Applied Digital unveils $3 billion AI factory in North Dakota

Applied Digital is expanding in North Dakota with Polaris Forge 2, a $3 billion AI factory breaking ground in September 2025. The Harwood site will add 280 megawatts of capacity by 2027, cementing the state’s role in US AI infrastructure.

The project reflects demand and Applied Digital’s push to deliver high-performance compute power at scale. CEO Wes Cummins confirmed strong partner interest, including discussions with a US hyperscaler, and stated that the development will enhance growth and community value.

North Dakota has become a key destination for data centres, with abundant power, land, and a business-friendly climate. Polaris Forge 2 builds on the success of the Ellendale campus, with over 900 acres contracted and energy secured from Cass County Electric Cooperative.

The campus will employ more than 200 staff and contractors upon completion of operations. Governor Kelly Armstrong welcomed the investment, praising Applied Digital’s housing and workforce initiatives in Ellendale as a model for rural innovation and economic resilience.

Commerce Commissioner Chris Schilken said the Harwood site extends that success, reinforcing North Dakota as a hub for sustainable AI infrastructure. Applied Digital sees Polaris Forge 2 as advancing its mission to deliver innovation while driving local development and long-term growth.

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