Contracted long-term customer lease revenue
Company: Applied Digital
The claim, verbatim
Applied Digital has $36 billion in contracted long-term lease value from customer agreements for data center capacity
Source (primary)
What Are You Actually Buying In Applied Digital Stock? - Trefis (-, news_article)
View cached copy (2026-09-04)Live source ↗Archive.org ↗
Quote: “Set that against $36 billion of contracted long-term lease value”
How we checked this
Checked on September 18, 2026. The cited source supports every part of this claim.
The article states Applied Digital has $36 billion of contracted long-term lease value, tied to its data center leases.
Confirmed in the source:
- Applied Digital has $36 billion of contracted long-term lease value from its data center leases
What we did: Read our cached copy of the publisher (https://www.trefis.com/stock/apld/articles/614232/what-are-you-actually-buying-in-applied-digital-stock/2026-09-03) in full (6,823 characters, retrieved September 4, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms What Are You Actually Buying In Applied Digital Stock? - Trefis
Quote: “Set that against $36 billion of contracted long-term lease value”