Ellendale HPC campus total capacity expansion to 400 MW
Company: Applied Digital - Project: Polaris Forge 1
The claim, verbatim
Two additional buildings in design phase at Ellendale will increase total capacity to 400 MW
Source (primary)
Earnings Release (IR page (ir.applieddigital.com), earnings_call)
View cached copy (2026-09-25)Live source ↗Archive.org ↗
Quote: “Furthermore, we are in the design phase for two additional buildings at this location, which will increase the total capacity to 400 MW.”
How we checked this
Checked on October 12, 2026. The cited source supports every part of this claim.
The release states two additional Ellendale buildings are in design and will bring total HPC capacity to 400 MW. This is a stated plan, not a completed expansion.
Confirmed in the source:
- Two additional buildings at the Ellendale location are in the design phase
- These buildings will increase Ellendale's total capacity to 400 MW
What we did: Read our cached copy of IR page (ir.applieddigital.com) (https://ir.applieddigital.com/news-events/press-releases/detail/109/applied-digital-reports-fiscal-first-quarter-2025-results/) in full (29,084 characters, retrieved September 25, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Earnings Release
Quote: “Furthermore, we are in the design phase for two additional buildings at this location, which will increase the total capacity to 400 MW.”
confirms Earnings Release
Quote: “we plan to bring an additional 300 MW online through two additional buildings, which are in the design stage, ultimately increasing Ellendale's total HPC capacity to 400 MW”
confirms Earnings Release
Quote: “we plan to bring an additional 300 MW online through two additional buildings, which are in the design stage, ultimately increasing Ellendale's total HPC capacity to 400 MW”
confirms Earnings Release
Quote: “we plan to bring an additional 300 MW online through two additional buildings, which are in the design stage, ultimately increasing Ellendale's total HPC capacity to 400 MW”
confirms Earnings Release
Quote: “we plan to bring an additional 300 MW online through two additional buildings, which are in the design stage, ultimately increasing Ellendale's total HPC capacity to 400 MW”