Polaris Forge 1 Building 2 delivery in 2H 2026
Company: Applied Digital - Project: Polaris Forge 1
What the later record shows
Delivered on time · happened October 1, 2026
Building 2 (150 MW) was fully delivered when its second 75 MW phase reached Ready for Service on October 1, 2026, which falls within the promised 2H 2026 window. The 2026-07-01 promised-by field appears to reflect the start of that window, not a deadline.
“Building 2 (150 MW) was delivered in two 75 MW phases, the first on July 1, 2026 and the second on October 1 subsequent to quarter end”
2026-10-07 · Earnings Release View cached copy (2026-10-08)Live source ↗
“reached its full 150MW of capacity as of the date of filing of this Form 10-Q”
2026-10-07 · View PDF View cached copy (2026-10-08)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
Polaris Forge 1 Building 2 (150 MW) is expected to deliver in the second half of 2026
Source (primary)
applied-digital 8-K exhibit (apld_invxinvestorpresent.htm) (SEC EDGAR (8-K Ex), press_release)
View cached copy (2026-09-09)Live source ↗
Quote: “PF1 BUILDING 2 – 150 MW ... Calendar – 2H 2026”
How we checked this
Checked on October 10, 2026. The cited source supports every part of this claim.
The presentation lists PF1 Building 2 at 150 MW with a pending calendar 2H 2026 delivery date, and Building 3 at 1H 2027.
Confirmed in the source:
- Polaris Forge 1 Building 2 has a capacity of 150 MW
- Polaris Forge 1 Building 2 is expected to be delivered in calendar 2H 2026
What we did: Read our cached copy of SEC EDGAR (8-K Ex) (https://www.sec.gov/Archives/edgar/data/1144879/000114487926000036/apld_invxinvestorpresent.htm) in full (35,389 characters, retrieved September 9, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms applied-digital 8-K exhibit (apld_invxinvestorpresent.htm)
Quote: “PF1 BUILDING 2 – 150 MW ... Calendar – 2H 2026”
confirms Earnings Release
Quote: “Building 2 (150 MW) was delivered in two 75 MW phases, the first on July 1, 2026 and the second on October 1 subsequent to quarter end”
confirms View PDF
Quote: “reached its full 150MW of capacity as of the date of filing of this Form 10-Q”