Total AI data center capacity
Company: Applied Digital
The claim, verbatim
Applied Digital expects to deliver 1.51 GW of critical IT load across its AI data center campuses, of which 1.41 GW is already fully contracted.
Source (primary)
Investor Presentation (IR page (ir.applieddigital.com), ir_presentation)
View cached copy (2026-09-01)Live source ↗Archive.org ↗
Quote: “Expected to deliver 1.51 GW of critical IT load — of which 1.41 GW is already fully contracted”
How we checked this
Checked on September 16, 2026. The cited source supports every part of this claim.
The growth slide states both the 1.51 GW expected delivery and the 1.41 GW contracted portion, and the power and site pipeline slide repeats the same split.
Confirmed in the source:
- Applied Digital expects to deliver 1.51 GW of critical IT load
- 1.41 GW of that expected capacity is described as already fully contracted
What we did: Read our cached copy of IR page (ir.applieddigital.com) (https://ir.applieddigital.com/_assets/_0d036ffb66b2bfe154912829a47150be/appliedblockchaininc/db/2905/27269/pdf/APLD_INV_June2026_Updated-compressed.pdf) in full (47,679 characters, retrieved September 1, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Investor Presentation
Quote: “Expected to deliver 1.51 GW of critical IT load — of which 1.41 GW is already fully contracted”