Customer Cost Savings Projection
Company: Applied Digital
The claim, verbatim
A 100 MW data center customer using Polaris Forge 1 could save approximately $2.7 billion over thirty years compared to industry data centers in other regions
Source (primary)
Earnings Release (IR page (ir.applieddigital.com), earnings_call)
View cached copy (2026-09-25)Live source ↗Archive.org ↗
Quote: “management believes a 100 MW data center customer could save up to approximately $2.7 billion over a thirty-year period as compared to the current industry data centers in other regions.”
How we checked this
Checked on October 12, 2026. The cited source supports part of this claim, but not all of it.
The release gives $2.7 billion as management's 'up to' estimate tied to Dakotas siting and design generally. The claim drops both qualifiers and ties the figure to Polaris Forge 1.
Confirmed in the source:
- Management believes a 100 MW data center customer could save up to approximately $2.7 billion over thirty years compared with current industry data centers in other regions
We could not confirm this from the cited source:
- That the savings estimate applies specifically to Polaris Forge 1; the release ties it to the company's Dakotas location and design in general
- That a customer would save approximately $2.7 billion; the release gives $2.7 billion only as an upper bound ('up to') and frames it as management's belief
That does not mean it is false — only that this source does not establish it, as of the date above. If we find a source that settles it, we will re-check and update this page.
What we did: Read our cached copy of IR page (ir.applieddigital.com) (https://ir.applieddigital.com/news-events/press-releases/detail/126/applied-digital-reports-fiscal-fourth-quarter-and-full-year/) in full (41,868 characters, retrieved September 25, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Earnings Release
Quote: “management believes a 100 MW data center customer could save up to approximately $2.7 billion over a thirty-year period as compared to the current industry data centers in other regions.”