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Ellendale 100 MW HPC facility under construction with late-stage hyperscaler lease discussions

Company: Applied Digital - Project: Polaris Forge 1

Subject kind
facility timeline
Statement date
2026-09-01
Promised amount
100.0 MW
Current status
stated

The claim, verbatim

Applied Digital's first 100 MW HPC facility in Ellendale, North Dakota is under construction and the Company is in late-stage discussions with multiple hyperscalers to finalize a lease agreement

Source (primary)

Earnings Release (IR page (ir.applieddigital.com), earnings_call)
View cached copy (2026-09-01)Live source ↗Archive.org ↗

Quote: “Applied Digital is in late-stage discussions with multiple hyperscalers to finalize a lease agreement for its 100 MW facility, which is currently under construction.”

How we checked this

This claim has not yet been checked assertion-by-assertion against its source. It carries a cited source and quote, but the deeper check has not run. When it does, the result appears here whatever it says.

Additional evidence

confirms Earnings Release

Quote: “Applied Digital is in late-stage discussions with multiple hyperscalers to finalize a lease agreement for its 100 MW facility, which is currently under construction.”

View cached copy (2026-09-01)Live source ↗Archive.org ↗