{ "schema_version": 1, "source_compilation_context": { "al": { "attribution": { "inventory": { "name": "Compute Atlas", "creator": "Edward Kubiak", "url": "https://www.compute-atlas.com/api", "license": "CC BY 4.0", "license_url": "https://creativecommons.org/licenses/by/4.0/", "snapshot_url": "https://www.compute-atlas.com/api/facilities", "retrieved": "2026-10-14", "sha256": "79ad432dab7c128e428234c9d0dd40933114b415a4a5d697db00095637d50f37", "changes": "Added provenance, publication-date distinctions, display-safe wording, quarantine flags and state partitioning. Original source records retained locally." }, "counties": "U.S. Census Bureau county boundaries (public domain)", "research": "Field-specific source context. 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See the linked source and limits on each record." }, "source_data_url": "https://datacentersatlas.com/data/ia.json", "updated": "2026-10-24" }, "la": { "attribution": { "inventory": { "name": "Compute Atlas", "creator": "Edward Kubiak", "url": "https://www.compute-atlas.com/api", "license": "CC BY 4.0", "license_url": "https://creativecommons.org/licenses/by/4.0/", "snapshot_url": "https://www.compute-atlas.com/api/facilities", "retrieved": "2026-10-14", "sha256": "79ad432dab7c128e428234c9d0dd40933114b415a4a5d697db00095637d50f37", "changes": "Added provenance, publication-date distinctions, display-safe wording, quarantine flags and state partitioning. Original source records retained locally." }, "counties": "U.S. Census Bureau county boundaries (public domain)", "research": "Field-specific source context. See the linked source and limits on each record." }, "source_data_url": "https://datacentersatlas.com/data/la.json", "updated": "2026-10-25" }, "nd": { "attribution": { "inventory": { "name": "Compute Atlas", "creator": "Edward Kubiak", "url": "https://www.compute-atlas.com/api", "license": "CC BY 4.0", "license_url": "https://creativecommons.org/licenses/by/4.0/", "snapshot_url": "https://www.compute-atlas.com/api/facilities", "retrieved": "2026-10-14", "sha256": "79ad432dab7c128e428234c9d0dd40933114b415a4a5d697db00095637d50f37", "changes": "Added provenance, publication-date distinctions, display-safe wording, quarantine flags and state partitioning. Original source records retained locally." }, "counties": "U.S. Census Bureau county boundaries (public domain)", "research": "Field-specific source context. See the linked source and limits on each record." }, "source_data_url": "https://datacentersatlas.com/data/nd.json", "updated": "2026-10-24" }, "sd": { "attribution": { "inventory": { "name": "Compute Atlas", "creator": "Edward Kubiak", "url": "https://www.compute-atlas.com/api", "license": "CC BY 4.0", "license_url": "https://creativecommons.org/licenses/by/4.0/", "snapshot_url": "https://www.compute-atlas.com/api/facilities", "retrieved": "2026-10-14", "sha256": "79ad432dab7c128e428234c9d0dd40933114b415a4a5d697db00095637d50f37", "changes": "Added provenance, publication-date distinctions, display-safe wording, quarantine flags and state partitioning. Original source records retained locally." }, "counties": "U.S. Census Bureau county boundaries (public domain)", "research": "Field-specific source context. See the linked source and limits on each record." }, "source_data_url": "https://datacentersatlas.com/data/sd.json", "updated": "2026-10-24" } }, "scope": "Linked company names and sourced roles retain their separate meaning in each record. Research records retain their sources, dates and location limits. Counts are not a census of operating buildings. Company name links alone do not establish ownership or operation.", "collection": { "kind": "companies", "key": "applied-digital", "label": "Applied Digital" }, "records": [ { "id": "applied-digital-adair-ia", "state": "ia", "kind": "facility", "name": "Applied Digital Adair County Data Center", "group": "unknown", "status": "Status unclear", "raw_status": "", "status_field": "", "crypto": false, "type": "Data center (inventory classification)", "counties": [ "Adair" ], "city": "Adair", "address": "", "who": "", "end_user": "", "mw": null, "power": "", "power_note": "", "investment": "", "jobs": "", "acres": null, "utility": "", "water": "", "incentives": "", "note": "Manual source context is available for this inherited inventory record. The inventory label and approximate geography are retained for discovery. This is not certification of current operation, ownership, a separate physical building, technical capacity or a precise parcel. Missing fields remain unknown. Named original operator, government announcement or original reported project context.. Mandy Billings, Western Iowa Today, April10,2024 original board report identifies Applied Digital proposal near Adair. Board scheduled April24 hearing on a DRAFT SETBACK ORDINANCE, not a project approval or adopted moratorium. Original ordinance/minutes and later outcome unread. 40-70 jobs and summer/fall2024 construction were forecasts. A resident feared a70ft wall; this is not an adopted building height or measured construction. No MW, exact parcel, current construction or operating outcome established. Embedded audio was not played. Plans, historical dates, measurement basis and permit stage remain scoped; not current operation or all-field certification.", "date": "", "events": [ [ "2024-04-24", "Adair County held its public hearing and first reading on proposed Ordinance 40 April 24, 2024. The minutes record a failed motion to abandon it and approval of amendments and a later reading, rather than final ordinance enactment or individual data center construction approval." ] ], "timeline": [], "opened": "", "tier": "", "sources": [ { "url": "https://westerniowatoday.com/2024/04/10/adair-county-supervisors-discuss-proposed-data-center-and-set-public-hearing-on-an-ordinance-creating-setbacks/", "host": "westerniowatoday.com", "date": "", "published": "", "checked": "2026-10-15", "date_kind": "publication date not established", "label": "Reviewed source" }, { "url": "https://adaircounty.iowa.gov/files/meetings/2024-04-02_minutes_4647.pdf", "host": "adaircounty.iowa.gov", "published": "", "date": "", "checked": "2026-10-23", "label": "Reviewed government record" }, { "url": "https://adaircounty.iowa.gov/files/meetings/2024-04-24_minutes_5812.pdf", "host": "adaircounty.iowa.gov", "published": "", "date": "", "checked": "2026-10-23", "label": "Reviewed government record" } ], "loc": { "lat": 41.33074, "lng": -94.47087, "precision": "county", "basis": "Shown at county level only. The dot is placed inside the county for the map and is not the site, its address or a parcel." }, "reviewed_evidence": [ { "overlay": "national-original-proposals-and-pollutant-correction-round75-2026-10-15.json", "scope": "Named original operator, government announcement or original reported project context.", "fields": {}, "notes": [ "Mandy Billings, Western Iowa Today, April10,2024 original board report identifies Applied Digital proposal near Adair. Board scheduled April24 hearing on a DRAFT SETBACK ORDINANCE, not a project approval or adopted moratorium. Original ordinance/minutes and later outcome unread.", "40-70 jobs and summer/fall2024 construction were forecasts. A resident feared a70ft wall; this is not an adopted building height or measured construction. No MW, exact parcel, current construction or operating outcome established. Embedded audio was not played.", "Plans, historical dates, measurement basis and permit stage remain scoped; not current operation or all-field certification." ], "sources": [ { "url": "https://westerniowatoday.com/2024/04/10/adair-county-supervisors-discuss-proposed-data-center-and-set-public-hearing-on-an-ordinance-creating-setbacks/", "host": "westerniowatoday.com", "date": "", "published": "", "checked": "2026-10-15", "date_kind": "publication date not established", "label": "Reviewed source" } ], "whole_record_certified": false }, { "overlay": "encore-2026-10-17-batch2", "scope": "Limited source identity and stage review; not whole-record certification, parcel verification or a physical-site census.", "fields": { "current_stage_evidence": { "outcome": "unresolved", "scope": "The April 2024 article describes a proposed Applied Digital project and a future ordinance hearing. It does not establish adopted setbacks, a site permit, a construction start or October 2026 operation. Audio was not reviewed, and forecast jobs are not actual employment. Current stage remains unresolved." } }, "notes": [ "The April 2024 article describes a proposed Applied Digital project and a future ordinance hearing. It does not establish adopted setbacks, a site permit, a construction start or October 2026 operation. Audio was not reviewed, and forecast jobs are not actual employment. Current stage remains unresolved." ], "sources": [ { "url": "https://westerniowatoday.com/2024/04/10/adair-county-supervisors-discuss-proposed-data-center-and-set-public-hearing-on-an-ordinance-creating-setbacks/", "host": "westerniowatoday.com", "published": "", "date": "", "checked": "2026-10-17", "label": "Reviewed source context" } ], "checked": "2026-10-17", "whole_record_certified": false }, { "overlay": "Codex 3 research cohort 36", "scope": "The April 2 and April 24, 2024 original County minutes identify Applied Digital exploratory plans and a public hearing on proposed Ordinance 40. The motion to abandon the ordinance failed, and the Board approved changes and another reading, rather than enacting a final ordinance or approving construction at that meeting. Historical company forecasts, benefits and a proposed grandfather clause do not establish current 2026 project phase, present law, commissioning or vested rights. Current exact physical phase remains unclear.", "fields": { "current_stage_evidence": { "outcome": "historic_named_exploration_and_ordinance_reading_not_current_construction_or_final_law", "scope": "The April 2 and April 24, 2024 original County minutes identify Applied Digital exploratory plans and a public hearing on proposed Ordinance 40. The motion to abandon the ordinance failed, and the Board approved changes and another reading, rather than enacting a final ordinance or approving construction at that meeting. Historical company forecasts, benefits and a proposed grandfather clause do not establish current 2026 project phase, present law, commissioning or vested rights. Current exact physical phase remains unclear." } }, "notes": [ "The April 2 and April 24, 2024 original County minutes identify Applied Digital exploratory plans and a public hearing on proposed Ordinance 40. The motion to abandon the ordinance failed, and the Board approved changes and another reading, rather than enacting a final ordinance or approving construction at that meeting. Historical company forecasts, benefits and a proposed grandfather clause do not establish current 2026 project phase, present law, commissioning or vested rights. Current exact physical phase remains unclear.", "The review preserves existing identity, roles, locations, jurisdictions, quantities and physical opening fields. Source