Second 150MW Ellendale building ready mid-2026
Company: Applied Digital - Project: Polaris Forge 1
What the later record shows
Partly delivered
The April 2026 10-Q still described the 150 MW building as under construction. The 10-K released 2026-07-29, after the mid-2026 target, says it is only partially operational, with no amount or completion date given.
“the second lease is for the full capacity of our 150 MW data center that is also under construction”
2026-04-07 · Applied Digital 10-Q filed 2026-04-08 View cached copy (2026-08-30)Live source ↗
“A second data center, expected to provide an additional 150 MW, is partially operational”
2026-07-29 · View 10-K View cached copy (2026-09-01)Live source ↗Archive.org ↗
Checked October 13, 2026 against filings, releases and reporting published after the claim was made. Quotes are verbatim from the linked documents.
The claim, verbatim
The second building, a 150 MW data center under construction, is expected to be ready for service in the middle of 2026.
Source (primary)
applied-digital 8-K exhibit (ex99-2.htm) (SEC EDGAR (8-K Ex), press_release)
View cached copy (2026-10-13)Live source ↗
Quote: “The second building, which is expected to house a 150 MW data center, is currently under construction and is expected to be ready for service in the middle of 2026.”
How we checked this
Checked on October 15, 2026. The cited source supports every part of this claim.
The release describes the second building as a 150 MW data center under construction and expected to be ready in mid-2026.
Confirmed in the source:
- The second building is expected to house a 150 MW data center
- The second building is currently under construction
- The second building is expected to be ready for service in the middle of 2026
What we did: Read our cached copy of SEC EDGAR (8-K Ex) (https://www.sec.gov/Archives/edgar/data/1144879/000164117225013199/ex99-2.htm) in full (7,957 characters, retrieved October 13, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms applied-digital 8-K exhibit (ex99-2.htm)
Quote: “The second building, which is expected to house a 150 MW data center, is currently under construction and is expected to be ready for service in the middle of 2026.”