1 GW AI capacity under construction with 900 MW contracted
Company: Applied Digital
The claim, verbatim
Applied Digital has 1 GW of critical IT load under construction, of which 900 MW is fully contracted on long-term leases
Source (primary)
applied-digital 8-K exhibit (apld_invxinvestorpresent.htm) (SEC EDGAR (8-K Ex), press_release)
View cached copy (2026-09-09)Live source ↗
Quote: “1 GW of Critical IT load under construction, out of which 900 MW is fully contracted on long term leases”
How we checked this
Checked on September 19, 2026. The cited source supports every part of this claim.
The document's Key Segment Stat states this verbatim.
Confirmed in the source:
- Applied Digital has 1 GW of critical IT load under construction
- 900 MW of that is fully contracted on long-term leases
What we did: Read our cached copy of SEC EDGAR (8-K Ex) (https://www.sec.gov/Archives/edgar/data/1144879/000114487926000036/apld_invxinvestorpresent.htm) in full (35,389 characters, retrieved September 9, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms applied-digital 8-K exhibit (apld_invxinvestorpresent.htm)
Quote: “1 GW of Critical IT load under construction, out of which 900 MW is fully contracted on long term leases”