publication, checked dates and physical milestones remain distinct." ], "sources": [ { "url": "https://adaircounty.iowa.gov/files/meetings/2024-04-02_minutes_4647.pdf", "host": "adaircounty.iowa.gov", "published": "", "date": "", "checked": "2026-10-23", "label": "Reviewed government record" }, { "url": "https://adaircounty.iowa.gov/files/meetings/2024-04-24_minutes_5812.pdf", "host": "adaircounty.iowa.gov", "published": "", "date": "", "checked": "2026-10-23", "label": "Reviewed government record" } ], "checked": "2026-10-23", "whole_record_certified": false } ], "manual_source_reviewed": true, "whole_record_certified": false, "field_evidence_present": false, "inventory_label_retained": true, "precision_label": "Exact site not published; shown at county level", "summary": "Adair · Adair · Source context reviewed", "event_evidence": [ { "date": "2024-04-24", "text": "Adair County held its public hearing and first reading on proposed Ordinance 40 April 24, 2024. The minutes record a failed motion to abandon it and approval of amendments and a later reading, rather than final ordinance enactment or individual data center construction approval.", "kind": "hearing", "sources": [ { "url": "https://adaircounty.iowa.gov/files/meetings/2024-04-24_minutes_5812.pdf", "host": "adaircounty.iowa.gov", "published": "", "date": "", "checked": "2026-10-23", "label": "Reviewed government record" } ] } ], "location_display": { "policy": "reviewed-map-references-2026-10-23", "decision": "withheld_unreviewed_point", "scope": "The available point evidence does not establish a supported site location. No site pin, nearby distance or aerial destination is published. The original coordinate and its provenance remain in research history.", "county_display": "19001" } }, { "id": "applied-digital-delta-forge-1-la", "state": "la", "kind": "facility", "name": "Applied Digital Delta Forge 1 AI Factory Campus", "group": "building", "status": "Under construction", "raw_status": "under construction", "status_field": "current_status", "crypto": false, "type": "Data center (inventory classification)", "counties": [ "Rapides" ], "city": "Boyce", "address": "", "who": "Applied Digital", "end_user": "", "mw": null, "power": "", "power_note": "", "investment": "", "jobs": "", "acres": null, "utility": "", "water": "", "incentives": "", "note": "Manual source context is available for this inherited inventory record. The inventory label and approximate geography are retained for discovery. This is not certification of current operation, ownership, a separate physical building, technical capacity or a precise parcel. Missing fields remain unknown. named government source. 418 is direct plus218indirect, not418onsite permanent jobs. Forecast not completed build or current consumption. 300MW is explicitly criticalIT combined initial two buildings, not300each. Sales/use exemption qualification has no dollar award quantified here. Closed loop does not prove zero total water. Fields can apply to shared campus, regional or historical context; consult source review before assigning to a building. Issuer reports; readiness is not metered grid demand.. Do not merge Ellendale crypto with Polaris AI capacity. Planned generation is not IT load. Finland potential excluded from U.S. inventory. Tenant identity stays confidential where not disclosed. Issuer Form10Q Business Update, printed page 42; named-campus construction statement. Issuer-reported stage, not independent inspection. Delivery forecasts are not energization; no IT load, spending or geography upgraded. Displayed status uses the explicitly reviewed current status field; it is a source statement, not a physical inspection.", "date": "", "events": [], "timeline": [], "opened": "", "tier": "", "sources": [ { "url": "https://www.opportunitylouisiana.gov/news/central-louisiana-secures-3-6-billion-applied-digital-ai-factory-campus", "host": "opportunitylouisiana.gov", "date": "2026-05-26", "published": "2026-05-26", "checked": "2026-10-14", "date_kind": "publication", "label": "Reviewed source" }, { "url": "https://ir.applieddigital.com/news-events/press-releases/detail/163/applied-digital-reports-fiscal-first-quarter-2027-results", "host": "ir.applieddigital.com", "date": "2026-10-07", "published": "2026-10-07", "checked": "2026-10-14", "date_kind": "publication", "label": "Reviewed source" }, { "url": "https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000059/apld-20260831.htm", "host": "ir.applieddigital.com", "date": "", "published": "", "checked": "2026-10-15", "date_kind": "publication date not established", "label": "Reviewed source" }, { "url": "https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000048/apld-20260531.htm", "host": "ir.applieddigital.com", "published": "", "date": "", "checked": "2026-10-17", "label": "Applied Digital reviewed source" } ], "loc": { "lat": 31.19849, "lng": -92.53323, "precision": "county", "basis": "Shown at county level only. The dot is placed inside the county for the map and is not the site, its address or a parcel." }, "reviewed_evidence": [ { "overlay": "government-primary-review-round7-2026-10-14.json", "scope": "named government source", "fields": { "development_announcement_date": "2026-05-26", "planned_investment_usd": 3600000000, "planned_initial_critical_it_mw": 300, "planned_initial_buildings": 2, "campus_acres_approx": 300, "site_development_start_month": "2026-01", "initial_operations_target": "mid2027", "expected_direct_full_time_onsite_jobs": 200, "expected_indirect_jobs": 218, "peak_construction_jobs_min_exclusive": 1000, "government_reported_equipment_sales_use_exemption_qualification": true }, "notes": [ "418 is direct plus218indirect, not418onsite permanent jobs. Forecast not completed build or current consumption. 300MW is explicitly criticalIT combined initial two buildings, not300each. Sales/use exemption qualification has no dollar award quantified here. Closed loop does not prove zero total water.", "Fields can apply to shared campus, regional or historical context; consult source review before assigning to a building." ], "sources": [ { "url": "https://www.opportunitylouisiana.gov/news/central-louisiana-secures-3-6-billion-applied-digital-ai-factory-campus", "host": "opportunitylouisiana.gov", "date": "2026-05-26", "published": "2026-05-26", "checked": "2026-10-14", "date_kind": "publication", "label": "Reviewed source" } ], "whole_record_certified": false }, { "overlay": "regional-development-review-round22-2026-10-14.json", "scope": "Issuer reports; readiness is not metered grid demand.", "fields": { "announcement_date": "2026-10-07", "fiscal_quarter_ended": "2026-08-31", "polaris_forge_1_reported_ready_for_service_date": "2026-10-01", "polaris_forge_1_reported_operational_critical_it_mw": 250, "other_named_ai_campuses_reported_stage": "Various construction stages", "jamestown_crypto_facility_mw_as_of_quarter_end": 106, "separate_ellendale_legacy_crypto_facility_mw_as_of_quarter_end": 180, "north_dakota_ai_delivered_total_end_2026_forecast_mw": 300, "potential_base_electron_generation_mw": 1200 }, "notes": [ "Do not merge Ellendale crypto with Polaris AI capacity. Planned generation is not IT load. Finland potential excluded from U.S. inventory. Tenant identity stays confidential where not disclosed.", "Fields can apply to shared campus, regional or historical context; consult source review before assigning to a building." ], "sources": [ { "url": "https://ir.applieddigital.com/news-events/press-releases/detail/163/applied-digital-reports-fiscal-first-quarter-2027-results", "host": "ir.applieddigital.com", "date": "2026-10-07", "published": "2026-10-07", "checked": "2026-10-14", "date_kind": "publication", "label": "Reviewed source" } ], "whole_record_certified": false }, { "overlay": "Atlas targeted primary-source follow-up", "scope": "Issuer Form10Q Business Update, printed page 42; named-campus construction statement", "fields": { "current_status": "under construction", "status_basis": "Delta Forge 1 is explicitly described as under construction.", "status_as_of": "2026-10-07", "report_period_ended": "2026-08-31" }, "notes": [ "Issuer-reported stage, not independent inspection. Delivery forecasts are not energization; no IT load, spending or geography upgraded." ], "sources": [ { "url": "https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000059/apld-20260831.htm", "host": "ir.applieddigital.com", "date": "", "published": "", "checked": "2026-10-15", "date_kind": "publication date not established", "label": "Reviewed source" } ], "checked": "2026-10-15", "capture_sha256": "13de68ee1d34a5e8ababd5a28bdbdb9a6b5a6e1486988adf3804a7f522b7bd40", "events": [], "whole_record_certified": false }, { "overlay": "overnight-discovery-2026-10-17", "scope": "Source-scoped official discovery and annual-filing comparison; research-context associations do not certify distinct physical sites or current whole-campus activity.", "fields": { "issuer_annual_property_context": { "issuer": "Applied Digital", "reporting_period": "2026-05-31", "source_name": "Delta Forge 1", "scope": "Named annual-filing campus/location context only. Mixed operating and future phases stay separate; no current-stage or inherited town/state certification." } }, "notes": [ "No status, address, map point, jurisdiction, operating date or technical quantity is promoted in this review. Annual filings retain their reporting periods; a fresh retrieval is not a fresh physical-site certification." ], "sources": [ { "url": "https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000048/apld-20260531.htm", "host": "ir.applieddigital.com", "published": "", "date": "", "checked": "2026-10-17", "label": "Applied Digital reviewed source" } ], "checked": "2026-10-17", "whole_record_certified": false }, { "overlay": "Company role source check 30, October 23, 2026", "scope": "Applied Digital identifies the same uniquely named Delta Forge 1 campus in its data center development business in its Form 10-Q for the period ending August 31, 2026. This records the provider brand relationship only, without legal title, sole control, tenant identity or a distinct corporate entity finding. No new status, dates, quantities, address, point, county, component or physical milestone is promoted. The reporting period is not a publication date; the exact filing publication date remains unknown in this review.", "fields": { "company_association": { "name": "Applied Digital", "role": "developer", "identity_scope": "provider_brand_only", "scope": "Applied Digital identifies the same uniquely named Delta Forge 1 campus in its data center development business in its Form 10-Q for the period ending August 31, 2026. This records the provider brand relationship only, without legal title, sole control, tenant identity or a distinct corporate entity finding. No new status, dates, quantities, address, point, county, component or physical milestone is promoted. The reporting period is not a publication date; the exact filing publication date remains unknown in this review." }, "provider_role": "developer" }, "notes": [ "Applied Digital identifies the same uniquely