Ellendale HPC campus initial energization Q1 2025
Company: Applied Digital
What the later record shows
Delivered late
In July 2025 the first 100 MW Ellendale (Polaris Forge 1) HPC building was still only 'on track' for ready-for-service in H2 2025, past the Q1 2025 target. A December 2025 filing says operations had recently commenced, and an April 2026 presentation shows 100 MW energized, so initial energization happened late, on an unstated date between July and early December 2025.
“is expected to offer ultra-low-cost, highly efficient liquid-cooled infrastructure and remains on track to be ready for service in the second half of 2025”
2025-07-30 · Earnings Release View cached copy (2026-10-23)Live source ↗Archive.org ↗
“We recently commenced operations at our first HPC data center at our Polaris Forge 1 campus in Ellendale, ND”
2025-12-04 · Applied Digital S-3 filed 2025-12-05 View cached copy (2026-08-31)Live source ↗
“PF1- Polaris Forge 1 - CoreWeave Ellendale, North Dakota • 400 MW Contracted • 100 MW Energized • 300 MW Under Construction”
2026-04-22 · applied-digital 8-K exhibit (apld_invxinvestorpresent.htm) View cached copy (2026-09-09)Live source ↗
Checked November 2, 2026 against filings, releases and reporting published after the claim was made. Quotes are verbatim from the linked documents.
The claim, verbatim
Applied Digital's custom-built HPC data center in Ellendale, North Dakota, with total power of up to 600MW, is scheduled for initial energization in Q1 2025.
Source (primary)
applied-digital 8-K exhibit (investorpresentationfina.htm) (SEC EDGAR (8-K Ex), press_release)
View cached copy (2026-11-02)Live source ↗
Quote: “North Dakota, ELN Up to 600MWs Q1 2025”
How we checked this
This claim has not yet been checked assertion-by-assertion against its source. It carries a cited source and quote, but the deeper check has not run. When it does, the result appears here whatever it says.
Additional evidence
confirms applied-digital 8-K exhibit (investorpresentationfina.htm)
Quote: “North Dakota, ELN Up to 600MWs Q1 2025”
confirms Applied Digital S-3 filed 2025-12-05
Quote: “We recently commenced operations at our first HPC data center at our Polaris Forge 1 campus in Ellendale, ND”
confirms applied-digital 8-K exhibit (apld_invxinvestorpresent.htm)
Quote: “PF1- Polaris Forge 1 - CoreWeave Ellendale, North Dakota • 400 MW Contracted • 100 MW Energized • 300 MW Under Construction”
confirms Earnings Release
Quote: “is expected to offer ultra-low-cost, highly efficient liquid-cooled infrastructure and remains on track to be ready for service in the second half of 2025”