ABB Strengthens Power Technology Collaboration with Applied Digital for Next-Generation AI Data Centers

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ABB has broadened its ongoing collaboration with Applied Digital, a developer and operator of high-performance data centers, to provide advanced power infrastructure for the company’s second AI factory campus in North Dakota, USA. This latest phase of the partnership supports the deployment of a new medium-voltage electrical system designed to meet the rapidly rising power demands of artificial intelligence workloads. The order, booked in Q4 2025, reflects the long-term nature of the relationship. Financial terms were not disclosed.

Applied Digital’s Polaris Forge 2 development near Harwood, North Dakota, encompasses a 300-MW AI data center campus spread across two buildings scheduled for commissioning in 2026 and 2027, with provisions for future expansion. ABB will supply both low- and medium-voltage electrical architecture for the site, enabling best-in-class efficiency and delivering an industry-leading low Power Usage Effectiveness (PUE).

Todd Gale, Chief Development Officer at Applied Digital, stated, “Our work with ABB reinforces our commitment to pushing the boundaries of what high-performance AI infrastructure can achieve. Polaris Forge 2, launching with two 150-MW buildings and the ability to scale further, underscores our leadership in energy-efficient, advanced AI factory design.”

Massimiliano Cifalitti, President of ABB Smart Power, added, “As AI transforms data center requirements, ABB is partnering with leading innovators like Applied Digital to bring forward a new generation of power systems. Co-designing from the outset allowed both teams to identify ways to enhance efficiency, performance, and reliability while reducing costs and accelerating deployment.”

Applied Digital recently announced that the first 200 MW of capacity at Polaris Forge 2 will be leased to a U.S.-based hyperscale customer. ABB’s partnership with the company began in June 2025 with Polaris Forge 1, a 400-MW AI factory campus at Ellendale, North Dakota. Both facilities utilize ABB’s HiPerGuard medium-voltage UPS technology and high-performance switchgear, enabling data centers to boost power density, improve energy efficiency, and scale in 25-MW blocks with reduced cabling requirements and improved reliability.

ABB is a global leader in electrification and automation with over 140 years of expertise and a workforce of around 110,000 employees worldwide. The company’s shares are listed on the SIX Swiss Exchange (ABBN) and Nasdaq Stockholm (ABB).