Projects

Applied Digital Polaris Forge 3

Site records

Applied Digital's fourth AI factory campus, in Center, Oliver County, North Dakota. In May 2026 the company announced a 15-year take-or-pay lease with an unnamed US high investment-grade hyperscaler for 300 MW of critical IT load, supported by about 430 MW of grid-connected utility power, worth about 7.5 billion US dollars over the base term. The May release withheld the state; the company's October 2026 earnings release names Center, North Dakota. The campus is under construction, with initial operations targeted for 2027.

This record reports under construction as of 2026-10-07. Applied Digital; U.S. Securities and Exchange Commission (Applied Digital filing)

Location: Center, Oliver County, North Dakota, US. Town centroid of Center from its Wikipedia coordinates (s4). The October 2026 earnings release (s3) names Center, Oliver County; no parcel or address has been found. Applied Digital; U.S. Securities and Exchange Commission (Applied Digital filing); Wikipedia

Use: Ai unspecified, Hpc

Capacity, investment and other figures

MeasureValueScopeAs ofNotesSources
Power capacity300 MWContracted · Campus · It load2026-05-20Critical IT load leased to an unnamed US high investment-grade hyperscaler for 15 years, about 7.5 billion US dollars of base-term contracted revenue.Applied Digital; Applied Digital
Power capacityabout 430 MWPlanned · Campus · Grid connection2026-05-20Grid-connected utility power supporting the campus.Applied Digital

Companies and organizations

NameRoleNotesSources
Applied DigitalDeveloperApplied Digital; U.S. Securities and Exchange Commission (Applied Digital filing)

Timeline

DateEventActual or plannedNotesSources
2026-05-20AnnouncedActualLease announcement; the location was described only as a northern state.Applied Digital
2027-08First operationalPlannedMay 2026 target; the July 2026 results release says initial operations are expected during calendar 2027.Applied Digital; Applied Digital

Power supply

TypeDescriptionSources
GridAbout 430 MW of grid-connected utility power; the utility is not named in the cited sources.Applied Digital

Related projects: applied digital polaris forge 1, applied digital polaris forge 2

Sources for these details

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