North Dakota delivered capacity 300 MW by end 2026
Company: Applied Digital
The claim, verbatim
Company expects initial operations at Polaris Forge 2 in Harwood to increase delivered critical IT load across North Dakota campuses to 300 MW by the end of calendar 2026.
Source (primary)
EX-99.1 (IR page (ir.applieddigital.com), earnings_call)
View cached copy (2026-10-08)Live source ↗Archive.org ↗
Quote: “The Company expects initial operations at Polaris Forge 2 in Harwood to increase delivered critical IT load across our North Dakota campuses to 300 MW by the end of calendar 2026”
How we checked this
Checked on October 9, 2026. The cited source supports every part of this claim.
The release states this expectation in the same terms. It is a forward-looking company projection, not a completed result.
Confirmed in the source:
- Applied Digital expects initial operations at Polaris Forge 2 in Harwood
- These operations are expected to bring delivered critical IT load across its North Dakota campuses to 300 MW
- The 300 MW target is expected by the end of calendar 2026
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: “The Company expects initial operations at Polaris Forge 2 in Harwood to increase delivered critical IT load across our North Dakota campuses to 300 MW by the end of calendar 2026”