Ellendale HPC expansion to 400 MW total
Company: Applied Digital - Project: Polaris Forge 1
The claim, verbatim
Plan to bring an additional 300 MW online through two additional buildings in design stage, increasing Ellendale total HPC 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: “we plan to bring an extra 300 MW online through two additional buildings currently in the design stage. This will ultimately increase Ellendale's total HPC 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 the plan for an extra 300 MW through two design-stage buildings, bringing Ellendale's total HPC capacity to 400 MW.
Confirmed in the source:
- Applied Digital plans to bring an additional 300 MW online at Ellendale
- The additional capacity will come through two additional buildings currently in the design stage
- This would increase Ellendale's total HPC 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/118/applied-digital-reports-fiscal-second-quarter-2025-results/) in full (35,889 characters, retrieved September 25, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Earnings Release
Quote: “we plan to bring an extra 300 MW online through two additional buildings currently in the design stage. This will ultimately increase Ellendale's total HPC capacity to 400 MW.”