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Hyperscaler leases total about $36B across 1.41 GW

Company: Applied Digital

Subject kind
customer
Statement date
2026-11-05
Promised amount
36000000000.0 USD
Current status
stated

The claim, verbatim

Applied Digital has signed long-term lease agreements with Tier 1, investment-grade hyperscalers totaling about $36 billion of contracted lease value across 1.41 GW of IT load, mainly under 15-year take-or-pay structures.

Source (primary)

Applied Digital (APLD) Stock Dropped, What Is Driving Attention Today? - Simply Wall St (-, news_article)
View cached copy (2026-11-06)Live source ↗Archive.org ↗

Quote: “The long-term leasing agreements that Applied Digital has signed with Tier 1, investment-grade hyperscalers now total about US$36b of contracted lease value across 1.41 GW of IT load under mainly 15-year take-or-pay structures.”

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 Applied Digital (APLD) Stock Dropped, What Is Driving Attention Today? - Simply Wall St

Quote: “The long-term leasing agreements that Applied Digital has signed with Tier 1, investment-grade hyperscalers now total about US$36b of contracted lease value across 1.41 GW of IT load under mainly 15-year take-or-pay structures.”

View cached copy (2026-11-06)Live source ↗Archive.org ↗