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컴퓨트·클라우드 · 리포트

Applied Digital's Polaris Forge 1 facility reaches 250 MW total capacity, expanding independent GPU cloud infrastructure competing with hyperscaler-owned platforms.

Demonstrates sustained scaling of third-party GPU cloud providers; validates alternative to captive hyperscaler infrastructure as viable for large inference workloads.
업계 전문지Slicast · 2026년 10월 2일 12:57 UTC · 미국 · 출처: Benzinga
중요도 92

Applied Digital Corporation (NASDAQ: APLD) brought an additional 75 MW of AI infrastructure online at its Polaris Forge 1 campus in Ellendale, North Dakota. The company achieved "Ready for Service" status for the second phase of Building 2, completing the building's full 150 MW of critical IT load across three 25 MW data halls. This milestone brings total operational critical IT load at Polaris Forge 1 to 250 MW.

The campus is fully leased and contracted to deliver 400 MW of critical IT load at full buildout. Applied Digital has operated at the Ellendale site since 2021.

"Bringing another 75 MW of AI infrastructure online at Polaris Forge 1 further demonstrates our ability to turn large-scale power into operational AI infrastructure," said Wes Cummins, Chairman and CEO of Applied Digital. "Securing power is only the starting point. The real work is designing, building, commissioning, and operating the infrastructure that transforms those megawatts into usable capacity for customers."

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Applied Digital's Polaris Forge 1 facility… · Slicast