roughly 2.4 to 2.5 gigawatts of generation equipment under procurement across the broader initiative”