named Delta Forge 1 campus in its data center development business in its Form 10-Q for the period ending August 31, 2026. This records the provider brand relationship only, without legal title, sole control, tenant identity or a distinct corporate entity finding. No new status, dates, quantities, address, point, county, component or physical milestone is promoted. The reporting period is not a publication date; the exact filing publication date remains unknown in this review." ], "sources": [ { "url": "https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000059/apld-20260831.htm", "host": "ir.applieddigital.com", "published": "", "date": "", "checked": "2026-10-23", "label": "Reviewed government record" } ], "checked": "2026-10-23", "whole_record_certified": false } ], "manual_source_reviewed": true, "whole_record_certified": false, "field_evidence_present": true, "inventory_label_retained": true, "precision_label": "Exact site not published; shown at county level", "summary": "Boyce · Rapides · Source context reviewed", "location_display": { "policy": "reviewed-map-references-2026-10-23", "decision": "withheld_unreviewed_point", "scope": "The available point evidence does not establish a supported site location. No site pin, nearby distance or aerial destination is published. The original coordinate and its provenance remain in research history.", "county_display": "22079" } }, { "id": "applied-digital-delta-forge-2-brookwood-al", "state": "al", "kind": "facility", "name": "Applied Digital Delta Forge 2 (Brookwood AI Factory Campus)", "group": "building", "status": "Under construction", "raw_status": "under construction", "status_field": "current_status", "crypto": false, "type": "Data center (inventory classification)", "counties": [ "Tuscaloosa" ], "city": "Brookwood", "address": "", "who": "Applied Digital", "end_user": "", "mw": null, "power": "", "power_note": "", "investment": "", "jobs": "", "acres": null, "utility": "", "water": "", "incentives": "", "note": "Manual source context is available for this inherited inventory record. The inventory label and approximate geography are retained for discovery. This is not certification of current operation, ownership, a separate physical building, technical capacity or a precise parcel. Missing fields remain unknown. Named-site excerpt/source review; historical or proposed claims remain attributed. No entire-record certification.. Source says county commission and city votes still ahead. Do not label every approval final; combined developer/tenant investment, tax abatements and community payments are distinct. Original executed approvals, current operator disclosures and subsequent decisions take precedence. Fields can apply to shared campus, regional or historical context; consult source review before assigning to a building. Issuer announcement republished by telecom newswire, with planned quantities.. Commitments are not payments or expenditures. Building/site/campus area and corporate portfolio totals must not be combined. Tenant remains unnamed. Company report of lease, not original confidential instrument.. Revenue is not capex. June forecast is historical; September announcement uses broader 2028 window. Option revenue conditional, not guaranteed. No tenant identity reconstructed. Issuer reports; readiness is not metered grid demand.. Do not merge Ellendale crypto with Polaris AI capacity. Planned generation is not IT load. Finland potential excluded from U.S. inventory. Tenant identity stays confidential where not disclosed. Reporter account of operator presentation, not observed water use or signed permit.. Initial fill is not daily consumption; annual ongoing use is not daily. October 7 issuer construction-stage statement is later but does not prove all approvals completed. Proposed conservation and no-rate-impact claims not independently verified. Public index and short banner used for discovery, not independent site verification.. Linked issuer June 8 and October 7 releases are separately reviewed. Bare insight page/banner alone is not a full project status record. Issuer Form10Q Business Update, printed page 42; named-campus construction statement. Issuer-reported stage, not independent inspection. Delivery forecasts are not energization; no IT load, spending or geography upgraded. Displayed status uses the explicitly reviewed current status field; it is a source statement, not a physical inspection.", "date": "", "events": [], "timeline": [], "opened": "", "tier": "", "sources": [ { "url": "https://tuscaloosathread.com/3-billion-dollar-data-center-brookwood/", "host": "tuscaloosathread.com", "date": "2026-09-24", "published": "2026-09-24", "checked": "2026-10-14", "date_kind": "publication", "label": "Reviewed source" }, { "url": "https://newswire.telecomramblings.com/2026/09/applied-digital-announces-brookwood-tuscaloosa-county-alabama-as-home-of-3-2-billion-ai-factory-campus-investment/", "host": "newswire.telecomramblings.com", "date": "2026-09-24", "published": "2026-09-24", "checked": "2026-10-14", "date_kind": "publication", "label": "Reviewed source" }, { "url": "https://ir.applieddigital.com/news-events/press-releases/detail/154/applied-digital-signs-210-mw-lease-at-delta-forge-2", "host": "ir.applieddigital.com", "date": "2026-06-08", "published": "2026-06-08", "checked": "2026-10-14", "date_kind": "publication", "label": "Reviewed source" }, { "url": "https://ir.applieddigital.com/news-events/press-releases/detail/163/applied-digital-reports-fiscal-first-quarter-2027-results", "host": "ir.applieddigital.com", "date": "2026-10-07", "published": "2026-10-07", "checked": "2026-10-14", "date_kind": "publication", "label": "Reviewed source" }, { "url": "https://tuscaloosathread.com/applied-digital-brookwood-town-hall/", "host": "tuscaloosathread.com", "date": "2026-10-02", "published": "2026-10-02", "checked": "2026-10-14", "date_kind": "publication", "label": "Reviewed source" }, { "url": "https://ir.applieddigital.com/news-events/press-releases", "host": "ir.applieddigital.com", "date": "", "published": "", "checked": "2026-10-14", "date_kind": "publication date not established", "label": "Reviewed source" }, { "url": "https://www.applieddigital.com/insights/july-site-update", "host": "applieddigital.com", "date": "", "published": "", "checked": "2026-10-14", "date_kind": "publication date not established", "label": "Reviewed source" }, { "url": "https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000059/apld-20260831.htm", "host": "ir.applieddigital.com", "date": "", "published": "", "checked": "2026-10-15", "date_kind": "publication date not established", "label": "Reviewed source" }, { "url": "https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000048/apld-20260531.htm", "host": "ir.applieddigital.com", "published": "", "date": "", "checked": "2026-10-17", "label": "Applied Digital reviewed source" } ], "loc": { "lat": 33.28943, "lng": -87.52539, "precision": "county", "basis": "Shown at county level only. The dot is placed inside the county for the map and is not the site, its address or a parcel." }, "reviewed_evidence": [ { "overlay": "regional-development-review-round22-2026-10-14.json", "scope": "Named-site excerpt/source review; historical or proposed claims remain attributed. No entire-record certification.", "fields": { "reported_context": "Reported TCEDA incentive vote for Brookwood Delta Forge 2, including projected abatements and community benefit commitments.", "independently_verified_current_operating_status": null }, "notes": [ "Source says county commission and city votes still ahead. Do not label every approval final; combined developer/tenant investment, tax abatements and community payments are distinct.", "Original executed approvals, current operator disclosures and subsequent decisions take precedence.", "Fields can apply to shared campus, regional or historical context; consult source review before assigning to a building." ], "sources": [ { "url": "https://tuscaloosathread.com/3-billion-dollar-data-center-brookwood/", "host": "tuscaloosathread.com", "date": "2026-09-24", "published": "2026-09-24", "checked": "2026-10-14", "date_kind": "publication", "label": "Reviewed source" } ], "whole_record_certified": false }, { "overlay": "regional-development-review-round22-2026-10-14.json", "scope": "Issuer announcement republished by telecom newswire, with planned quantities.", "fields": { "announcement_date": "2026-09-24", "location": "Brookwood, Tuscaloosa County, Alabama", "planned_combined_developer_tenant_investment_usd_more_than": 3200000000, "leased_critical_it_load_mw": 210, "anticipated_operations_year": 2028, "community_benefit_commitment_usd": 270000000, "community_benefit_term_years": 20 }, "notes": [ "Commitments are not payments or expenditures. Building/site/campus area and corporate portfolio totals must not be combined. Tenant remains unnamed.", "Fields can apply to shared campus, regional or historical context; consult source review before assigning to a building." ], "sources": [ { "url": "https://newswire.telecomramblings.com/2026/09/applied-digital-announces-brookwood-tuscaloosa-county-alabama-as-home-of-3-2-billion-ai-factory-campus-investment/", "host": "newswire.telecomramblings.com", "date": "2026-09-24", "published": "2026-09-24", "checked": "2026-10-14", "date_kind": "publication", "label": "Reviewed source" } ], "whole_record_certified": false }, { "overlay": "regional-development-review-round22-2026-10-14.json", "scope": "Company report of lease, not original confidential instrument.", "fields": { "announcement_date": "2026-06-08", "company_reported_signed_critical_it_load_mw": 210, "base_lease_years": 15, "expected_base_lease_revenue_usd_approx": 5200000000, "all_options_total_lease_years": 30, "all_options_lease_revenue_usd_approx": 12700000000, "initial_operations_forecast": "2028-Q1" }, "notes": [ "Revenue is not capex. June forecast is historical; September announcement uses broader 2028 window. Option revenue conditional, not guaranteed. No tenant identity reconstructed.", "Fields can apply to shared campus, regional or historical context; consult source review before assigning to a building." ], "sources": [ { "url": "https://ir.applieddigital.com/news-events/press-releases/detail/154/applied-digital-signs-210-mw-lease-at-delta-forge-2", "host": "ir.applieddigital.com", "date": "2026-06-08", "published": "2026-06-08", "checked": "2026-10-14", "date_kind": "publication", "label": "Reviewed source" } ], "whole_record_certified": false }, { "overlay": "regional-development-review-round22-2026-10-14.json", "scope": "Issuer reports; readiness is not metered grid demand.", "fields": { "announcement_date": "2026-10-07", "fiscal_quarter_ended": "2026-08-31", "polaris_forge_1_reported_ready_for_service_date": "2026-10-01", "polaris_forge_1_reported_operational_critical_it_mw": 250, "other_named_ai_campuses_reported_stage": "Various construction stages", "jamestown_crypto_facility_mw_as_of_quarter_end": 106, "separate_ellendale_legacy_crypto_facility_mw_as_of_quarter_end": 180, "north_dakota_ai_delivered_total_end_2026_forecast_mw": 