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Jamestown HPC facility expansion to 9 MW

Company: Applied Digital - Project: Jamestown

This claim was marked delayed on October 9, 2026. Recorded automatically from the cited source when it was published, then queued for evidence review.

How this was decided: Automated extraction from the cited source. The claim is preserved below exactly as it was originally published, so the record shows what was asserted as well as what became of it.

Subject kind
facility capacity
Statement date
2023-06-25
Promised by
2023-12-31
Promised amount
9.0 MW
Current status
delayed

What the later record shows

The date slipped

Only initial capacity was energized in 2023. Later filings resize the facility to 7.5 MW and say it was still 'nearing completion' in January 2025, so the H2 2023 date was missed.

“successfully energized initial capacity at the facility. The facility successfully passed the Integrated Systems Test for its first 200KW of HPC equipment and systems”
2023-07-24 · Earnings Release View cached copy (2026-10-08)Live source ↗Archive.org ↗
“The first facility, which is nearing completion, is a 7.5 MW facility in Jamestown, North Dakota located adjacent to our 106 MW data center hosting facility.”
2025-01-13 · Applied Digital 10-Q filed 2025-01-14 View cached copy (2026-08-31)Live source ↗

Checked October 9, 2026 against filings, releases and reporting published after the claim was made. Quotes are verbatim from the linked documents.

The claim, verbatim

Applied Digital expanded its HPC facility in Jamestown, North Dakota to 9 MW capacity, expected to be brought online in the second half of 2023

Source (primary)

Applied Digital 424B5 filed 2023-06-26 (SEC EDGAR, sec_filing)
View cached copy (2026-09-13)Live source ↗

Quote: “We subsequently determined to increase the capacity of this facility to 9 MW. This separate and unique building, designed and purpose-built for Graphics Processing Units (GPUs)... This facility is expected to be brought online in the second half of calendar year 2023.”

How we checked this

Checked on October 11, 2026. The cited source supports every part of this claim.

The filing says Applied Digital 'determined to increase the capacity' of the Jamestown HPC facility from 5 MW to 9 MW and expected it online in the second half of calendar 2023. The expansion was a planning decision for a facility still under construction, not completed capacity.

Confirmed in the source:

What we did: Read our cached copy of SEC EDGAR (https://www.sec.gov/Archives/edgar/data/1144879/000114487923000166/apld-preliminaryprospectus.htm) in full (176,255 characters, retrieved September 13, 2026) and checked each assertion in the claim against it.

Additional evidence

confirms Applied Digital 424B5 filed 2023-06-26

Quote: “We subsequently determined to increase the capacity of this facility to 9 MW. This separate and unique building, designed and purpose-built for Graphics Processing Units (GPUs)... This facility is expected to be brought online in the second half of calendar year 2023.”

View cached copy (2026-09-13)Live source ↗

delays Applied Digital 10-Q filed 2025-01-14

Quote: “The first facility, which is nearing completion, is a 7.5 MW facility in Jamestown, North Dakota located adjacent to our 106 MW data center hosting facility.”

View cached copy (2026-08-31)Live source ↗

delays Earnings Release

Quote: “successfully energized initial capacity at the facility. The facility successfully passed the Integrated Systems Test for its first 200KW of HPC equipment and systems”

View cached copy (2026-10-08)Live source ↗Archive.org ↗

Record of changes

September 13, 2026 — stated
Automated extraction from the cited source. Recorded automatically from the cited source when it was published, then queued for evidence review.
September 14, 2026 — delayed
Automated extraction from the cited source. Recorded automatically from the cited source when it was published, then queued for evidence review.
October 9, 2026 — outcome unconfirmed
Automated extraction from the cited source. Recorded automatically from the cited source when it was published, then queued for evidence review.
October 9, 2026 — delayed
Automated extraction from the cited source. Recorded automatically from the cited source when it was published, then queued for evidence review.