800 MW first right of refusal for Hyperscaler at Polaris Forge 2
Company: Applied Digital - Project: Polaris Forge 2
The claim, verbatim
The U.S.-Based Investment Grade Hyperscaler holds the first right of refusal for an additional 800 MW of critical IT capacity at Polaris Forge 2, representing the full 1-gigawatt expansion potential of the site.
Source (primary)
applied-digital 8-K exhibit (ex99-1.htm) (SEC EDGAR (8-K Ex), press_release)
View cached copy (2026-09-26)Live source ↗
Quote: “which also holds the first right of refusal for an additional 800 MW of critical IT load at that campus – representing the full 1-gigawatt expansion potential of the site”
How we checked this
Checked on September 28, 2026. The cited source supports every part of this claim.
The release says the hyperscaler also holds the first right of refusal on an additional 800 MW, representing the site's full 1-gigawatt potential.
Confirmed in the source:
- The U.S.-Based Investment Grade Hyperscaler holds a first right of refusal for an additional 800 MW of critical IT load at Polaris Forge 2
- This represents the full 1-gigawatt expansion potential of the site
What we did: Read our cached copy of SEC EDGAR (8-K Ex) (https://www.sec.gov/Archives/edgar/data/1144879/000149315225021955/ex99-1.htm) in full (9,989 characters, retrieved September 26, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms applied-digital 8-K exhibit (ex99-1.htm)
Quote: “which also holds the first right of refusal for an additional 800 MW of critical IT load at that campus – representing the full 1-gigawatt expansion potential of the site”