Hyperscaler lease contracts total ~$36B base, ~$86B with renewals
Company: Applied Digital
The claim, verbatim
Long-term hyperscaler contracts total about $36B over base lease terms, potentially reaching roughly $86B with renewals.
Source (primary)
APLD Stock Pops As AI Factory Earnings Crush Expectations - StocksToTrade (-, news_article)
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Quote: “locking in roughly $36B of contracted revenue over base lease terms and as much as about $86B with renewals”
How we checked this
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Additional evidence
confirms APLD Stock Pops As AI Factory Earnings Crush Expectations - StocksToTrade
Quote: “locking in roughly $36B of contracted revenue over base lease terms and as much as about $86B with renewals”