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HPC Hosting - 150 MW facility scheduled mid-2026

Company: Applied Digital - Project: Polaris Forge 1

Subject kind
facility timeline
Statement date
2025-10-09
Promised by
2026-06-30
Promised amount
150.0 MW
Current status
verified

What the later record shows

Delivered late · happened October 1, 2026

The second 150 MW facility at Polaris Forge 1 became fully live on October 1, 2026, with its first 75 MW phase on July 1. Both dates are after mid-2026.

“A second data center, expected to provide an additional 150 MW, is partially operational”
2026-07-29 · View 10-K View cached copy (2026-09-01)Live source ↗Archive.org ↗
“Building 2 (150 MW) was delivered in two 75 MW phases, the first on July 1, 2026 and the second on October 1 subsequent to quarter end”
2026-10-07 · EX-99.1 View cached copy (2026-10-08)Live source ↗Archive.org ↗

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

Second 150 MW facility scheduled for mid-2026

Source (primary)

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

Quote: “Our second 150 MW facility is scheduled for mid-2026, followed by our third 150 MW facility planned for 2027.”

How we checked this

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

The HPC Hosting Update states the mid-2026 schedule for the second 150 MW facility.

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/131/applied-digital-reports-fiscal-first-quarter-2026-results/) in full (34,764 characters, retrieved September 1, 2026) and checked each assertion in the claim against it.

Additional evidence

confirms Earnings Release

Quote: “Our second 150 MW facility is scheduled for mid-2026, followed by our third 150 MW facility planned for 2027.”

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

confirms View 10-K

Quote: “A second data center, expected to provide an additional 150 MW, is partially operational”

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

confirms EX-99.1

Quote: “Building 2 (150 MW) was delivered in two 75 MW phases, the first on July 1, 2026 and the second on October 1 subsequent to quarter end”

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

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 — verified
Automated extraction from the cited source. Recorded automatically from the cited source when it was published, then queued for evidence review.