CoreWeave expansion at Polaris Forge 1
Company: Applied Digital - Project: Polaris Forge 1
The claim, verbatim
CoreWeave taking additional 150 MW at expanded Polaris Forge 1 campus in Ellendale, North Dakota
Source (primary)
View PDF (IR page (ir.applieddigital.com), ir_release)
View cached copy (2026-09-26)Live source ↗Archive.org ↗
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 CEO letter and the compensation discussion both describe expanding Polaris Forge 1 in Ellendale, North Dakota through a third CoreWeave lease for 150MW.
Confirmed in the source:
- The Polaris Forge 1 campus is in Ellendale, North Dakota
- The Polaris Forge 1 campus was expanded
- CoreWeave took an additional 150 MW at Polaris Forge 1
What we did: Read our cached copy of IR page (ir.applieddigital.com) (https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001493152-26-044325/0001493152-26-044325.pdf) in full (267,657 characters, retrieved September 26, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms View PDF
Quote: “expanding our Polaris Forge 1 campus in Ellendale, North Dakota, with CoreWeave taking an additional 150 MW”