Ellendale HPC campus to reach 400 MW total
Company: Applied Digital - Project: Polaris Forge 1
The claim, verbatim
The Company plans to add an extra 300 MW through two additional buildings in the design stage, which would bring Ellendale's total HPC capacity to 400 MW, delivered on time and within budget.
Source (primary)
Earnings Release (IR page (ir.applieddigital.com), earnings_call)
View cached copy (2026-10-06)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 13, 2026. The cited source supports every part of this claim.
The press release states the plan to add 300 MW through two buildings in design, bringing Ellendale to 400 MW. The CEO separately commits to delivering the 400 MW campus on time and within budget. That timing and budget language is a stated commitment, not an achieved result.
Confirmed in the source:
- Applied Digital plans to bring an extra 300 MW online at Ellendale
- The additional 300 MW would come from two additional buildings currently in the design stage
- This would increase Ellendale's total HPC capacity to 400 MW
- Applied Digital's CEO, Wes Cummins, stated the company remains committed to delivering the 400 MW Ellendale campus on time and within budget
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 October 6, 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.”