Two additional HPC buildings in design phase adding 300 MW at Ellendale
Company: Applied Digital - Project: Polaris Forge 1
The claim, verbatim
The company is in the design phase for two additional buildings at Ellendale that will provide 300 MW of additional capacity, increasing total Ellendale capacity to 400 MW.
Source (primary)
Earnings Release (IR page (ir.applieddigital.com), earnings_call)
View cached copy (2026-09-01)Live source ↗Archive.org ↗
Quote: “Furthermore, we are in the design phase for two additional buildings at this location, which will increase the total capacity to 400 MW. Beyond this, we plan to bring an additional 300 MW online through two additional buildings, which are in the design stage, ultimately increasing Ellendale's total HPC capacity to 400 MW.”
How we checked this
Checked on October 10, 2026. The cited source supports every part of this claim.
The release states twice that two additional buildings in design at Ellendale would add 300 MW and bring total capacity there to 400 MW.
Confirmed in the source:
- Applied Digital is in the design phase for two additional buildings at Ellendale
- The two buildings would add 300 MW of capacity
- Total Ellendale HPC capacity would increase to 400 MW
What we did: Read our cached copy of IR page (ir.applieddigital.com) (https://ir.applieddigital.com/news-events/press-releases/detail/109/applied-digital-reports-fiscal-first-quarter-2025-results/) in full (29,046 characters, retrieved September 1, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Earnings Release
Quote: “Furthermore, we are in the design phase for two additional buildings at this location, which will increase the total capacity to 400 MW. Beyond this, we plan to bring an additional 300 MW online through two additional buildings, which are in the design stage, ultimately increasing Ellendale's total HPC capacity to 400 MW.”
confirms Earnings Release
Quote: “we are already working on the design of our next two buildings, which will provide an additional 300 MW of capacity at our Ellendale HPC Campus.”