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MDUBullishIndustry Newsnews
Medium materiality6/10

MDU to supply power for Applied Digital Polaris Forge 3 AI Factory in ND

Jun 22, 2026, 4:34 PM EDT1 sourcesAI-analyzed
Why it may matterVerify against the original reporting

The 430 MW AI-focused load and long-term 15-year lease imply durable, regulated-like cash flows; regulatory approvals are manageable and a common hurdle; the project enhances MDU's utility-scale growth profile.

AI summary

What happened, with direct paths to the underlying reporting

MDU Resources' Montana-Dakota Utilities Co. has signed an electric service agreement with Applied Digital to supply 430 MW to Polaris Forge 3 near Center, North Dakota. Operations are expected to begin in August 2027, pending North Dakota PSC approvals. The deal expands North Dakota AI infrastructure and could lift MDU's long-term industrial load revenue under favorable pricing terms.

  • MDU Resources to power Polaris Forge 3 AI Factory via ESA.
  • Polaris Forge 3 may require 430 MW at full capacity.
  • Initial operations expected August 2027; regulatory approvals needed.
  • MDU cites North Dakota growth in AI infrastructure demand.

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