$APPLIED DIGITAL CORP(APLD)$ Once the $ChronoScale Corp(CHRN)$ details come out, I suspect we see at least $18M/MW, maybe more based on the latest reports from what $IREN Ltd(IREN)$ and $NEBIUS(NBIS)$ are seeing. CHRN provides the GPUs.
50MW at 5 years works out to $4.5B in revenue back to APLD's bottom line.
Also worth keeping in mind, RFS comes next week for PF1-2 at 75MW, and RFS for PF2-1 at 75MW follows in early October.
AEX 3 LLC has been formed as well, so another lease there looks likely, probably at higher rates than the first.
And PF2-2 has 100MW being signed soon, which would be realized revenue by March or April next year.
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