Ellendale facility capacity recovery target
Company: Applied Digital - Project: Ellendale
What the later record shows
Delivered; the record does not say when
Ellendale was at ~80 MW (about 44%) on April 28, 2024 and fully restored to 180 MW as of June 28, 2024, so the 65%-75% target was surpassed. No passage says whether 65%-75% was reached by May 31, 2024.
“The Ellendale facility is currently operating at approximately 80 MW and the Company expects to continue to ramp capacity ahead of the schedule”
2024-04-28 · Applied Digital 8-K filed 2024-04-29 View cached copy (2026-08-31)Live source ↗
“As of June 28, 2024, the upgrades to the Ellendale Facility’s equipment were completed, and the Ellendale Facility has been restored to full operating capacity at 180 MW.”
2024-07-01 · Applied Digital 8-K filed 2024-07-02 View cached copy (2026-08-31)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
Targeting to achieve 65%-75% of full capacity at Ellendale facility by end of May 2024
Source (primary)
Earnings Release (IR page (ir.applieddigital.com), earnings_call)
View cached copy (2026-09-01)Live source ↗Archive.org ↗
Quote: “targeting to achieve 65%-75% capacity by the end of May”
How we checked this
Checked on October 10, 2026. The cited source supports every part of this claim.
The release says the Ellendale facility will target approximately 65%-75% of full capacity by the end of May 2024 as new transformers are installed.
Confirmed in the source:
- Applied Digital is targeting 65%-75% of full capacity at its Ellendale facility
- The target date is the end of May 2024
What we did: Read our cached copy of IR page (ir.applieddigital.com) (https://ir.applieddigital.com/news-events/press-releases/detail/94/applied-digital-reports-fiscal-third-quarter-2024-results/) in full (29,598 characters, retrieved September 1, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Earnings Release
Quote: “targeting to achieve 65%-75% capacity by the end of May”
confirms Applied Digital 8-K filed 2024-04-29
Quote: “The Ellendale facility is currently operating at approximately 80 MW and the Company expects to continue to ramp capacity ahead of the schedule”
confirms Applied Digital 8-K filed 2024-07-02
Quote: “As of June 28, 2024, the upgrades to the Ellendale Facility’s equipment were completed, and the Ellendale Facility has been restored to full operating capacity at 180 MW.”