300, "potential_base_electron_generation_mw": 1200 }, "notes": [ "Do not merge Ellendale crypto with Polaris AI capacity. Planned generation is not IT load. Finland potential excluded from U.S. inventory. Tenant identity stays confidential where not disclosed.", "Fields can apply to shared campus, regional or historical context; consult source review before assigning to a building." ], "sources": [ { "url": "https://ir.applieddigital.com/news-events/press-releases/detail/163/applied-digital-reports-fiscal-first-quarter-2027-results", "host": "ir.applieddigital.com", "date": "2026-10-07", "published": "2026-10-07", "checked": "2026-10-14", "date_kind": "publication", "label": "Reviewed source" } ], "whole_record_certified": false }, { "overlay": "regional-development-review-round22-2026-10-14.json", "scope": "Reporter account of operator presentation, not observed water use or signed permit.", "fields": { "report_date": "2026-10-02", "developer_initial_water_fill_gallons_approx": 1400000, "fill_components_gallons": { "fire_tank": 500000, "cooling_loop": 900000 }, "developer_ongoing_annual_water_gallons_approx": 750000, "reported_permit_stage": "Packages submitted to city, under review." }, "notes": [ "Initial fill is not daily consumption; annual ongoing use is not daily. October 7 issuer construction-stage statement is later but does not prove all approvals completed. Proposed conservation and no-rate-impact claims not independently verified.", "Fields can apply to shared campus, regional or historical context; consult source review before assigning to a building." ], "sources": [ { "url": "https://tuscaloosathread.com/applied-digital-brookwood-town-hall/", "host": "tuscaloosathread.com", "date": "2026-10-02", "published": "2026-10-02", "checked": "2026-10-14", "date_kind": "publication", "label": "Reviewed source" } ], "whole_record_certified": false }, { "overlay": "regional-development-review-round22-2026-10-14.json", "scope": "Public index and short banner used for discovery, not independent site verification.", "fields": {}, "notes": [ "Linked issuer June 8 and October 7 releases are separately reviewed. Bare insight page/banner alone is not a full project status record.", "Fields can apply to shared campus, regional or historical context; consult source review before assigning to a building." ], "sources": [ { "url": "https://ir.applieddigital.com/news-events/press-releases", "host": "ir.applieddigital.com", "date": "", "published": "", "checked": "2026-10-14", "date_kind": "publication date not established", "label": "Reviewed source" }, { "url": "https://www.applieddigital.com/insights/july-site-update", "host": "applieddigital.com", "date": "", "published": "", "checked": "2026-10-14", "date_kind": "publication date not established", "label": "Reviewed source" } ], "whole_record_certified": false }, { "overlay": "Atlas targeted primary-source follow-up", "scope": "Issuer Form10Q Business Update, printed page 42; named-campus construction statement", "fields": { "current_status": "under construction", "status_basis": "Delta Forge 2 is explicitly described as under construction.", "status_as_of": "2026-10-07", "report_period_ended": "2026-08-31" }, "notes": [ "Issuer-reported stage, not independent inspection. Delivery forecasts are not energization; no IT load, spending or geography upgraded." ], "sources": [ { "url": "https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000059/apld-20260831.htm", "host": "ir.applieddigital.com", "date": "", "published": "", "checked": "2026-10-15", "date_kind": "publication date not established", "label": "Reviewed source" } ], "checked": "2026-10-15", "capture_sha256": "13de68ee1d34a5e8ababd5a28bdbdb9a6b5a6e1486988adf3804a7f522b7bd40", "events": [], "whole_record_certified": false }, { "overlay": "overnight-discovery-2026-10-17", "scope": "Source-scoped official discovery and annual-filing comparison; research-context associations do not certify distinct physical sites or current whole-campus activity.", "fields": { "issuer_annual_property_context": { "issuer": "Applied Digital", "reporting_period": "2026-05-31", "source_name": "Delta Forge 2", "scope": "Named annual-filing campus/location context only. Mixed operating and future phases stay separate; no current-stage or inherited town/state certification." } }, "notes": [ "No status, address, map point, jurisdiction, operating date or technical quantity is promoted in this review. Annual filings retain their reporting periods; a fresh retrieval is not a fresh physical-site certification." ], "sources": [ { "url": "https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000048/apld-20260531.htm", "host": "ir.applieddigital.com", "published": "", "date": "", "checked": "2026-10-17", "label": "Applied Digital reviewed source" } ], "checked": "2026-10-17", "whole_record_certified": false }, { "overlay": "Company role source check 30, October 23, 2026", "scope": "Applied Digital identifies the same uniquely named Delta Forge 2 campus in its data center development business in its Form 10-Q for the period ending August 31, 2026. This records the provider brand relationship only, without legal title, sole control, tenant identity or a distinct corporate entity finding. No new status, dates, quantities, address, point, county, component or physical milestone is promoted. The reporting period is not a publication date; the exact filing publication date remains unknown in this review.", "fields": { "company_association": { "name": "Applied Digital", "role": "developer", "identity_scope": "provider_brand_only", "scope": "Applied Digital identifies the same uniquely named Delta Forge 2 campus in its data center development business in its Form 10-Q for the period ending August 31, 2026. This records the provider brand relationship only, without legal title, sole control, tenant identity or a distinct corporate entity finding. No new status, dates, quantities, address, point, county, component or physical milestone is promoted. The reporting period is not a publication date; the exact filing publication date remains unknown in this review." }, "provider_role": "developer" }, "notes": [ "Applied Digital identifies the same uniquely named Delta Forge 2 campus in its data center development business in its Form 10-Q for the period ending August 31, 2026. This records the provider brand relationship only, without legal title, sole control, tenant identity or a distinct corporate entity finding. No new status, dates, quantities, address, point, county, component or physical milestone is promoted. The reporting period is not a publication date; the exact filing publication date remains unknown in this review." ], "sources": [ { "url": "https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000059/apld-20260831.htm", "host": "ir.applieddigital.com", "published": "", "date": "", "checked": "2026-10-23", "label": "Reviewed government record" } ], "checked": "2026-10-23", "whole_record_certified": false } ], "manual_source_reviewed": true, "whole_record_certified": false, "field_evidence_present": true, "inventory_label_retained": true, "precision_label": "Exact site not published; shown at county level", "summary": "Brookwood · Tuscaloosa · Source context reviewed", "location_display": { "policy": "reviewed-map-references-2026-10-23", "decision": "withheld_unreviewed_point", "scope": "The available point evidence does not establish a supported site location. No site pin, nearby distance or aerial destination is published. The original coordinate and its provenance remain in research history.", "county_display": "01125" } }, { "id": "applied-digital-deuel-county-sd", "state": "sd", "kind": "facility", "name": "Applied Digital Deuel County AI Campus", "group": "unknown", "status": "Status unclear", "raw_status": "", "status_field": "", "crypto": false, "type": "Data center (inventory classification)", "counties": [ "Deuel" ], "city": "Toronto", "address": "", "who": "", "end_user": "", "mw": null, "power": "", "power_note": "", "investment": "", "jobs": "", "acres": null, "utility": "", "water": "", "incentives": "", "note": "Manual source context is available for this inherited inventory record. The inventory label and approximate geography are retained for discovery. This is not certification of current operation, ownership, a separate physical building, technical capacity or a precise parcel. Missing fields remain unknown. Named-site excerpt/source review; historical or proposed claims remain attributed. No entire-record certification.. Title 14 billion USD differs from 4.3 to 5.5 billion investment and 10 to 16 billion broader impact in body. No single capex figure adopted. Per-building 150 MW computing is not combined gross 400 to 430 MW. Original executed approvals, current operator disclosures and subsequent decisions take precedence. Fields can apply to shared campus, regional or historical context; consult source review before assigning to a building.", "date": "", "events": [], "timeline": [], "opened": "", "tier": "", "sources": [ { "url": "https://www.mykxlg.com/news/local/potential-14-billion-data-center-could-transform-deuel-countys-economy/article_2a031739-b2ae-4932-95f5-57e4f280b7c7.html", "host": "mykxlg.com", "date": "2025-04-15", "published": "2025-04-15", "checked": "2026-10-14", "date_kind": "publication", "label": "Reviewed source" } ], "loc": { "lat": 44.76015, "lng": -96.66803, "precision": "county", "basis": "Shown at county level only. The dot is placed inside the county for the map and is not the site, its address or a parcel." }, "reviewed_evidence": [ { "overlay": "regional-development-review-round22-2026-10-14.json", "scope": "Named-site excerpt/source review; historical or proposed claims remain attributed. No entire-record certification.", "fields": { "reported_context": "Applied Digital presentation described a potential Deuel County project east of Toronto, with zoning and state issues unresolved.", "independently_verified_current_operating_status": null }, "notes": [ "Title 14 billion USD differs from 4.3 to 5.5 billion investment and 10 to 16 billion broader impact in body. No single capex figure adopted. Per-building 150 MW computing is not combined gross 400 to 430 MW.", "Original executed approvals, current operator disclosures and subsequent decisions take precedence.", "Fields can apply to shared campus, regional or historical context; consult source review before assigning to a building." ], "sources": [ { "url": "https://www.mykxlg.com/news/local/potential-14-billion-data-center-could-transform-deuel-countys-economy/article_2a031739-b2ae-4932-95f5-57e4f280b7c7.html", "host": "mykxlg.com", "date": "2025-04-15", "published": "2025-04-15", "checked": "2026-10-14", "date_kind": "publication", "label": "Reviewed source" } ], "whole_record_certified": false } ], "manual_source_reviewed": true, "whole_record_certified": false, "field_evidence_present": true, "inventory_label_retained": true, "precision_label": "Exact site not published; shown at county level", "summary": "Toronto · Deuel · Source context