Total contracted lease revenue over 15 years
Company: Applied Digital
The claim, verbatim
Leases represent about $36 billion of revenue over 15-year base terms
Source (primary)
Applied Digital Won't Collect Most of Its Rent Until 2029. I'd Wait to Buy the Stock. - The Globe and Mail (-, news_article)
View cached copy (2026-09-08)Live source ↗Archive.org ↗
Quote: “Those contracts add up to about $36 billion over their initial 15-year base terms”
How we checked this
Checked on October 10, 2026. The cited source supports every part of this claim.
The article states the contracts add up to about $36 billion over their initial 15-year base terms.
Confirmed in the source:
- Applied Digital's signed leases represent about $36 billion of revenue
- The $36 billion figure covers the leases' initial 15-year base terms
What we did: Read our cached copy of the publisher (https://www.theglobeandmail.com/investing/markets/markets-news/motley/4478039/applied-digital-won-t-collect-most-of-its-rent-until-2029-i-d-wait-to-buy-the-stock/) in full (9,374 characters, retrieved September 8, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Applied Digital Won't Collect Most of Its Rent Until 2029. I'd Wait to Buy the Stock. - The Globe and Mail
Quote: “Those contracts add up to about $36 billion over their initial 15-year base terms”
confirms Applied Digital Won't Collect Most of Its Rent Until 2029. I'd Wait to Buy the Stock. - The Motley Fool
Quote: “Those contracts add up to about $36 billion over their initial 15-year base terms”