Ellendale customer capacity agreement
Company: Applied Digital - Project: Polaris Forge 1
The claim, verbatim
Signed conditional agreement to provide datacenter capacity at Ellendale, North Dakota campus, subject to finalization of definitive lease documents.
Source (primary)
Earnings Release (IR page (ir.applieddigital.com), earnings_call)
View cached copy (2026-09-01)Live source ↗Archive.org ↗
Quote: “The Company announced today it has signed a conditional agreement to provide datacenter capacity at its Ellendale, North Dakota campus, subject to finalization of definitive lease documents”
How we checked this
Checked on October 10, 2026. The cited source supports every part of this claim.
The release announces this conditional agreement in exactly these terms.
Confirmed in the source:
- Applied Digital signed a conditional agreement to provide datacenter capacity
- The capacity is at its Ellendale, North Dakota campus
- The agreement is subject to finalization of definitive lease documents
What we did: Read our cached copy of IR page (ir.applieddigital.com) (https://ir.applieddigital.com/news-events/press-releases/detail/81/applied-digital-reports-fiscal-second-quarter-2024-results/) in full (25,951 characters, retrieved September 1, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Earnings Release
Quote: “The Company announced today it has signed a conditional agreement to provide datacenter capacity at its Ellendale, North Dakota campus, subject to finalization of definitive lease documents”