HPC Ellendale Facility Expected Operational Date
Company: Applied Digital - Project: Ellendale
What the later record shows
Delivered on time · happened October 31, 2025
The 2026 10-K says the first ~100 MW HPC data center at the Ellendale (Polaris Forge 1) campus became operational in October 2025, within the calendar-2025 target. Other filings tie it to the first 100 MW HPC facility in Ellendale.
“secured by the first 100 MW HPC facility in Ellendale, North Dakota (the “Ellendale HPC Facility”)”
2025-04-13 · Applied Digital 10-Q filed 2025-04-14 View cached copy (2026-08-31)Live source ↗
“We recently commenced operations at our first HPC data center at our Polaris Forge 1 campus in Ellendale, ND (“Polaris Forge 1”) with 100MW of capacity”
2025-12-04 · Applied Digital S-3 filed 2025-12-05 View cached copy (2026-08-31)Live source ↗
“Our first HPC data center at the campus, with approximately 100 MW of critical IT load, became operational in October 2025.”
2026-07-29 · View 10-K View cached copy (2026-09-01)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
100 MW HPC datacenter facility expected to become operational in calendar year 2025
Source (primary)
Applied Digital S-1/A filed 2024-10-29 (SEC EDGAR, sec_filing)
View cached copy (2026-08-31)Live source ↗
Quote: “We anticipate that this business segment will begin generating meaningful revenues once the HPC Ellendale Facility becomes operational, which is expected in calendar year 2025.”
How we checked this
Checked on October 10, 2026. The cited source supports every part of this claim.
The filing describes the HPC Ellendale Facility as a 100 MW HPC data center project and states it is expected to become operational in calendar year 2025.
Confirmed in the source:
- The HPC Ellendale Facility is a 100 MW HPC data center project in Ellendale, North Dakota
- The HPC Ellendale Facility is expected to become operational in calendar year 2025
What we did: Read our cached copy of SEC EDGAR (https://www.sec.gov/Archives/edgar/data/1144879/000149315224042927/forms-1a.htm) in full (173,807 characters, retrieved August 31, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Applied Digital S-1/A filed 2024-10-29
Quote: “We anticipate that this business segment will begin generating meaningful revenues once the HPC Ellendale Facility becomes operational, which is expected in calendar year 2025.”
confirms Applied Digital 10-Q filed 2025-04-14
Quote: “secured by the first 100 MW HPC facility in Ellendale, North Dakota (the “Ellendale HPC Facility”)”
confirms Applied Digital S-3 filed 2025-12-05
Quote: “We recently commenced operations at our first HPC data center at our Polaris Forge 1 campus in Ellendale, ND (“Polaris Forge 1”) with 100MW of capacity”
confirms View 10-K
Quote: “Our first HPC data center at the campus, with approximately 100 MW of critical IT load, became operational in October 2025.”