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First 100MW facility at Polaris Forge 1 operational Q4 2025

Company: Applied Digital - Project: Polaris Forge 1

Subject kind
facility timeline
Statement date
2025-07-30
Promised by
2025-12-31
Promised amount
100.0 MW
Current status
verified

What the later record shows

Delivered on time · happened October 31, 2025

The first 100 MW facility at Polaris Forge 1 became operational in October 2025, within Q4 2025, and the company said it was delivered on schedule.

“Achieved Ready‑for‑Service at Polaris Forge 1, delivering 100 MW on schedule and fully energizing the first building (ELN-02)”
2026-01-06 · applied-digital 8-K exhibit (apldq226earningsrelease.htm) View cached copy (2026-09-22)Live source ↗
“The first 100 MW building at Polaris Forge 1 became operational in October 2025.”
2026-10-07 · Earnings Release 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

Applied Digital's first 100 megawatt HPC facility at Polaris Forge 1 in Ellendale, North Dakota is scheduled to be operational in Q4 2025.

Source (primary)

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

Quote: “With the first 100 MW facility scheduled to be operational in Q4 2025”

How we checked this

Checked on October 10, 2026. The cited source supports every part of this claim.

The CEO is quoted saying the first 100 MW facility is scheduled to be operational in Q4 2025. The release identifies it as the first 100 MW HPC facility at Polaris Forge 1 in Ellendale.

Confirmed in the source:

What we did: Read our cached copy of IR page (ir.applieddigital.com) (https://ir.applieddigital.com/news-events/press-releases/detail/126/applied-digital-reports-fiscal-fourth-quarter-and-full-year/) in full (41,830 characters, retrieved September 1, 2026) and checked each assertion in the claim against it.

Additional evidence

confirms Earnings Release

Quote: “With the first 100 MW facility scheduled to be operational in Q4 2025”

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

confirms Earnings Release

Quote: “With the first 100 MW facility scheduled to be operational in Q4 2025, a second 150 MW facility scheduled to come online in mid-2026, and a third 150 MW facility planned for 2027”

View cached copy (2026-09-25)Live source ↗Archive.org ↗

confirms Earnings Release

Quote: “With the first 100 MW facility scheduled to be operational in Q4 2025”

View cached copy (2026-09-29)Live source ↗Archive.org ↗

confirms Earnings Release

Quote: “With the first 100 MW facility scheduled to be operational in Q4 2025”

View cached copy (2026-10-03)Live source ↗Archive.org ↗

confirms Earnings Release

Quote: “With the first 100 MW facility scheduled to be operational in Q4 2025”

View cached copy (2026-10-06)Live source ↗Archive.org ↗

confirms Earnings Release

Quote: “With the first 100 MW facility scheduled to be operational in Q4 2025”

View cached copy (2026-10-08)Live source ↗Archive.org ↗

confirms Earnings Release

Quote: “The first 100 MW building at Polaris Forge 1 became operational in October 2025.”

View cached copy (2026-10-08)Live source ↗

confirms applied-digital 8-K exhibit (apldq226earningsrelease.htm)

Quote: “Achieved Ready‑for‑Service at Polaris Forge 1, delivering 100 MW on schedule and fully energizing the first building (ELN-02)”

View cached copy (2026-09-22)Live source ↗

Record of changes

September 2, 2026 — stated
Automated extraction from the cited source. Recorded automatically from the cited source when it was published, then queued for evidence review.
September 3, 2026 — delayed
Automated extraction from the cited source. Recorded automatically from the cited source when it was published, then queued for evidence review.
October 9, 2026 — outcome unconfirmed
Automated extraction from the cited source. Recorded automatically from the cited source when it was published, then queued for evidence review.
October 9, 2026 — outcome unconfirmed
Review. statement_date 2026-09-01 was the source's retrieval date; source published 2025-07-30.
October 9, 2026 — verified
Automated extraction from the cited source. Recorded automatically from the cited source when it was published, then queued for evidence review.