Annual data center build capacity
Company: Applied Digital
The claim, verbatim
Management states that Applied Digital has roughly 700 megawatts per year of critical IT load build capacity, constrained by supply chain limitations
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: “Management points at two constraints, when utility power arrives and its own supply chain, and has put a figure on the second: roughly 700 megawatts of critical IT load a year”
How we checked this
Checked on September 18, 2026. The cited source supports every part of this claim.
The article says management named its supply chain as a constraint and put a figure of roughly 700 megawatts a year on it.
Confirmed in the source:
- Management cites supply chain as a constraint on Applied Digital's build pace
- Management puts that supply chain limit at roughly 700 megawatts of critical IT load a year
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: “Management points at two constraints, when utility power arrives and its own supply chain, and has put a figure on the second: roughly 700 megawatts of critical IT load a year”