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$36B contracted lease value

Company: Applied Digital

Subject kind
customer
Statement date
2026-10-23
Promised amount
36000000000.0 USD
Current status
stated

The claim, verbatim

About $36 billion of total contracted baseline revenue under 15-year take-or-pay leases, potentially $86 billion if all renewal options are exercised.

Source (primary)

Investor Presentation (IR page (ir.applieddigital.com), ir_presentation)
View cached copy (2026-10-23)Live source ↗Archive.org ↗

Quote: “$ 36 billion in total contracted baseline revenue under 15-year take-or-pay lease agreements, with potential expansion to $86 billion if all renewal options are exercised”

How we checked this

This claim has not yet been checked assertion-by-assertion against its source. It carries a cited source and quote, but the deeper check has not run. When it does, the result appears here whatever it says.

Additional evidence

confirms Investor Presentation

Quote: “$ 36 billion in total contracted baseline revenue under 15-year take-or-pay lease agreements, with potential expansion to $86 billion if all renewal options are exercised”

View cached copy (2026-10-23)Live source ↗Archive.org ↗