reviewed", "location_display": { "policy": "reviewed-map-references-2026-10-23", "decision": "withheld_unreviewed_point", "scope": "The available point evidence does not establish a supported site location. No site pin, nearby distance or aerial destination is published. The original coordinate and its provenance remain in research history.", "county_display": "46039" } }, { "id": "applied-digital-jamestown-nd", "state": "nd", "kind": "facility", "name": "Applied Digital Jamestown Facility", "group": "operating", "status": "Operating", "raw_status": "operating", "status_field": "current_status", "crypto": true, "type": "Crypto/HPC (inventory classification)", "counties": [ "Stutsman" ], "city": "Jamestown", "address": "", "who": "Applied Digital", "end_user": "", "mw": null, "power": "", "power_note": "", "investment": "", "jobs": "", "acres": null, "utility": "", "water": "", "incentives": "", "note": "Manual source context is available for this inherited inventory record. The inventory label and approximate geography are retained for discovery. This is not certification of current operation, ownership, a separate physical building, technical capacity or a precise parcel. Missing fields remain unknown. Issuer reports; readiness is not metered grid demand.. Do not merge Ellendale crypto with Polaris AI capacity. Planned generation is not IT load. Finland potential excluded from U.S. inventory. Tenant identity stays confidential where not disclosed. Fields can apply to shared campus, regional or historical context; consult source review before assigning to a building. Issuer Form10Q Business Update, printed page 42; existing Jamestown crypto-hosting facility. Period-end claim, not October 15inspection. Crypto-hosting scope stays distinct from AI campuses; no measured load or parcel adopted. Displayed status uses the explicitly reviewed current status field; it is a source statement, not a physical inspection.", "date": "", "events": [], "timeline": [], "opened": "", "tier": "", "sources": [ { "url": "https://ir.applieddigital.com/news-events/press-releases/detail/163/applied-digital-reports-fiscal-first-quarter-2027-results", "host": "ir.applieddigital.com", "date": "2026-10-07", "published": "2026-10-07", "checked": "2026-10-14", "date_kind": "publication", "label": "Reviewed source" }, { "url": "https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000059/apld-20260831.htm", "host": "ir.applieddigital.com", "date": "", "published": "", "checked": "2026-10-15", "date_kind": "publication date not established", "label": "Reviewed source" }, { "url": "https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000048/apld-20260531.htm", "host": "ir.applieddigital.com", "published": "", "date": "", "checked": "2026-10-17", "label": "Applied Digital reviewed source" } ], "loc": { "lat": 46.97921, "lng": -98.95882, "precision": "county", "basis": "Shown at county level only. The dot is placed inside the county for the map and is not the site, its address or a parcel." }, "reviewed_evidence": [ { "overlay": "regional-development-review-round22-2026-10-14.json", "scope": "Issuer reports; readiness is not metered grid demand.", "fields": { "announcement_date": "2026-10-07", "fiscal_quarter_ended": "2026-08-31", "polaris_forge_1_reported_ready_for_service_date": "2026-10-01", "polaris_forge_1_reported_operational_critical_it_mw": 250, "other_named_ai_campuses_reported_stage": "Various construction stages", "jamestown_crypto_facility_mw_as_of_quarter_end": 106, "separate_ellendale_legacy_crypto_facility_mw_as_of_quarter_end": 180, "north_dakota_ai_delivered_total_end_2026_forecast_mw": 300, "potential_base_electron_generation_mw": 1200 }, "notes": [ "Do not merge Ellendale crypto with Polaris AI capacity. Planned generation is not IT load. Finland potential excluded from U.S. inventory. Tenant identity stays confidential where not disclosed.", "Fields can apply to shared campus, regional or historical context; consult source review before assigning to a building." ], "sources": [ { "url": "https://ir.applieddigital.com/news-events/press-releases/detail/163/applied-digital-reports-fiscal-first-quarter-2027-results", "host": "ir.applieddigital.com", "date": "2026-10-07", "published": "2026-10-07", "checked": "2026-10-14", "date_kind": "publication", "label": "Reviewed source" } ], "whole_record_certified": false }, { "overlay": "Atlas targeted primary-source follow-up", "scope": "Issuer Form10Q Business Update, printed page 42; existing Jamestown crypto-hosting facility", "fields": { "current_status": "operating", "status_basis": "The issuer says Jamestown continued operating at full capacity.", "status_as_of": "2026-08-31", "report_signed": "2026-10-07" }, "notes": [ "Period-end claim, not October 15inspection. Crypto-hosting scope stays distinct from AI campuses; no measured load or parcel adopted." ], "sources": [ { "url": "https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000059/apld-20260831.htm", "host": "ir.applieddigital.com", "date": "", "published": "", "checked": "2026-10-15", "date_kind": "publication date not established", "label": "Reviewed source" } ], "checked": "2026-10-15", "capture_sha256": "13de68ee1d34a5e8ababd5a28bdbdb9a6b5a6e1486988adf3804a7f522b7bd40", "events": [], "whole_record_certified": false }, { "overlay": "overnight-discovery-2026-10-17", "scope": "Source-scoped official discovery and annual-filing comparison; research-context associations do not certify distinct physical sites or current whole-campus activity.", "fields": { "issuer_annual_property_context": { "issuer": "Applied Digital", "reporting_period": "2026-05-31", "source_name": "Jamestown legacy hosting", "scope": "Named annual-filing campus/location context only. Mixed operating and future phases stay separate; no current-stage or inherited town/state certification." } }, "notes": [ "No status, address, map point, jurisdiction, operating date or technical quantity is promoted in this review. Annual filings retain their reporting periods; a fresh retrieval is not a fresh physical-site certification." ], "sources": [ { "url": "https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000048/apld-20260531.htm", "host": "ir.applieddigital.com", "published": "", "date": "", "checked": "2026-10-17", "label": "Applied Digital reviewed source" } ], "checked": "2026-10-17", "whole_record_certified": false }, { "overlay": "Company role source check 30, October 23, 2026", "scope": "Applied Digital identifies its Jamestown hosting facility and operational services in its Form 10-Q for the period ending August 31, 2026. This records the provider brand relationship only, without legal title, sole control, tenant identity or a distinct corporate entity finding. No new status, dates, quantities, address, point, county, component or physical milestone is promoted. The reporting period is not a publication date; the exact filing publication date remains unknown in this review.", "fields": { "company_association": { "name": "Applied Digital", "role": "operator", "identity_scope": "provider_brand_only", "scope": "Applied Digital identifies its Jamestown hosting facility and operational services in its Form 10-Q for the period ending August 31, 2026. This records the provider brand relationship only, without legal title, sole control, tenant identity or a distinct corporate entity finding. No new status, dates, quantities, address, point, county, component or physical milestone is promoted. The reporting period is not a publication date; the exact filing publication date remains unknown in this review." }, "provider_role": "operator" }, "notes": [ "Applied Digital identifies its Jamestown hosting facility and operational services in its Form 10-Q for the period ending August 31, 2026. This records the provider brand relationship only, without legal title, sole control, tenant identity or a distinct corporate entity finding. No new status, dates, quantities, address, point, county, component or physical milestone is promoted. The reporting period is not a publication date; the exact filing publication date remains unknown in this review." ], "sources": [ { "url": "https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000059/apld-20260831.htm", "host": "ir.applieddigital.com", "published": "", "date": "", "checked": "2026-10-23", "label": "Reviewed government record" } ], "checked": "2026-10-23", "whole_record_certified": false } ], "manual_source_reviewed": true, "whole_record_certified": false, "field_evidence_present": true, "inventory_label_retained": true, "precision_label": "Exact site not published; shown at county level", "summary": "Jamestown · Stutsman · Source context reviewed", "location_display": { "policy": "reviewed-map-references-2026-10-23", "decision": "withheld_unreviewed_point", "scope": "The available point evidence does not establish a supported site location. No site pin, nearby distance or aerial destination is published. The original coordinate and its provenance remain in research history.", "county_display": "38093" } }, { "id": "applied-digital-polaris-forge-1-ellendale-nd", "state": "nd", "kind": "facility", "name": "Applied Digital Polaris Forge 1", "group": "operating", "status": "Operating phase", "raw_status": "partly operating", "status_field": "current_status", "crypto": false, "type": "Data center (inventory classification)", "counties": [ "Dickey" ], "city": "Ellendale", "address": "", "who": "Applied Digital", "end_user": "", "mw": null, "power": "", "power_note": "", "investment": "", "jobs": "", "acres": null, "utility": "", "water": "", "incentives": "", "note": "Manual source context is available for this inherited inventory record. The inventory label and approximate geography are retained for discovery. This is not certification of current operation, ownership, a separate physical building, technical capacity or a precise parcel. Missing fields remain unknown. Field or source context only. Do not sum phases into campus total again. 