~$36b contracted hyperscaler leases across 1.41 GW
Company: Applied Digital
The claim, verbatim
Applied Digital has approximately US$36b of contracted long-term hyperscaler lease value across 1.41 GW of data center capacity.
Source (primary)
Applied Digital Stock Is Drawing Attention As AI Data Center Leases Build Revenue Visibility - Simply Wall St (-, news_article)
View cached copy (2026-11-08)Live source ↗Archive.org ↗
Quote: “approximately US$36b of contracted lease value across 1.41 GW of data center capacity”
How we checked this
Checked on November 9, 2026. The cited source supports every part of this claim.
The article gives approximately US$36b of contracted lease value across 1.41 GW and separately describes those US$36b as long-dated hyperscaler contracts.
Confirmed in the source:
- Applied Digital has approximately US$36b of contracted lease value
- The contracted lease value spans 1.41 GW of data center capacity
- The US$36b in contracts are long-dated hyperscaler contracts
What we did: Read our cached copy of the publisher (https://simplywall.st/stocks/us/software/nasdaq-apld/applied-digital/news/applied-digital-stock-is-drawing-attention-as-ai-data-center) in full (14,655 characters, retrieved November 8, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Applied Digital Stock Is Drawing Attention As AI Data Center Leases Build Revenue Visibility - Simply Wall St
Quote: “approximately US$36b of contracted lease value across 1.41 GW of data center capacity”