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
| Measure | Value | Scope | As of | Notes | Sources |
|---|---|---|---|---|---|
| Power capacity | 300 MW | Contracted · Campus · It load | 2026-05-20 | Critical 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 capacity | about 430 MW | Planned · Campus · Grid connection | 2026-05-20 | Grid-connected utility power supporting the campus. | Applied Digital |
Companies and organizations
| Name | Role | Notes | Sources |
|---|---|---|---|
| Applied Digital | Developer | Applied Digital; U.S. Securities and Exchange Commission (Applied Digital filing) |
Timeline
| Date | Event | Actual or planned | Notes | Sources |
|---|---|---|---|---|
| 2026-05-20 | Announced | Actual | Lease announcement; the location was described only as a northern state. | Applied Digital |
| 2027-08 | First operational | Planned | May 2026 target; the July 2026 results release says initial operations are expected during calendar 2027. | Applied Digital; Applied Digital |
Power supply
| Type | Description | Sources |
|---|---|---|
| Grid | About 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
- Applied Digital Reaches Significant Milestone, Surpassing 1 GW of Contracted Capacity with U.S. Based High Investment-Grade Hyperscaler Lease at Fourth Campus, Polaris Forge 3 — Applied Digital; 2026-05-20 · 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
- Center, North Dakota — Wikipedia; publication date not stated
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