250MW is operator-reported commissioned criticalIT capacity, not independently measured demand. July1release establishes75MWphase and175MW then-live campus. October2release supersedes campus live total with250MW;400MW remains contracted full buildout. Only the listed fields were checked; imported geography, current operation, capacity and incentives require their own evidence. Fields can apply to shared campus, regional or historical context; consult source review before assigning to a building. Issuer reports; readiness is not metered grid demand.. Do not merge Ellendale crypto with Polaris AI capacity. Planned generation is not IT load. Finland potential excluded from U.S. inventory. Tenant identity stays confidential where not disclosed. Issuer Form10Q Business Update, printed page 42; operating buildings and a building under construction. An operating phase is supported by this source; the display label is Operating phase. This does not certify full campus completion, current metered load or precise coordinates. Existing facilities and expansion retain their separate scope. The record remains uncertified as a whole. Displayed status uses the explicitly reviewed current status field; it is a source statement, not a physical inspection.", "date": "", "events": [ [ "2026-10-01", "Applied Digital reported the second phase of Building 2 ready for service; further HPC campus construction continued." ] ], "timeline": [], "opened": "", "tier": "", "sources": [ { "url": "https://ir.applieddigital.com/news-events/press-releases/detail/157/applied-digital-delivers-second-building-at-polaris-forge-1", "host": "ir.applieddigital.com", "date": "2026-07-01", "published": "2026-07-01", "checked": "2026-10-14", "date_kind": "publication", "label": "Reviewed source" }, { "url": "https://ir.applieddigital.com/news-events/press-releases/detail/161/applied-digital-brings-an-additional-75-mw-of-ai", "host": "ir.applieddigital.com", "date": "", "published": "", "checked": "2026-10-14", "date_kind": "publication date not established", "label": "Reviewed source for campus operational it mw" }, { "url": "https://ir.applieddigital.com/news-events/press-releases/detail/163/applied-digital-reports-fiscal-first-quarter-2027-results", "host": "ir.applieddigital.com", "date": "2026-10-07", "published": "2026-10-07", "checked": "2026-10-14", "date_kind": "publication", "label": "Reviewed source" }, { "url": "https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000059/apld-20260831.htm", "host": "ir.applieddigital.com", "date": "", "published": "", "checked": "2026-10-15", "date_kind": "publication date not established", "label": "Reviewed source" }, { "url": "https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000048/apld-20260531.htm", "host": "ir.applieddigital.com", "published": "", "date": "", "checked": "2026-10-17", "label": "Applied Digital reviewed source" } ], "loc": { "lat": 46.1102, "lng": -98.50491, "precision": "county", "basis": "Shown at county level only. The dot is placed inside the county for the map and is not the site, its address or a parcel." }, "reviewed_evidence": [ { "overlay": "field-verification-2026-10-14.json", "scope": "Field or source context only", "fields": { "city": "Ellendale", "event_status": "Building2Phase1ready for service", "event_date": "2026-07-01", "phase_operational_it_mw": 75, "campus_operational_it_mw": 250, "contracted_full_buildout_it_mw": 400, "campus_operational_it_as_of": "2026-10-02" }, "notes": [ "Do not sum phases into campus total again.", "250MW is operator-reported commissioned criticalIT capacity, not independently measured demand.", "July1release establishes75MWphase and175MW then-live campus. October2release supersedes campus live total with250MW;400MW remains contracted full buildout.", "Only the listed fields were checked; imported geography, current operation, capacity and incentives require their own evidence.", "Fields can apply to shared campus, regional or historical context; consult source review before assigning to a building." ], "sources": [ { "url": "https://ir.applieddigital.com/news-events/press-releases/detail/157/applied-digital-delivers-second-building-at-polaris-forge-1", "host": "ir.applieddigital.com", "date": "2026-07-01", "published": "2026-07-01", "checked": "2026-10-14", "date_kind": "publication", "label": "Reviewed source" }, { "url": "https://ir.applieddigital.com/news-events/press-releases/detail/161/applied-digital-brings-an-additional-75-mw-of-ai", "host": "ir.applieddigital.com", "date": "", "published": "", "checked": "2026-10-14", "date_kind": "publication date not established", "label": "Reviewed source for campus operational it mw" } ], "whole_record_certified": false }, { "overlay": "regional-development-review-round22-2026-10-14.json", "scope": "Issuer reports; readiness is not metered grid demand.", "fields": { "announcement_date": "2026-10-07", "fiscal_quarter_ended": "2026-08-31", "polaris_forge_1_reported_ready_for_service_date": "2026-10-01", "polaris_forge_1_reported_operational_critical_it_mw": 250, "other_named_ai_campuses_reported_stage": "Various construction stages", "jamestown_crypto_facility_mw_as_of_quarter_end": 106, "separate_ellendale_legacy_crypto_facility_mw_as_of_quarter_end": 180, "north_dakota_ai_delivered_total_end_2026_forecast_mw": 300, "potential_base_electron_generation_mw": 1200 }, "notes": [ "Do not merge Ellendale crypto with Polaris AI capacity. Planned generation is not IT load. Finland potential excluded from U.S. inventory. Tenant identity stays confidential where not disclosed.", "Fields can apply to shared campus, regional or historical context; consult source review before assigning to a building." ], "sources": [ { "url": "https://ir.applieddigital.com/news-events/press-releases/detail/163/applied-digital-reports-fiscal-first-quarter-2027-results", "host": "ir.applieddigital.com", "date": "2026-10-07", "published": "2026-10-07", "checked": "2026-10-14", "date_kind": "publication", "label": "Reviewed source" } ], "whole_record_certified": false }, { "overlay": "Atlas targeted primary-source follow-up", "scope": "Issuer Form10Q Business Update, printed page 42; operating buildings and a building under construction", "fields": { "operating_phase_context": "Two HPC buildings operate; a third is under construction.", "current_status": "partly operating", "status_basis": "The issuer identifies two operating HPC buildings and a third under construction.", "status_scope": "Operating phase only; full campus buildout remains unresolved." }, "notes": [ "An operating phase is supported by this source; the display label is Operating phase. This does not certify full campus completion, current metered load or precise coordinates. Existing facilities and expansion retain their separate scope. The record remains uncertified as a whole." ], "sources": [ { "url": "https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000059/apld-20260831.htm", "host": "ir.applieddigital.com", "date": "", "published": "", "checked": "2026-10-15", "date_kind": "publication date not established", "label": "Reviewed source" }, { "url": "https://ir.applieddigital.com/news-events/press-releases/detail/163/applied-digital-reports-fiscal-first-quarter-2027-results", "host": "ir.applieddigital.com", "date": "2026-10-07", "published": "2026-10-07", "checked": "2026-10-15", "date_kind": "publication", "label": "Reviewed source" } ], "checked": "2026-10-15", "capture_sha256": "13de68ee1d34a5e8ababd5a28bdbdb9a6b5a6e1486988adf3804a7f522b7bd40", "events": [ { "date": "2026-10-01", "kind": "milestone", "text": "Applied Digital reported the second phase of Building 2 ready for service; further HPC campus construction continued.", "sources": [ { "url": "https://ir.applieddigital.com/news-events/press-releases/detail/163/applied-digital-reports-fiscal-first-quarter-2027-results", "host": "ir.applieddigital.com", "date": "2026-10-07", "published": "2026-10-07", "checked": "2026-10-15", "date_kind": "publication", "label": "Reviewed source" } ] } ], "whole_record_certified": false }, { "overlay": "overnight-discovery-2026-10-17", "scope": "Source-scoped official discovery and annual-filing comparison; research-context associations do not certify distinct physical sites or current whole-campus activity.", "fields": { "issuer_annual_property_context": { "issuer": "Applied Digital", "reporting_period": "2026-05-31", "source_name": "Polaris Forge 1", "scope": "Named annual-filing campus/location context only. Mixed operating and future phases stay separate; no current-stage or inherited town/state certification." } }, "notes": [ "No status, address, map point, jurisdiction, operating date or technical quantity is promoted in this review. Annual filings retain their reporting periods; a fresh retrieval is not a fresh physical-site certification." ], "sources": [ { "url": "https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000048/apld-20260531.htm", "host": "ir.applieddigital.com", "published": "", "date": "", "checked": "2026-10-17", "label": "Applied Digital reviewed source" } ], "checked": "2026-10-17", "whole_record_certified": false }, { "overlay": "Company role source check 30, October 23, 2026", "scope": "Applied Digital identifies the same uniquely named Polaris Forge 1 campus in its data center development business in its Form 10-Q for the period ending August 31, 2026. This records the provider brand relationship only, without legal title, sole control, tenant identity or a distinct corporate entity finding. No new status, dates, quantities, address, point, county, component or physical milestone is promoted. The reporting period is not a publication date; the exact filing publication date remains unknown in this review. The separate Ellendale cryptocurrency facility is not merged into this HPC campus record. Current marketing and filing building capacity and service descriptions retain their separate scope.", "fields": { "company_association": { "name": "Applied Digital", "role": "developer", "identity_scope": "provider_brand_only", "scope": "Applied Digital identifies the same uniquely named Polaris Forge 1 campus in its data center development business in its Form 10-Q for the period ending August 31, 2026. This records the provider brand relationship only, without legal title, sole control, tenant identity or a distinct corporate entity finding. No new status, dates, quantities, address, point, county, component or physical milestone is promoted. The reporting period is not a publication date; the exact filing publication date remains unknown in this review. The separate Ellendale cryptocurrency facility is not merged into this HPC campus record. Current marketing and filing building capacity and service descriptions retain their separate scope." }, "provider_role": "developer" }, "notes": [ "Applied Digital identifies the same uniquely named Polaris Forge 1 campus in its data center development business in its Form 10-Q for the period ending August 31, 2026. This records the provider brand relationship only, without legal title, sole control, tenant identity or a distinct corporate entity finding. No new status, dates, quantities, address, point, county, component or physical milestone is promoted. The reporting period is not a publication date; the exact filing publication date remains unknown in this review. The separate Ellendale cryptocurrency facility is not merged into this HPC campus record. Current marketing and filing building capacity and service descriptions retain their separate scope." ], "sources": [ { "url": "https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000059/apld-20260831.htm", "host": "ir.applieddigital.com", "published": "", "date": "", "checked": "2026-10-23", "label": "Reviewed government record" } ], "checked": "2026-10-23", "whole_record_certified": false } ], "manual_source_reviewed": true, "whole_record_certified": false, "field_evidence_present": true, "inventory_label_retained": true, "precision_label": "Exact site not published; shown at county level", "summary": "Ellendale · Dickey · Source context reviewed", "status_scope": "An operating phase is supported; full campus completion is not established.", "event_evidence": [ { "date": "2026-10-01", "kind": "milestone", "text": "Applied