Applied Digital Brings 75 MW Phase Online
Applied Digital delivered the first 75 MW phase of Building 2 at its Polaris Forge 1 campus in Ellendale, North ...
In Focus: Applied Digital
Applied Digital Applied Digital designs, builds, and operates high-density data center infrastructure for AI, cloud, HPC, networking, and blockchain workloads. Profile Updated: July 2026 | |
| Overview | Applied Digital is a Dallas-based digital infrastructure company focused on developing and operating large-scale, high-performance data center campuses. The company has shifted its public positioning toward AI Factory infrastructure, including high-density colocation capacity for artificial intelligence and high-performance computing customers. |
| Why It Matters | Applied Digital is part of the new AI infrastructure buildout in which access to power, rapid campus delivery, cooling design, and long-term hyperscale leasing have become central constraints. Its Polaris Forge 1 campus in North Dakota is contracted for 400 MW of critical IT load, with 175 MW live as of July 2026. |
| Founded | 2021 |
| Headquarters | Dallas, Texas |
| CEO / Key Leadership | Wes Cummins, Chairman and CEO; Jason Zhang, Co-Founder and President. |
| Core Technologies | AI data centers; high-density colocation; power-to-capacity development; cooling infrastructure. |
| Key Products / Platforms | Polaris Forge 1 AI Factory Campus in Ellendale, North Dakota; AI and HPC colocation services; large-scale data center design, construction, and operations. |
| Funding / Major Milestone | In July 2026, Applied Digital announced Ready for Service for Phase 1 of Building 2 at Polaris Forge 1, adding 75 MW and bringing total live campus capacity to 175 MW. |
| Target Markets | AI Infrastructure; Data Centers; Cloud; HPC. |
| Editorial Coverage | Converge Digest coverage should track Applied Digital’s AI data center campus delivery, hyperscale leasing activity, power procurement, cooling architecture, financing milestones, and execution risk around large-scale AI Factory capacity. |
| Industry Context | Applied Digital sits in the AI infrastructure segment where data center developers, neocloud providers, hyperscalers, power providers, and cooling suppliers are competing to convert available energy and land into operational GPU-ready capacity. |
| Related Knowledge Hubs | AI Infrastructure | Data Centers | Applied Digital |
Applied Digital Secures $5B AI Factory Lease with U.S. Hyperscaler
Applied Digital has signed a 15-year, $5 billion lease agreement with a U.S.-based investment-grade hyperscaler to deliver 200 MW of ...
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