Data Center Atlas
Applied Digital Polaris Forge 2
Site records
Applied Digital AI data center campus near Harwood in Cass County, North Dakota, on more than 900 acres. Announced in August 2025 as a 3 billion US dollar, 280 MW project, it was later described as a 1 GW campus. An unnamed US investment-grade hyperscaler leased the first 200 MW of critical IT load in two buildings for about 15 years and holds a right of first refusal on 800 MW more. Construction is funded partly by 2.15 billion US dollars of senior secured notes issued in March 2026; the company expects initial operations by the end of 2026 and the full 200 MW in 2027.
This record reports under construction as of 2026-10-07. Applied Digital; U.S. Securities and Exchange Commission (Applied Digital filing)
Location: Harwood, Cass County, North Dakota, US. Town centroid of Harwood from its Wikipedia coordinates (s6), which also places Harwood in Cass County; company sources say only that the campus is near Harwood and give no parcel. Applied Digital; Applied Digital via GlobeNewswire (FinancialContent); Applied Digital; Wikipedia
Use: Ai unspecified, Hpc
Capacity, investment and other figures
| Measure | Value | Scope | As of | Notes | Sources |
|---|---|---|---|---|---|
| Investment | 3,000,000,000 USD | Announced · Campus | 2025-08-18 | Figure given with the original 280 MW plan. | Applied Digital |
| Power capacity | 280 MW | Planned · Campus · Unspecified | 2025-08-18 | Initial size at announcement; the release said the campus could scale beyond this. | Applied Digital |
| Power capacity | 200 MW | Contracted · Phase · It load · Initial two buildings | 2025-10-22 | Critical IT load leased to an unnamed hyperscaler for an estimated 15 years, about 5 billion US dollars of contracted revenue. | Applied Digital via GlobeNewswire (FinancialContent); Applied Digital |
| Power capacity | 1,000 MW | Planned · Campus · Unspecified | 2025-10-22 | Described as a 1 GW campus; the tenant holds a right of first refusal on a further 800 MW of critical IT load representing the full expansion. | Applied Digital via GlobeNewswire (FinancialContent) |
| Land area | more than 900 acres | Reported · Campus | 2025-08-18 | Land the company says it has contracted. | Applied Digital; Applied Digital via GlobeNewswire (FinancialContent) |
| Buildings | 2 count | Planned · Phase · Initial two buildings | 2025-10-22 | Applied Digital; Applied Digital via GlobeNewswire (FinancialContent) | |
| Jobs permanent | more than 200 count | Planned · Campus | 2025-08-18 | Full-time employees expected at full operation, plus long-term contractors. | Applied Digital |
Companies and organizations
| Name | Role | Notes | Sources |
|---|---|---|---|
| Applied Digital | Developer | Applied Digital; Applied Digital via GlobeNewswire (FinancialContent) | |
| Cass County Electric Cooperative | Utility | Named as the power provider; in August 2025 the cooperative said it was finalizing an agreement. | Applied Digital; Valley News Live |
| Oracle | Tenant | Reported by Valley News Live in March 2026 without attribution; Applied Digital describes the tenant only as an unnamed US investment-grade hyperscaler, so this is not confirmed by the companies. | Valley News Live |
Timeline
| Date | Event | Actual or planned | Notes | Sources |
|---|---|---|---|---|
| 2025-08-18 | Announced | Actual | Applied Digital | |
| 2025-09 | Construction started | Planned | Groundbreaking target given at announcement; by October 2025 the company described the campus as under construction. | Applied Digital; Applied Digital via GlobeNewswire (FinancialContent) |
| 2025-10-22 | Other | Actual | Lease of 200 MW of critical IT load to an unnamed US investment-grade hyperscaler announced. | Applied Digital via GlobeNewswire (FinancialContent) |
| 2026-03-10 | Other | Actual | Closing of 2.15 billion US dollars of 6.75 percent senior secured notes due 2031 to fund the 200 MW build. | Valley News Live; Applied Digital |
| 2026 | First operational | Planned | In October 2026 the company said initial operations here would bring its delivered North Dakota capacity to 300 MW by the end of calendar 2026. | Applied Digital via GlobeNewswire (FinancialContent); U.S. Securities and Exchange Commission (Applied Digital filing) |
| 2027 | Fully operational | Planned | Target for reaching the full initial 200 MW. | Applied Digital via GlobeNewswire (FinancialContent) |
Power supply
| Type | Description | Sources |
|---|---|---|
| Grid | Power secured through Cass County Electric Cooperative, with Minnkota Power Cooperative also working toward a final agreement as of August 2025. | Applied Digital |
Related projects: applied digital polaris forge 1, applied digital polaris forge 3
Sources for these details
- Applied Digital to Break Ground on $3 Billion Polaris Forge 2 Campus in September 2025 — Applied Digital; 2025-08-18 · Archived source
- Applied Digital Announces $5 Billion AI Factory Lease with U.S. Based Investment Grade Hyperscaler at Polaris Forge 2 ND Campus — Applied Digital via GlobeNewswire (FinancialContent); 2025-10-22
- Applied Digital closes $2.15B deal to build out Harwood AI campus — Valley News Live; 2026-03-10 · Archived source
- Applied Digital Reports Fiscal Fourth Quarter and Full Year 2026 Results — Applied Digital; 2026-07-27
- Applied Digital Reports Fiscal First Quarter 2027 Results (Form 8-K exhibit) — U.S. Securities and Exchange Commission (Applied Digital filing); 2026-10-07
- Harwood, North Dakota — Wikipedia; publication date not stated
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