Digital reported the second phase of Building 2 ready for service; further HPC campus construction continued.", "sources": [ { "url": "https://ir.applieddigital.com/news-events/press-releases/detail/163/applied-digital-reports-fiscal-first-quarter-2027-results", "host": "ir.applieddigital.com", "date": "2026-10-07", "published": "2026-10-07", "checked": "2026-10-15", "date_kind": "publication", "label": "Reviewed source" } ] } ], "location_display": { "policy": "reviewed-map-references-2026-10-23", "decision": "withheld_unreviewed_point", "scope": "The available point evidence does not establish a supported site location. No site pin, nearby distance or aerial destination is published. The original coordinate and its provenance remain in research history.", "county_display": "38021" } }, { "id": "applied-digital-polaris-forge-2-harwood-nd", "state": "nd", "kind": "facility", "name": "Applied Digital Polaris Forge 2", "group": "building", "status": "Under construction", "raw_status": "under construction", "status_field": "current_status", "crypto": false, "type": "Data center (inventory classification)", "counties": [ "Cass" ], "city": "Harwood", "address": "", "who": "Applied Digital", "end_user": "", "mw": null, "power": "", "power_note": "", "investment": "", "jobs": "", "acres": null, "utility": "", "water": "", "incentives": "", "note": "Manual source context is available for this inherited inventory record. The inventory label and approximate geography are retained for discovery. This is not certification of current operation, ownership, a separate physical building, technical capacity or a precise parcel. Missing fields remain unknown. Minnkota Harwood project load and workforce forecast. 3Bdeveloper investment excludes unspecified additional tenant investment; not money already spent.280MWnot per building or measured. Utility ratepayer assurances not independently audited actual future bills. Company2021founding does not date Harwood opening. No exact parcel, current energization or customer lease read. Fields can apply to shared campus, regional or historical context; consult source review before assigning to a building. Issuer reports; readiness is not metered grid demand.. Do not merge Ellendale crypto with Polaris AI capacity. Planned generation is not IT load. Finland potential excluded from U.S. inventory. Tenant identity stays confidential where not disclosed. Issuer Form10Q Business Update, printed page 42; named-campus construction statement. Issuer-reported stage, not independent inspection. Delivery forecasts are not energization; no IT load, spending or geography upgraded. Displayed status uses the explicitly reviewed current status field; it is a source statement, not a physical inspection.", "date": "", "events": [], "timeline": [], "opened": "", "tier": "", "sources": [ { "url": "https://www.minnkota.com/minnkota-website/our-press/data-center-faqs", "host": "minnkota.com", "date": "", "published": "", "checked": "2026-10-14", "date_kind": "publication date not established", "label": "Reviewed source" }, { "url": "https://ir.applieddigital.com/news-events/press-releases/detail/163/applied-digital-reports-fiscal-first-quarter-2027-results", "host": "ir.applieddigital.com", "date": "2026-10-07", "published": "2026-10-07", "checked": "2026-10-14", "date_kind": "publication", "label": "Reviewed source" }, { "url": "https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000059/apld-20260831.htm", "host": "ir.applieddigital.com", "date": "", "published": "", "checked": "2026-10-15", "date_kind": "publication date not established", "label": "Reviewed source" }, { "url": "https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000048/apld-20260531.htm", "host": "ir.applieddigital.com", "published": "", "date": "", "checked": "2026-10-17", "label": "Applied Digital reviewed source" } ], "loc": { "lat": 46.93297, "lng": -97.2482, "precision": "county", "basis": "Shown at county level only. The dot is placed inside the county for the map and is not the site, its address or a parcel." }, "reviewed_evidence": [ { "overlay": "public-institution-review-round11-2026-10-14.json", "scope": "Minnkota Harwood project load and workforce forecast", "fields": { "utility": "Minnkota Power Cooperative", "retail_utility": "Cass County Electric Cooperative", "developer_operator": "Applied Digital", "location": "near Harwood, North Dakota", "planned_buildings": 2, "combined_planned_area_sqft_min_exclusive": 1800000, "projected_applied_digital_investment_usd_min_exclusive": 3000000000, "expected_fulltime_personnel_min_exclusive": 200, "expected_peak_construction_workers_approx": 700, "expected_peak_electrical_usage_mw": 280, "power_basis": "expected facility peak usage, not explicit critical IT" }, "notes": [ "3Bdeveloper investment excludes unspecified additional tenant investment; not money already spent.280MWnot per building or measured. Utility ratepayer assurances not independently audited actual future bills. Company2021founding does not date Harwood opening. No exact parcel, current energization or customer lease read.", "Fields can apply to shared campus, regional or historical context; consult source review before assigning to a building." ], "sources": [ { "url": "https://www.minnkota.com/minnkota-website/our-press/data-center-faqs", "host": "minnkota.com", "date": "", "published": "", "checked": "2026-10-14", "date_kind": "publication date not established", "label": "Reviewed source" } ], "whole_record_certified": false }, { "overlay": "regional-development-review-round22-2026-10-14.json", "scope": "Issuer reports; readiness is not metered grid demand.", "fields": { "announcement_date": "2026-10-07", "fiscal_quarter_ended": "2026-08-31", "polaris_forge_1_reported_ready_for_service_date": "2026-10-01", "polaris_forge_1_reported_operational_critical_it_mw": 250, "other_named_ai_campuses_reported_stage": "Various construction stages", "jamestown_crypto_facility_mw_as_of_quarter_end": 106, "separate_ellendale_legacy_crypto_facility_mw_as_of_quarter_end": 180, "north_dakota_ai_delivered_total_end_2026_forecast_mw": 300, "potential_base_electron_generation_mw": 1200 }, "notes": [ "Do not merge Ellendale crypto with Polaris AI capacity. Planned generation is not IT load. Finland potential excluded from U.S. inventory. Tenant identity stays confidential where not disclosed.", "Fields can apply to shared campus, regional or historical context; consult source review before assigning to a building." ], "sources": [ { "url": "https://ir.applieddigital.com/news-events/press-releases/detail/163/applied-digital-reports-fiscal-first-quarter-2027-results", "host": "ir.applieddigital.com", "date": "2026-10-07", "published": "2026-10-07", "checked": "2026-10-14", "date_kind": "publication", "label": "Reviewed source" } ], "whole_record_certified": false }, { "overlay": "Atlas targeted primary-source follow-up", "scope": "Issuer Form10Q Business Update, printed page 42; named-campus construction statement", "fields": { "current_status": "under construction", "status_basis": "Polaris Forge 2 is explicitly described as under construction.", "status_as_of": "2026-10-07", "report_period_ended": "2026-08-31" }, "notes": [ "Issuer-reported stage, not independent inspection. Delivery forecasts are not energization; no IT load, spending or geography upgraded." ], "sources": [ { "url": "https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000059/apld-20260831.htm", "host": "ir.applieddigital.com", "date": "", "published": "", "checked": "2026-10-15", "date_kind": "publication date not established", "label": "Reviewed source" } ], "checked": "2026-10-15", "capture_sha256": "13de68ee1d34a5e8ababd5a28bdbdb9a6b5a6e1486988adf3804a7f522b7bd40", "events": [], "whole_record_certified": false }, { "overlay": "overnight-discovery-2026-10-17", "scope": "Source-scoped official discovery and annual-filing comparison; research-context associations do not certify distinct physical sites or current whole-campus activity.", "fields": { "issuer_annual_property_context": { "issuer": "Applied Digital", "reporting_period": "2026-05-31", "source_name": "Polaris Forge 2", "scope": "Named annual-filing campus/location context only. Mixed operating and future phases stay separate; no current-stage or inherited town/state certification." } }, "notes": [ "No status, address, map point, jurisdiction, operating date or technical quantity is promoted in this review. Annual filings retain their reporting periods; a fresh retrieval is not a fresh physical-site certification." ], "sources": [ { "url": "https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000048/apld-20260531.htm", "host": "ir.applieddigital.com", "published": "", "date": "", "checked": "2026-10-17", "label": "Applied Digital reviewed source" } ], "checked": "2026-10-17", "whole_record_certified": false }, { "overlay": "Company role source check 30, October 23, 2026", "scope": "Applied Digital identifies the same uniquely named Polaris Forge 2 campus in its data center development business in its Form 10-Q for the period ending August 31, 2026. This records the provider brand relationship only, without legal title, sole control, tenant identity or a distinct corporate entity finding. No new status, dates, quantities, address, point, county, component or physical milestone is promoted. The reporting period is not a publication date; the exact filing publication date remains unknown in this review.", "fields": { "company_association": { "name": "Applied Digital", "role": "developer", "identity_scope": "provider_brand_only", "scope": "Applied Digital identifies the same uniquely named Polaris Forge 2 campus in its data center development business in its Form 10-Q for the period ending August 31, 2026. This records the provider brand relationship only, without legal title, sole control, tenant identity or a distinct corporate entity finding. No new status, dates, quantities, address, point, county, component or physical milestone is promoted. The reporting period is not a publication date; the exact filing publication date remains unknown in this review." }, "provider_role": "developer" }, "notes": [ "Applied Digital identifies the same uniquely named Polaris Forge 2 campus in its data center development business in its Form 10-Q for the period ending August 31, 2026. This records the provider brand relationship only, without legal title, sole control, tenant identity or a distinct corporate entity finding. No new status, dates, quantities, address, point, county, component or physical milestone is promoted. The reporting period is not a publication date; the exact filing publication date remains unknown in this review." ], "sources": [ { "url": "https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000059/apld-20260831.htm", "host": "ir.applieddigital.com", "published": "", "date": "", "checked": "2026-10-23", "label": "Reviewed government record" } ], "checked": "2026-10-23", "whole_record_certified": false } ], "manual_source_reviewed": true, "whole_record_certified": false, "field_evidence_present": true, "inventory_label_retained": true, "precision_label": "Exact