HPC Ellendale Facility under construction
Company: Applied Digital - Project: Polaris Forge 1
What the later record shows
Delivered late · happened October 31, 2025
The first 100 MW HPC building at Ellendale (Polaris Forge 1, formerly the Ellendale Campus) became operational in October 2025, well after the early calendar 2025 target. P21 says November 2025, but the later 10-K says October; in July 2025 the company was still guiding to the second half of 2025.
“our ability to complete construction of the first 100 MW HPC facility of our 400 MW Ellendale, North Dakota data center campus (“Polaris Forge 1”), formerly known as the Company’s Ellendale Campus”
2025-07-29 · Applied Digital 10-K filed 2025-07-30 View cached copy (2026-08-31)Live source ↗
“remains on track to be ready for service in the second half of 2025”
2025-07-30 · Earnings Release View cached copy (2026-10-08)Live source ↗Archive.org ↗
“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
Company commenced construction of 100 MW HPC datacenter in Ellendale, North Dakota in 2023, expected to become operational in early calendar year 2025
Source (primary)
Applied Digital S-1 filed 2024-05-31 (SEC EDGAR, sec_filing)
View cached copy (2026-08-31)Live source ↗
Quote: “In 2023, we commenced the construction of our first 100 MW HPC datacenter in Ellendale, North Dakota (the "HPC Ellendale Facility"). We plan to continue building this datacenter in 2024... we anticipate that this business segment will begin generating meaningful revenues once the HPC Ellendale Facility becomes operational, which is expected sometime in the early calendar year 2025.”
How we checked this
Checked on October 10, 2026. The cited source supports every part of this claim.
The filing states construction of the 100 MW HPC Ellendale Facility began in 2023 and that it was expected to become operational in early calendar year 2025.
Confirmed in the source:
- Applied Digital commenced construction of its first 100 MW HPC datacenter in 2023
- The HPC datacenter is located in Ellendale, North Dakota
- The HPC Ellendale Facility was expected to become operational sometime in early calendar year 2025
What we did: Read our cached copy of SEC EDGAR (https://www.sec.gov/Archives/edgar/data/1144879/000114487924000143/yorkvilles-1.htm) in full (115,497 characters, retrieved August 31, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Applied Digital S-1 filed 2024-05-31
Quote: “In 2023, we commenced the construction of our first 100 MW HPC datacenter in Ellendale, North Dakota (the "HPC Ellendale Facility"). We plan to continue building this datacenter in 2024... we anticipate that this business segment will begin generating meaningful revenues once the HPC Ellendale Facility becomes operational, which is expected sometime in the early calendar year 2025.”
confirms Applied Digital 10-K filed 2025-07-30
Quote: “our ability to complete construction of the first 100 MW HPC facility of our 400 MW Ellendale, North Dakota data center campus (“Polaris Forge 1”), formerly known as the Company’s Ellendale Campus”
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.”
confirms Earnings Release
Quote: “remains on track to be ready for service in the second half of 2025”