jain.com
The Analysis · Companies · People · Methodology

Ellendale data center fully leased

Company: Applied Digital - Project: Polaris Forge 1

Subject kind
facility capacity
Statement date
2026-01-07
Promised amount
400.0 MW
Current status
stated

The claim, verbatim

Full capacity of 400MW high performance computing data center in Ellendale, North Dakota leased to hyperscaler tenant, with revenue recognition begun

Source (primary)

Applied Digital 8-K filed 2026-01-08 (SEC EDGAR, sec_filing)
View cached copy (2026-08-31)Live source ↗

Quote: “leasing the full capacity of its first 400MW high performance computing (HPC) data center in Ellendale, North Dakota to a hyperscaler tenant”

How we checked this

Attempted on September 16, 2026. We could not read enough of the cited source to check this claim.

The verification run did not return a result for this claim (claude -p exit 1: b'').

What we did: Read our cached copy of SEC EDGAR (https://www.sec.gov/Archives/edgar/data/1144879/000149315226000974/form8-k.htm) in full (15,873 characters, retrieved August 31, 2026) and checked each assertion in the claim against it.

Additional evidence

confirms Applied Digital 8-K filed 2026-01-08

Quote: “leasing the full capacity of its first 400MW high performance computing (HPC) data center in Ellendale, North Dakota to a hyperscaler tenant”

View cached copy (2026-08-31)Live source ↗