site not published; shown at county level", "summary": "Harwood · Cass · Source context reviewed", "location_display": { "policy": "reviewed-map-references-2026-10-23", "decision": "withheld_unreviewed_point", "scope": "The available point evidence does not establish a supported site location. No site pin, nearby distance or aerial destination is published. The original coordinate and its provenance remain in research history.", "county_display": "38017" } }, { "id": "applied-digital-polaris-forge-3-oliver-nd", "state": "nd", "kind": "facility", "name": "Applied Digital Polaris Forge 3", "group": "building", "status": "Under construction", "raw_status": "under construction", "status_field": "current_status", "crypto": false, "type": "Data center (inventory classification)", "counties": [ "Oliver" ], "city": "Hanover", "address": "", "who": "Applied Digital", "end_user": "", "mw": null, "power": "", "power_note": "", "investment": "", "jobs": "", "acres": null, "utility": "", "water": "", "incentives": "", "note": "Manual source context is available for this inherited inventory record. The inventory label and approximate geography are retained for discovery. This is not certification of current operation, ownership, a separate physical building, technical capacity or a precise parcel. Missing fields remain unknown. Named-site excerpt/source review; historical or proposed claims remain attributed. No entire-record certification.. Application filing and repealed pause are not zoning approval. Summer groundbreaking and 18 to 24 month completion were hopes, not observed milestones. Original executed approvals, current operator disclosures and subsequent decisions take precedence. Fields can apply to shared campus, regional or historical context; consult source review before assigning to a building. Issuer reports; readiness is not metered grid demand.. Do not merge Ellendale crypto with Polaris AI capacity. Planned generation is not IT load. Finland potential excluded from U.S. inventory. Tenant identity stays confidential where not disclosed. Issuer Form10Q Business Update, printed page 42; named-campus construction statement. Issuer-reported stage, not independent inspection. Delivery forecasts are not energization; no IT load, spending or geography upgraded. Displayed status uses the explicitly reviewed current status field; it is a source statement, not a physical inspection.", "date": "", "events": [], "timeline": [], "opened": "", "tier": "", "sources": [ { "url": "https://www.kfyrtv.com/2026/05/05/applied-digital-submits-rezoning-application-data-center-oliver-county/", "host": "kfyrtv.com", "date": "2026-05-04", "published": "2026-05-04", "checked": "2026-10-14", "date_kind": "publication", "label": "Reviewed source" }, { "url": "https://ir.applieddigital.com/news-events/press-releases/detail/163/applied-digital-reports-fiscal-first-quarter-2027-results", "host": "ir.applieddigital.com", "date": "2026-10-07", "published": "2026-10-07", "checked": "2026-10-14", "date_kind": "publication", "label": "Reviewed source" }, { "url": "https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000059/apld-20260831.htm", "host": "ir.applieddigital.com", "date": "", "published": "", "checked": "2026-10-15", "date_kind": "publication date not established", "label": "Reviewed source" }, { "url": "https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000048/apld-20260531.htm", "host": "ir.applieddigital.com", "published": "", "date": "", "checked": "2026-10-17", "label": "Applied Digital reviewed source" } ], "loc": { "lat": 47.11529, "lng": -101.34065, "precision": "county", "basis": "Shown at county level only. The dot is placed inside the county for the map and is not the site, its address or a parcel." }, "reviewed_evidence": [ { "overlay": "regional-development-review-round22-2026-10-14.json", "scope": "Named-site excerpt/source review; historical or proposed claims remain attributed. No entire-record certification.", "fields": { "reported_context": "KFYR reports Applied Digital filed Oliver County rezoning request after county repealed its moratorium.", "independently_verified_current_operating_status": null }, "notes": [ "Application filing and repealed pause are not zoning approval. Summer groundbreaking and 18 to 24 month completion were hopes, not observed milestones.", "Original executed approvals, current operator disclosures and subsequent decisions take precedence.", "Fields can apply to shared campus, regional or historical context; consult source review before assigning to a building." ], "sources": [ { "url": "https://www.kfyrtv.com/2026/05/05/applied-digital-submits-rezoning-application-data-center-oliver-county/", "host": "kfyrtv.com", "date": "2026-05-04", "published": "2026-05-04", "checked": "2026-10-14", "date_kind": "publication", "label": "Reviewed source" } ], "whole_record_certified": false }, { "overlay": "regional-development-review-round22-2026-10-14.json", "scope": "Issuer reports; readiness is not metered grid demand.", "fields": { "announcement_date": "2026-10-07", "fiscal_quarter_ended": "2026-08-31", "polaris_forge_1_reported_ready_for_service_date": "2026-10-01", "polaris_forge_1_reported_operational_critical_it_mw": 250, "other_named_ai_campuses_reported_stage": "Various construction stages", "jamestown_crypto_facility_mw_as_of_quarter_end": 106, "separate_ellendale_legacy_crypto_facility_mw_as_of_quarter_end": 180, "north_dakota_ai_delivered_total_end_2026_forecast_mw": 300, "potential_base_electron_generation_mw": 1200 }, "notes": [ "Do not merge Ellendale crypto with Polaris AI capacity. Planned generation is not IT load. Finland potential excluded from U.S. inventory. Tenant identity stays confidential where not disclosed.", "Fields can apply to shared campus, regional or historical context; consult source review before assigning to a building." ], "sources": [ { "url": "https://ir.applieddigital.com/news-events/press-releases/detail/163/applied-digital-reports-fiscal-first-quarter-2027-results", "host": "ir.applieddigital.com", "date": "2026-10-07", "published": "2026-10-07", "checked": "2026-10-14", "date_kind": "publication", "label": "Reviewed source" } ], "whole_record_certified": false }, { "overlay": "Atlas targeted primary-source follow-up", "scope": "Issuer Form10Q Business Update, printed page 42; named-campus construction statement", "fields": { "current_status": "under construction", "status_basis": "Polaris Forge 3 is explicitly described as under construction.", "status_as_of": "2026-10-07", "report_period_ended": "2026-08-31" }, "notes": [ "Issuer-reported stage, not independent inspection. Delivery forecasts are not energization; no IT load, spending or geography upgraded." ], "sources": [ { "url": "https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000059/apld-20260831.htm", "host": "ir.applieddigital.com", "date": "", "published": "", "checked": "2026-10-15", "date_kind": "publication date not established", "label": "Reviewed source" } ], "checked": "2026-10-15", "capture_sha256": "13de68ee1d34a5e8ababd5a28bdbdb9a6b5a6e1486988adf3804a7f522b7bd40", "events": [], "whole_record_certified": false }, { "overlay": "overnight-discovery-2026-10-17", "scope": "Source-scoped official discovery and annual-filing comparison; research-context associations do not certify distinct physical sites or current whole-campus activity.", "fields": { "issuer_annual_property_context": { "issuer": "Applied Digital", "reporting_period": "2026-05-31", "source_name": "Polaris Forge 3", "scope": "Named annual-filing campus/location context only. Mixed operating and future phases stay separate; no current-stage or inherited town/state certification." } }, "notes": [ "No status, address, map point, jurisdiction, operating date or technical quantity is promoted in this review. Annual filings retain their reporting periods; a fresh retrieval is not a fresh physical-site certification." ], "sources": [ { "url": "https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000048/apld-20260531.htm", "host": "ir.applieddigital.com", "published": "", "date": "", "checked": "2026-10-17", "label": "Applied Digital reviewed source" } ], "checked": "2026-10-17", "whole_record_certified": false }, { "overlay": "Company role source check 30, October 23, 2026", "scope": "Applied Digital identifies the same uniquely named Polaris Forge 3 campus in its data center development business in its Form 10-Q for the period ending August 31, 2026. This records the provider brand relationship only, without legal title, sole control, tenant identity or a distinct corporate entity finding. No new status, dates, quantities, address, point, county, component or physical milestone is promoted. The reporting period is not a publication date; the exact filing publication date remains unknown in this review.", "fields": { "company_association": { "name": "Applied Digital", "role": "developer", "identity_scope": "provider_brand_only", "scope": "Applied Digital identifies the same uniquely named Polaris Forge 3 campus in its data center development business in its Form 10-Q for the period ending August 31, 2026. This records the provider brand relationship only, without legal title, sole control, tenant identity or a distinct corporate entity finding. No new status, dates, quantities, address, point, county, component or physical milestone is promoted. The reporting period is not a publication date; the exact filing publication date remains unknown in this review." }, "provider_role": "developer" }, "notes": [ "Applied Digital identifies the same uniquely named Polaris Forge 3 campus in its data center development business in its Form 10-Q for the period ending August 31, 2026. This records the provider brand relationship only, without legal title, sole control, tenant identity or a distinct corporate entity finding. No new status, dates, quantities, address, point, county, component or physical milestone is promoted. The reporting period is not a publication date; the exact filing publication date remains unknown in this review." ], "sources": [ { "url": "https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000059/apld-20260831.htm", "host": "ir.applieddigital.com", "published": "", "date": "", "checked": "2026-10-23", "label": "Reviewed government record" } ], "checked": "2026-10-23", "whole_record_certified": false } ], "manual_source_reviewed": true, "whole_record_certified": false, "field_evidence_present": true, "inventory_label_retained": true, "precision_label": "Exact site not published; shown at county level", "summary": "Hanover · Oliver · Source context reviewed", "location_display": { "policy": "reviewed-map-references-2026-10-23", "decision": "withheld_unreviewed_point", "scope": "The available point evidence does not establish a supported site location. No site pin, nearby distance or aerial destination is published. The original coordinate and its provenance remain in research history.", "county_display": "38065" } } ], "compilation_license": "withheld_pending_owner_decision" }