Contract value from three recent leases
Company: Applied Digital
The claim, verbatim
Roughly $20 billion of contracted value came from three recent leases, all with the same investment-grade hyperscaler customer
Source (primary)
What Are You Actually Buying In Applied Digital Stock? - Trefis (-, news_article)
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Quote: “Roughly $20 billion of the $36 billion came from those three, all signed with the same high investment-grade hyperscaler”
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Additional evidence
confirms What Are You Actually Buying In Applied Digital Stock? - Trefis
Quote: “Roughly $20 billion of the $36 billion came from those three, all signed with the same high investment-grade hyperscaler”