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Polaris Forge 1 first phase 100 MW operational

Company: Applied Digital - Project: Polaris Forge 1

Subject kind
facility capacity
Statement date
2025-09-21
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 building became operational in October 2025 (some filings say November 2025). Both dates are within Q4 2025.

“The first lease is for the full capacity of Building 2, our 100 MW data center, which was completed and became operational in November 2025.”
2026-01-07 · Applied Digital 10-Q filed 2026-01-08 View cached copy (2026-08-31)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

First 100-megawatt facility at Polaris Forge 1 will be operational in Q4 2025

Source (primary)

Applied Digital DEF 14A filed 2025-09-22 (SEC EDGAR, sec_filing)
View cached copy (2026-08-31)Live source ↗

Quote: “will see its first 100-megawatt facility operational in Q4 2025”

How we checked this

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

The CEO's letter in the proxy statement says Polaris Forge 1 'will see its first 100-megawatt facility operational in Q4 2025.' Note this is a forward-looking projection by the company as of September 2025, not confirmation that it actually became operational.

Confirmed in the source:

What we did: Read our cached copy of SEC EDGAR (https://www.sec.gov/Archives/edgar/data/1144879/000149315225014495/formdef14a.htm) in full (214,994 characters, retrieved August 31, 2026) and checked each assertion in the claim against it.

Additional evidence

confirms Applied Digital DEF 14A filed 2025-09-22

Quote: “will see its first 100-megawatt facility operational in Q4 2025”

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

confirms Applied Digital 10-Q filed 2026-01-08

Quote: “The first lease is for the full capacity of Building 2, our 100 MW data center, which was completed and became operational in November 2025.”

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

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 ↗

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.