Long-term AI/HPC lease revenue backlog
Company: Applied Digital
The claim, verbatim
By mid-2026, long-term AI and HPC leases were expected to generate about $36.2 billion over 15 years.
Source (primary)
Applied Digital Executives Buy $6.7 Million in Shares After Stock Slide - www.tokenpost.com (-, news_article)
View cached copy (2026-10-29)Live source ↗Archive.org ↗
Quote: “By mid-2026, long-term AI and HPC leases covered about 1.41 gigawatts of critical IT load and were expected to generate about $36.2 billion over 15 years.”
How we checked this
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Additional evidence
confirms Applied Digital Executives Buy $6.7 Million in Shares After Stock Slide - www.tokenpost.com
Quote: “By mid-2026, long-term AI and HPC leases covered about 1.41 gigawatts of critical IT load and were expected to generate about $36.2 billion over 15 years.”
