Estimated lease revenue from contracted capacity
Company: Applied Digital
The claim, verbatim
Applied Digital estimates that its contracted data center leases will generate $36 billion in revenue over 15 years under the base contractual term
Source (primary)
Prediction: Applied Digital Stock Will Jump 156% in 3 Years. Here’s the Math. - Yahoo Finance (-, news_article)
View cached copy (2026-09-01)Live source ↗
Quote: “The company estimates that these leases will generate $36 billion in lease revenue across 15 years under the base contractual term.”
How we checked this
Checked on September 17, 2026. The cited source supports every part of this claim.
The article states that the company estimates its leases for 1.4 GW of capacity will generate $36 billion in lease revenue over 15 years under the base contractual term.
Confirmed in the source:
- Applied Digital estimates its data center leases will generate $36 billion in lease revenue
- The estimate covers 15 years under the base contractual term
- The leases cover contracted data center capacity (1.4 GW across five campuses)
What we did: Read our cached copy of the publisher (https://finance.yahoo.com/markets/stocks/articles/prediction-applied-digital-stock-jump-135001830.html) in full (11,860 characters, retrieved September 1, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Prediction: Applied Digital Stock Will Jump 156% in 3 Years. Here’s the Math. - Yahoo Finance
Quote: “The company estimates that these leases will generate $36 billion in lease revenue across 15 years under the base contractual term.”