Applied Digital

Shipping out some Polaris Forge AI Factory LEGO kits today. Not quite the same as building our campuses in the real world, but a small way to imagine the scale our teams deliver every day. $APLD

There’s a level of pressure that comes with building at this scale. Big deals, fixed deadlines, and a race to make power operational. This is what it actually looks like behind the scenes. 🎬 Watch the full episode of Behind the Build: youtu.be/HJOWR-Drh-Q?si…

Big deals, fixed deadlines, and a race to make power operational. Now it all comes down to bringing it online, on time. This exclusive docuseries from Applied Digital takes you inside the race to deliver large-scale AI infrastructure, following what it takes to turn power into operational capacity. Because in the end, power only matters when it becomes operational. 🎬 Watch Episode 1 Now: youtu.be/HJOWR-Drh-Q?si…

You’ve seen the headlines. Now see what it takes. $APLD 🎬 Behind the Build An exclusive docuseries from Applied Digital. Episode 1 premieres Wednesday at 9:00 AM CT. Be there when it goes live: youtube.com/watch?v=HJOWR-…

#NEWS: Applied Digital announces a new U.S. based high investment-grade hyperscaler tenant at Delta Forge 1, a 430 MW AI Factory campus. $APLD This lease represents ~$7.5 billion in total contracted value over a ~15-year term and supports 300 MW of critical IT load. This marks Applied Digital’s second U.S. based investment-grade hyperscaler tenant and expands total contracted revenue to over $23 billion across three AI Factory campuses. Read the full press release: ir.applieddigital.com/news-events/pr…

“We recognized early that the growth of artificial intelligence would create unprecedented demand for compute and power infrastructure…” From Wes Cummins, featured in @IBDinvestors, on building infrastructure that powers the era of intelligence. Read the full article here: investors.com/news/managemen…

How do you keep 100 MW of critical IT online—without interruption? $APLD In Episode 2 of Architects of Acceleration, Applied Digital’s Wayne Watson (VP of Data Center Operations) and Arron Combs (Site Director) take you inside the day-to-day operations behind AI infrastructure at scale—from power delivery and liquid cooling to real-time monitoring and uptime strategy. 📹 Watch the full episode: youtube.com/watch?v=3RZ53R… 📍 Register for Episode 3: brighttalk.com/webcast/20621/…

As March unfolds, progress continues at Polaris Forge 2. Harwood, North Dakota (FAR): 🔷 Building 1 (150 MW Critical IT Load): Underground power, cooling, and water systems are being installed as roofing and site work continue, with the precast structure on track to be substantially complete by the end of April. 🔷 Building 2 (150 MW Critical IT Load): Foundations and underground infrastructure are in progress, with the precast structure scheduled to begin in May. What comes next is already underway at Polaris Forge 2.

An inside look at Polaris Forge 1 this March. In Ellendale, North Dakota (ELN), progress continues across two 150 MW buildings, expanding high-performance AI capacity at scale. $APLD 🔷 Polaris Forge 1-2 (150 MW Critical IT Load): Hot aisle containment and stainless-steel tech water systems are being installed, multiple heat rejection modules have been set, and medium-voltage switchgear commissioning is underway. 🔷 Polaris Forge 1-3 (150 MW Critical IT Load): Foundations are complete, and nearly 2,000 precast panels have been installed, with roofing scheduled to begin next month. From structure to systems, Applied Digital continues advancing purpose-built AI infrastructure on time and on schedule.

How does an AI Factory actually go live? From commissioning and system testing to power, cooling, and security, bringing a 100+ MW AI Factory online requires precision across every detail. Applied Digital COO Laura Laltrello and VP of Design & Engineering Steve Lattimer, moderated by Phil Shih (Structure Research) break down what it really takes to move from construction to Ready for Service. Watch Episode 1 ↓ youtu.be/K1HD3GV_dl8?si…

International Data Center Day isn’t something we celebrate once a year. $APLD At Applied Digital, it’s built into how we operate every single day. We don’t just build AI infrastructure. We invest in the communities that make it possible. Because the future of AI is built both inside the data center and beyond it. Learn more here: applieddigitalcares.com

New York showed up. 🗽 Yesterday at DCD Investment Forum and DCD>Connect, Jason Zhang and Preston Burkhalter spoke on scaling AI infrastructure and building purpose-built AI Factories for the intelligence era. $APLD Today, we’re on the ground continuing the conversation.

Five years ago, Applied Digital set out to create something different. We focused on building — not headlines. Today, that work is operating at scale. 🔷 600 MW of leased critical load. 🔷 $16B+ in contracted revenue. 🔷 Delivered our first 100 MW of critical load at Polaris Forge 1, achieving Ready for Service. Built with purpose. Delivering real impact. To our team, partners, and the communities who believed in what we were building — thank you. This doesn’t happen without you. We’re just getting started. $APLD

We would love to see you at DCD Investment Forum and DCD>Connect New York. Join Jason Zhang, Laura Laltrello, and Preston Burkhalter for conversations on scaling AI infrastructure and building purpose-built AI Factories for the intelligence era. @DatacenterDynamics #AppliedDigital #DCDConnect #AIInfrastructure

Following successful validation on @NVIDIA Grace Blackwell, we’re deploying @PhaidraAI agents across our liquid-cooled fleet. Alongside Phaidra, NVIDIA, and @APLDdigital, we’re setting a new standard for reliability, SLAs, and efficiency in the age of AI. The data: 📉 80% reduction in thermal spikes ⚡️ <10s response time ⚖️ IT/OT convergence at GW scale We’re turning the data center into a single, self-learning unit of compute. Full breakdown here: phaidra.ai/blog/breakthro…

Applied Digital announced $2.15B in financing for Polaris Forge 2. $APLD This financing supports the development of 200 MW of Critical IT load at the Polaris Forge 2 AI Factory campus in Harwood, North Dakota. Another step forward as Applied Digital continues executing across its growing AI Factory development pipeline, delivering projects on time and on schedule. Press Release: ir.applieddigital.com/news-events/pr…

NVIDIA GTC. Booth #137. March 16-19th in San Jose. Let's talk about purpose-built AI Factories. #AIInfrastructure #NVIDIAGTC #AppliedDigital

Over $31 million returned to local community members through electricity credits. Applied Digital’s AI Factory in Ellendale, North Dakota utilizes excess energy from the region’s grid, helping return electricity credits to ratepayers while supporting economic growth across the region. Read the story here: kfyrtv.com/2026/03/06/ell…