Hyperscaler lease contracted revenue
Company: Applied Digital
The claim, verbatim
Applied Digital has long-term leases with tier-one hyperscalers worth roughly $36B in contracted revenue over base lease terms, potentially reaching about $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”