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Polaris Forge 1

Project of Applied Digital

Kind
campus
Location
9685 87th Ave SE, Ellendale, ND
County
Dickey County
State/region
ND
Country
US
Status
partially operational as of October 16, 2026

Where it stands

Polaris Forge 1 in Ellendale reached 250 MW of operational critical IT load across two buildings and 10 data halls when the second 75 MW phase of Building 2 became ready for service on October 1, 2026. A third 150 MW building is under construction, funded by $1.59 billion of 7% notes, toward the 400 MW campus leased to CoreWeave. The separate 180 MW Ellendale blockchain hosting facility is a different site and is not counted here.

250 MW in service · 150 MW under construction · 400 MW planned

PhaseMWStatusDateSource
Building 1100operationalBy the end of 2025, the first building was fully operational. It can support more than 40,000 liquid-cooled Nvidia (NVDA) GB300s.
2026-10-11 View cached copy (2026-10-12)Live source ↗Archive.org ↗
Building 2 - Phase 175ready for service2026-07-01Phase 1 of Building 2 at Polaris Forge 1, representing 75 MW, became ready for service on July 1, lifting live capacity at the campus to 175 MW.
2026-10-08 View cached copy (2026-10-09)Live source ↗
Building 2 - Phase 275ready for service2026-10-01the Company achieved Ready for Service for the second 75 MW phase of Building 2 at Polaris Forge 1, bringing fully operational critical IT load at the campus to 250 MW
2026-10-07 View cached copy (2026-10-08)Live source ↗
Building 3150under constructionAPLD closed $1.59 billion of 7% senior secured notes due 2031 to fund construction of the third 150 MW HPC building at Polaris Forge 1 and repay the $300 million bridge facility.
2026-10-08 View cached copy (2026-10-10)Live source ↗Archive.org ↗

Assessed October 18, 2026 from the newest filings, releases and reporting that name this project (newest relied on: October 16, 2026).

Capacity

What has actually been delivered, against what has been promised. Each figure links to the statement it came from.

StageCapacityAs ofSource
Energized power flowing today250 MW IT load2026-10-16Polaris Forge 1 adds 75 MW, reaching 250 MW operational
Contracted a customer is on the hook400 MW IT load2026-10-08CoreWeave leases at Polaris Forge 1
Under construction400 MW2025-10-08MAM and project financing expected to fully fund 400MW campus
Permitted--
Interconnect approved utility has agreed to deliver--
Interconnect requested in a queue, nothing approved1,000 MW2025-06-011+GW power under load study at Ellendale
Announced a press-release figure1,000 MW2026-10-08Polaris Forge 1 expansion beyond 1 GW

Who has claimed this site

Capacity commitments in the order they were announced. A commitment that ended shows why.

2024-08-28
Undisclosed counterparty (one or more) - anchor tenant · 400 MW source
2025-05-28
CoreWeave - anchor tenant · 400 MW · 15-year term source
2026-03-31
CoreWeave - guarantor source

