Data center build capacity delivery commitment
Company: Applied Digital
The claim, verbatim
Applied Digital has contracted to deliver 1.5 gigawatts of data center build within a couple of years, approximately by 2028
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: “against a 1.5 gigawatt build it has contracted to deliver inside a couple of years”
How we checked this
Checked on September 18, 2026. The cited source supports part of this claim, but not all of it.
The article supports a 1.5 gigawatt build contracted for delivery within a couple of years, but it gives no target year such as 2028.
Confirmed in the source:
- Applied Digital has contracted to deliver a 1.5 gigawatt build within a couple of years
We could not confirm this from the cited source:
- The 1.5 gigawatt build is due approximately by 2028
That does not mean it is false — only that this source does not establish it, as of the date above. If we find a source that settles it, we will re-check and update this page.
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: “against a 1.5 gigawatt build it has contracted to deliver inside a couple of years”