Polaris Forge 2 buildings delivery in 2H 2026 to 1H 2027
Company: Applied Digital - Project: Polaris Forge 2
What the later record shows
Outcome not yet confirmed
As of October 2026 both Polaris Forge 2 buildings were still under construction, with the company still targeting initial ready-for-service in 2H 2026 and full capacity in early 2027. Since the 2H26-1H27 window is still open, nothing has been delivered or shown to have slipped yet.
“Our two buildings at our Polaris Forge 2 campus, with an aggregate 300MW of capacity, are currently under construction.”
2026-10-07 · View PDF View cached copy (2026-10-08)Live source ↗
“We anticipate reaching initial ready for service in the second half of calendar year 2026 and full capacity in early calendar year 2027.”
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 2 buildings (200 MW) are expected to deliver between 2H 2026 and 1H 2027
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: “2H26-1H27 Expected Delivery Dates”
How we checked this
Checked on October 10, 2026. The cited source supports every part of this claim.
The PF2 overview slide shows 200 MW contracted under two leases and lists '2H26-1H27 Expected Delivery Dates' on a calendar-year basis. Separate slides show 300 MW under construction at the site, but the contracted 200 MW figure matches the claim.
Confirmed in the source:
- Polaris Forge 2 has 200 MW of contracted critical IT load across two buildings
- Polaris Forge 2 has expected delivery dates of 2H 2026 to 1H 2027
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: “2H26-1H27 Expected Delivery Dates”