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Applied Digital (APLD)은 Polaris Forge 1에 75MW를 추가했으며, 최고경영자가 "Power Is Only The Starting Point"라고 밝힌 뒤 주가가 급등했다.

Polaris Forge 1의 75MW 증설은 Applied Digital의 AI 대응 용량을 추가하며, CEO의 발언은 프로젝트 수익성이 전력 확보만으로 결정되지 않는다는 점을 시사한다.

업계 전문지Slicast · 2026년 10월 10일 07:16 UTC · 미국 · 출처: Stocktwits

중요도 68

Applied Digital completed the second phase of Building 2 at its Polaris Forge 1 campus, adding 75 MW of critical IT load across three data halls. The latest delivery brings Polaris Forge 1's fully operational critical IT capacity to 250 MW. The fully leased campus is contracted to deliver 400 MW of critical IT load at full buildout.

Applied Digital (APLD) shares jumped in midday trade on Friday after the AI data-center developer announced a major capacity milestone at its Polaris Forge 1 campus in North Dakota. The latest milestone covers the second phase of Building 2, adding three 25 MW data halls and completing the building's full 150 MW of critical IT load.

"Securing power is only the starting point," said Applied Digital Chairman and CEO Wes Cummins. "The real work is designing, building, commissioning, and operating the infrastructure that transforms those megawatts into usable capacity for customers."

APLD stock rose around 5% in midday trade, paring gains after hitting an intraday high of over $26. On Stocktwits, retail sentiment around Applied Digital rose to "extremely bullish" from "bullish" territory over the past day.

Polaris Forge 1 is located in Ellendale, North Dakota, where Applied Digital has operated since 2021. The company said the campus reflects its approach of developing large-scale data center infrastructure specifically for AI, machine learning, and other high-performance computing workloads.

The latest 75 MW delivery follows the first 100 MW building at Polaris Forge 1 and the initial 75 MW phase of Building 2. At full buildout, the fully leased campus is expected to provide 400 MW of critical IT load. With 250 MW now operational, another 150 MW remains to be brought online.

Applied Digital is scheduled to report its first-quarter (Q1) earnings next week, on October 7. According to Koyfin data, Wall Street expects the company to report a loss of $0.35 per share on revenue of $125 million. The company has exceeded earnings estimates in each of the past eight quarters. APLD stock has traded flat year-to-date and fallen over 3% in the last 12 months.

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