ABB Enhances Collaboration with Applied Digital in Power Technology
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 13 2025
0mins
Partnership Expansion: ABB has expanded its partnership with Applied Digital to provide power infrastructure for a new AI Factory campus in North Dakota, focusing on medium voltage electrical systems for data centers.
Project Details: The Polaris Forge 2 campus will support 300 MW of AI data centers, with construction phased across two buildings set to open in 2026 and 2027, and is designed for future expansion.
Efficiency Goals: The collaboration aims to deliver advanced electrical architecture with high efficiency and a low Power Usage Effectiveness (PUE), positioning the campus as one of the most advanced AI facilities globally.
Financial Aspects: The financial details of the partnership remain undisclosed, with the second order booked in the fourth quarter of 2025 as part of a long-term agreement.
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Analyst Views on APLD
Wall Street analysts forecast APLD stock price to rise
10 Analyst Rating
10 Buy
0 Hold
0 Sell
Strong Buy
Current: 46.270
Low
36.00
Averages
52.22
High
99.00
Current: 46.270
Low
36.00
Averages
52.22
High
99.00
About APLD
Applied Digital Corporation is a designer, builder, and operator of sustainably engineered data centers and colocation services for artificial intelligence, cloud, networking, and blockchain workloads. The Company’s segments include data center hosting (Data Center Hosting Business) and high-performance compute hosting (HPC Hosting Business). The Data Center Hosting Business operates data centers to provide energized space to crypto mining customers. Customer-owned hardware is installed in its facilities, and the Company provides operational and maintenance services for a fixed fee. Its facilities include a 106 megawatt (MW) facility in Jamestown and a 180 MW facility in Ellendale, North Dakota. The HPC Hosting Business designs, builds, and operates data centers which are designed to support high-compute applications using advanced technologies and infrastructures to provide services to customers. Its HPC data center is located at its Polaris Forge 1 campus with 100 MW capacity.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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