Hyperscaler lease contracts total ~$36B
Company: Applied Digital
The claim, verbatim
Applied Digital has signed long-term leasing agreements with Tier 1, investment-grade hyperscalers totaling about US$36b of contracted lease value, mainly under 15-year take-or-pay structures.
Source (primary)
Applied Digital (APLD) Could Be 71% Undervalued After CoreWeave Lifted AI Sentiment - Yahoo Finance (-, news_article)
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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.”
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Additional evidence
confirms Applied Digital (APLD) Could Be 71% Undervalued After CoreWeave Lifted AI Sentiment - Yahoo Finance
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.”