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Polaris Forge 1 Building 2 Phase 2 RFS

Company: Applied Digital - Project: Polaris Forge 1

Subject kind
facility timeline
Statement date
2026-10-08
Promised amount
250.0 MW
Event date
2026-10-01
Current status
stated

What the later record shows

Not a promise: a reported event · happened October 1, 2026

The claim was made on 2026-10-08 and reports that Building 2 Phase 2 reached Ready for Service on October 1, 2026, so it describes a completed event rather than a commitment. Later filings confirm the second 75 MW phase was delivered on October 1, bringing live campus capacity to 250 MW.

“Building 2 (150 MW) was delivered in two 75 MW phases, the first on July 1, 2026 and the second on October 1 subsequent to quarter end, bringing live capacity at the campus to 250 MW”
2026-10-07 · EX-99.1 View cached copy (2026-10-08)Live source ↗Archive.org ↗
“Delivered the second 75 MW phase of Building 2 at Polaris Forge 1 Ready for Service, bringing total live capacity at the campus to 250 MW”
2026-10-07 · EX-99.1 View cached copy (2026-10-08)Live source ↗Archive.org ↗

Checked October 9, 2026 against filings, releases and reporting published after the claim was made. Quotes are verbatim from the linked documents.

The claim, verbatim

Achieved Ready for Service for the second 75 MW phase of Building 2 at Polaris Forge 1 on October 1, 2026, bringing operational critical IT load at the campus to 250 MW across two buildings and 10 data halls.

Source (primary)

EX-99.1 (IR page (ir.applieddigital.com), earnings_call)
View cached copy (2026-10-08)Live source ↗Archive.org ↗

Quote: “On October 1, 2026, the Company achieved Ready for Service for the second 75 MW phase of Building 2 at Polaris Forge 1, bringing fully operational critical IT load at the campus to 250 MW across two buildings and 10 data halls”

How we checked this

Checked on October 13, 2026. The cited source supports every part of this claim.

The release states the date, the phase size and the resulting 250 MW across two buildings and 10 data halls.

Confirmed in the source:

What we did: Read our cached copy of IR page (ir.applieddigital.com) (https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000057/apldq127earningsrelease.htm) in full (40,037 characters, retrieved October 8, 2026) and checked each assertion in the claim against it.

Additional evidence

confirms EX-99.1

Quote: “On October 1, 2026, the Company achieved Ready for Service for the second 75 MW phase of Building 2 at Polaris Forge 1, bringing fully operational critical IT load at the campus to 250 MW across two buildings and 10 data halls”

View cached copy (2026-10-08)Live source ↗Archive.org ↗

confirms Earnings Release

Quote: “On October 1, 2026, the Company achieved Ready for Service for the second 75 MW phase of Building 2 at Polaris Forge 1, bringing fully operational critical IT load at the campus to 250 MW across two buildings and 10 data halls”

View cached copy (2026-10-08)Live source ↗

confirms View PDF

Quote: “On October 1, 2026, the Company achieved Ready for Service for the second 75 MW phase of Building 2 at Polaris Forge 1, bringing fully operational critical IT load at the campus to 250 MW across two buildings and 10 data halls”

View cached copy (2026-10-08)Live source ↗

Record of changes

October 8, 2026 — stated
Automated extraction from the cited source. Recorded automatically from the cited source when it was published, then queued for evidence review.
October 9, 2026 — outcome unconfirmed
Automated extraction from the cited source. Recorded automatically from the cited source when it was published, then queued for evidence review.
October 9, 2026 — stated
Automated extraction from the cited source. Recorded automatically from the cited source when it was published, then queued for evidence review.