Tier-one hyperscaler share of contracted revenue
Company: Applied Digital
The claim, verbatim
A tier-one hyperscaler accounts for 55.8% of Applied Digital's contracted revenue, and investment-grade hyperscalers account for $25.2 billion (69.6%) of contracted rent.
Source (primary)
CoreWeave Has “a Sentiment Problem.” Its Landlord Applied Digital Has $11 Billion Riding on It - TIKR.com (-, news_article)
View cached copy (2026-11-11)Live source ↗Archive.org ↗
Quote: “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: “Only a tier-one hyperscaler, at 55.8%, accounts for more.”