Ellendale, North Dakota (ELN) HPC region energization
Company: Applied Digital
What the later record shows
Partly delivered · new target March 31, 2025
The June 2024 presentation moved ELN's initial energization from Q4 2024 to Q1 2025. The 2026 presentations show 100 MW energized and 300 MW under construction at Polaris Forge 1 in Ellendale, but give no energization date; the link between ELN and Polaris Forge 1 rests on the shared Ellendale location.
“North Dakota, JMS 9MW Energized North Dakota, ELN Up to 600MWs Q1 2025”
2024-06-24 · applied-digital 8-K exhibit (investorpresentationfina.htm) View cached copy (2026-11-02)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 ↗
“PF1 Polaris Forge 1 Ellendale, North Dakota → 400 MW Critical IT Contracted → 100 MW Energized → 300 MW Under Construction”
2026-10-23 · Investor Presentation View cached copy (2026-10-23)Live source ↗Archive.org ↗
Checked November 5, 2026 against filings, releases and reporting published after the claim was made. Quotes are verbatim from the linked documents.
The claim, verbatim
Applied Digital lists its custom-built HPC region at ELN, North Dakota, with up to 600MW of total power and initial energization in Q4 2024.
Source (primary)
applied-digital 8-K exhibit (apldneedham2024presentat.htm) (SEC EDGAR (8-K Ex), press_release)
View cached copy (2026-11-05)Live source ↗
Quote: “North Dakota, ELN Up to 600MWs Q4 2024”
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 (apldneedham2024presentat.htm)
Quote: “North Dakota, ELN Up to 600MWs Q4 2024”