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CoreWeave expansion at Polaris Forge 1 for 150 MW

Company: Applied Digital - Project: Polaris Forge 1

Subject kind
customer
Statement date
2026-09-24
Promised amount
150.0 MW
Current status
stated

The claim, verbatim

CoreWeave contracted for an additional 150 MW at the expanded Polaris Forge 1 campus in Ellendale, North Dakota

Source (primary)

Applied Digital DEF 14A filed 2026-09-25 (SEC EDGAR, sec_filing)
View cached copy (2026-09-26)Live source ↗

Quote: “expanding our Polaris Forge 1 campus in Ellendale, North Dakota, with CoreWeave taking an additional 150 MW”

How we checked this

Checked on September 28, 2026. The cited source supports every part of this claim.

The proxy says Polaris Forge 1 in Ellendale was expanded with CoreWeave taking an additional 150 MW, and describes this as a third CoreWeave lease for 150MW.

Confirmed in the source:

What we did: Read our cached copy of SEC EDGAR (https://www.sec.gov/Archives/edgar/data/1144879/000149315226044325/formdef14a.htm) in full (278,076 characters, retrieved September 26, 2026) and checked each assertion in the claim against it.

Additional evidence

confirms Applied Digital DEF 14A filed 2026-09-25

Quote: “expanding our Polaris Forge 1 campus in Ellendale, North Dakota, with CoreWeave taking an additional 150 MW”

View cached copy (2026-09-26)Live source ↗