15-year take-or-pay leases with primary hyperscaler
Company: Applied Digital
The claim, verbatim
APLD has three 15-year take-or-pay leases with one high-investment-grade hyperscaler totaling approximately $20 billion in contracted revenues
Source (primary)
APLD's Hyperscaler Concentration Grows: Are Revenues at Risk? - Yahoo Finance (-, news_article)
View cached copy (2026-09-04)Live source ↗Archive.org ↗
Quote: “three recently signed 15-year take-or-pay leases with the same high investment-grade hyperscaler account for roughly $20 billion of contracted revenues”
How we checked this
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Additional evidence
confirms APLD's Hyperscaler Concentration Grows: Are Revenues at Risk? - Yahoo Finance
Quote: “three recently signed 15-year take-or-pay leases with the same high investment-grade hyperscaler account for roughly $20 billion of contracted revenues”
