Total contracted revenue
Company: Applied Digital
The claim, verbatim
Applied Digital had $36.2 billion of contracted revenue as of May 31. CoreWeave accounts for 30.4% of it and a tier-one hyperscaler for 55.8%.
Source (primary)
CoreWeave Has “a Sentiment Problem.” Its Landlord Applied Digital Has $11 Billion Riding on It - TIKR.com (-, news_article)
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Quote: “That's 30.4% of Applied Digital's $36.2 billion of contracted revenue as of May 31. Only a tier-one hyperscaler, at 55.8%, accounts for more.”
How we checked this
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Additional evidence
confirms CoreWeave Has “a Sentiment Problem.” Its Landlord Applied Digital Has $11 Billion Riding on It - TIKR.com
Quote: “That's 30.4% of Applied Digital's $36.2 billion of contracted revenue as of May 31. Only a tier-one hyperscaler, at 55.8%, accounts for more.”