jain.com

North Dakota delivered critical IT load target

Company: Applied Digital

Subject kind
guidance
Statement date
2026-10-08
Promised by
2026-12-31
Promised amount
300.0 MW
Current status
stated

The claim, verbatim

Management expects initial Polaris Forge 2 operations to lift delivered critical IT load across North Dakota campuses to 300 MW by the end of calendar 2026.

Source (primary)

Applied Digital Q1 Earnings Miss on Higher Costs, Revenues Beat - Yahoo Finance (-, news_article)
View cached copy (2026-10-09)Live source ↗

Quote: “Management expects initial Polaris Forge 2 operations to lift the delivered critical IT load across its North Dakota campuses to 300 MW by the end of calendar 2026.”

How we checked this

Checked on October 14, 2026. The cited source supports every part of this claim.

The article reports this management expectation in the same terms.

Confirmed in the source:

What we did: Read our cached copy of the publisher (https://finance.yahoo.com/markets/stocks/articles/applied-digital-q1-earnings-miss-140100245.html) in full (12,813 characters, retrieved October 9, 2026) and checked each assertion in the claim against it.

Additional evidence

confirms Applied Digital Q1 Earnings Miss on Higher Costs, Revenues Beat - Yahoo Finance

Quote: “Management expects initial Polaris Forge 2 operations to lift the delivered critical IT load across its North Dakota campuses to 300 MW by the end of calendar 2026.”

View cached copy (2026-10-09)Live source ↗