HPC Ellendale facility expected operational date
Company: Applied Digital
What the later record shows
Delivered on time
Passages tie the 100 MW Ellendale HPC facility to the Polaris Forge campus in Ellendale. That facility reached Ready-for-Service on schedule by the January 2026 release, and the 10-K confirms meaningful revenue began once it became operational.
“We are currently building a HPC focused campus comprised of three data centers, which are the first AI focused facilities in our Polaris Forge portfolio, in Ellendale, North Dakota.”
2025-09-20 · ARS View cached copy (2026-09-01)Live source ↗
“Achieved Ready‑for‑Service at Polaris Forge 1, delivering 100 MW on schedule and fully energizing the first building (ELN-02)”
2026-01-06 · applied-digital 8-K exhibit (apldq226earningsrelease.htm) View cached copy (2026-09-22)Live source ↗
“This business segment began generating meaningful revenues once the first HPC building within Polaris Forge 1 became operational in fiscal year 2026.”
2026-07-28 · Applied Digital 10-K filed 2026-07-29 View cached copy (2026-08-30)Live source ↗
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
Anticipates HPC Ellendale facility will begin generating meaningful revenues once operational, expected in calendar year 2025
Source (primary)
Applied Digital 10-K filed 2024-08-30 (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 10-K says the HPC Hosting segment is expected to begin generating meaningful revenues once the HPC Ellendale Facility becomes operational, which is expected in calendar year 2025. The filing attributes the revenue to the business segment rather than to the facility alone, but the substance matches.
Confirmed in the source:
- Applied Digital anticipates meaningful revenues from its HPC Hosting Business once the HPC Ellendale Facility becomes operational
- 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/1144879/000114487924000216/apld-20240531.htm) in full (481,620 characters, retrieved August 31, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Applied Digital 10-K filed 2024-08-30
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-K filed 2026-07-29
Quote: “This business segment began generating meaningful revenues once the first HPC building within Polaris Forge 1 became operational in fiscal year 2026.”
confirms ARS
Quote: “We are currently building a HPC focused campus comprised of three data centers, which are the first AI focused facilities in our Polaris Forge portfolio, in Ellendale, North Dakota.”
confirms applied-digital 8-K exhibit (apldq226earningsrelease.htm)
Quote: “Achieved Ready‑for‑Service at Polaris Forge 1, delivering 100 MW on schedule and fully energizing the first building (ELN-02)”