Claims about this project

2022-08-25 - outcome unconfirmed
Third facility groundbreaking Q3 2022. Promised by 2022-09-30.
2022-10-11 - stated
2024-01-16 - stated
2024-04-11 - verified
Ellendale capacity restoration target. Promised by 2024-05-31.
2024-05-16 - stated
2024-05-16 - verified
HPC Ellendale Operational Start. Promised by 2025-01-01.
2024-05-30 - verified
HPC Ellendale Facility under construction 100.0 MW. Promised by 2025-01-01.
2024-08-28 - stated
2024-08-28 - stated
2024-08-29 - stated
2024-08-29 - stated
2024-08-29 - stated
2024-08-29 - stated
2024-09-10 - stated
2024-10-03 - stated
2024-10-03 - verified
2024-10-09 - stated
2024-10-09 - stated
2024-10-17 - verified
Ellendale HPC facility expected operational date 100.0 MW. Promised by 2025-12-31.
2024-11-14 - stated
2024-12-01 - verified
ELN-02 Project completion deadline. Promised by 2025-12-06.
2025-01-07 - stated
2025-01-07 - stated
2025-01-14 - stated
2025-01-14 - stated
2025-01-14 - stated
2025-01-14 - stated
2025-04-13 - stated
2025-04-13 - stated
2025-04-13 - verified
2025-04-14 - stated
2025-04-14 - verified
2025-04-14 - stated
2025-04-14 - verified
2025-04-14 - stated
2025-04-14 - stated
2025-04-14 - verified
Ellendale building 369,000+ square feet 369000.0 square feet. Promised by 2025-12-31.
2025-04-14 - stated
SMBC $375M Financing 375.0 million USD.
2025-04-14 - stated
2025-06-01 - stated
2025-06-01 - stated
2025-06-01 - stated
2025-06-01 - stated
2025-06-01 - outcome unconfirmed
Second 150MW Ellendale building ready mid-2026 150.0 MW. Promised by 2026-06-30.
2025-06-01 - stated
Third 150MW Ellendale building (option) ready 2027 150.0 MW. Promised by 2027-12-31.
2025-06-01 - verified
First 100MW Ellendale building ready Q4 2025 100.0 MW. Promised by 2025-12-31.
2025-07-29 - stated
2025-07-29 - stated
2025-07-29 - stated
2025-07-29 - verified
2025-07-29 - stated
2025-07-29 - verified
Polaris Forge 1 first 100MW facility online 100.0 MW. Promised by 2025-12-31.
2025-07-29 - stated
2025-07-29 - verified
Polaris Forge 1 operational start. Promised by 2025-12-31.
2025-07-29 - stated
2025-07-29 - stated
2025-07-29 - stated
2025-07-29 - stated
2025-07-29 - stated
Polaris Forge 1 third 150MW facility 150.0 MW. Promised by 2027-12-31.
2025-07-29 - outcome unconfirmed
Polaris Forge 1 second 150MW facility online 150.0 MW. Promised by 2026-06-30.
2025-07-30 - stated
2025-07-30 - stated
2025-07-30 - stated
2025-07-30 - verified
Polaris Forge 1 Second 150MW Facility Operational 150.0 MW. Promised by 2026-06-15.
2025-07-30 - stated
2025-07-30 - stated
2025-07-30 - verified
2025-07-30 - verified
2025-07-30 - stated
2025-07-30 - stated
2025-07-30 - stated
2025-07-30 - stated
2025-07-30 - stated
2025-07-30 - verified
Polaris Forge 1 second 150MW facility online 150.0 MW. Promised by 2026-06-30.
2025-08-28 - verified
Polaris Forge 1 first 100MW building ready Q4 2025 100.0 MW. Promised by 2025-12-31.
2025-08-28 - stated
2025-08-28 - stated
2025-08-28 - stated
2025-08-28 - stated
2025-08-28 - stated
2025-08-28 - stated
2025-08-28 - verified
2025-09-11 - outcome unconfirmed
Polaris Forge 1 phased rollout. Promised by 2025-12-31.
2025-09-11 - stated
2025-09-11 - stated
2025-09-21 - stated
Polaris Forge 1 additional 150 MW expansion 150.0 MW. Promised by 2027-12-31.
2025-09-21 - verified
Polaris Forge 1 first phase 100 MW operational 100.0 MW. Promised by 2025-12-31.
2025-09-21 - stated
2025-09-22 - verified
Polaris Forge 1 first phase operational date 100.0 MW. Promised by 2025-12-31.
2025-09-22 - stated
2025-09-22 - stated
2025-09-22 - stated
2025-10-08 - stated
2025-10-08 - verified
2025-10-08 - stated
2025-10-08 - stated
2025-10-08 - stated
Polaris Forge 1 expansion beyond 1 GW 2028-2030 1000.0 MW. Promised by 2030-12-31.
2025-10-08 - stated
2025-10-08 - stated
2025-10-08 - stated
Conditional Macquarie investment obligation in Polaris Forge 1 250.0 million USD. Promised by 2028-04-06.
2025-10-08 - stated
2025-10-08 - stated
Polaris Forge 1 third 150 MW building 2027 150.0 MW. Promised by 2027-12-31.
2025-10-08 - stated
2025-10-08 - verified
Polaris Forge 1 second 150 MW building mid-2026 150.0 MW. Promised by 2026-06-30.
2025-10-08 - stated
2025-10-09 - verified
100 MW Polaris Forge 1 facility operational Q4 2025 100.0 MW. Promised by 2025-12-31.
2025-10-09 - verified
Polaris Forge 1 first 100 MW building operational 100.0 MW. Promised by 2025-12-31.
2025-10-09 - verified
HPC Hosting - 150 MW facility scheduled mid-2026 150.0 MW. Promised by 2026-06-30.
2025-10-09 - stated
2025-10-09 - verified
Polaris Forge 1 second 150 MW building 150.0 MW. Promised by 2026-06-30.
2025-10-09 - verified
HPC Hosting - 100 MW facility operational Q4 2025 100.0 MW. Promised by 2025-12-31.
2025-10-09 - stated
2025-10-09 - stated
Third 150 MW Polaris Forge 1 facility planned 2027 150.0 MW. Promised by 2027-12-31.
2025-10-09 - stated
HPC Hosting - 150 MW facility planned 2027 150.0 MW. Promised by 2027-12-31.
2025-10-09 - stated
2025-10-09 - verified
2025-10-09 - stated
2025-10-09 - stated
2025-10-09 - stated
2025-10-09 - stated
Polaris Forge 1 third 150 MW building 150.0 MW. Promised by 2027-12-31.
2025-10-09 - verified
Polaris Forge 1 - 100 MW building completion 100.0 MW. Promised by 2025-12-31.
2025-10-21 - stated
Polaris Forge 1 Building 3 delivery 150.0 MW. Promised by 2027-06-30.
2025-10-21 - stated
Polaris Forge 1 Building 2 delivery 150.0 MW. Promised by 2026-12-31.
2025-10-21 - stated
2025-10-21 - verified
Polaris Forge 1 Building 1 delivery 100.0 MW. Promised by 2025-12-31.
2025-11-09 - stated
2025-11-09 - stated
2025-11-09 - stated
2025-11-13 - stated
2025-11-13 - stated
2025-11-13 - stated
2025-11-19 - stated
2025-11-19 - stated
2025-12-04 - stated
CoreWeave Warrant Issuance 8393611.0 shares.
2025-12-04 - stated
2025-12-04 - stated
2025-12-04 - stated
2026-01-06 - stated
2026-01-06 - stated
Third 150 MW HPC facility at Polaris Forge 1 150.0 MW. Promised by 2027-12-31.
2026-01-06 - stated
150 MW HPC facility ELN-03 at Polaris Forge 1 150.0 MW. Promised by 2026-12-31.
2026-01-07 - stated
Polaris Forge 1 second 150 MW building online 150.0 MW. Promised by 2026-12-31.
2026-01-07 - stated
2026-01-07 - stated
2026-01-07 - stated
2026-01-07 - stated
Polaris Forge 1 third 150 MW facility expected 2027 150.0 MW. Promised by 2027-12-31.
2026-01-07 - stated
Polaris Forge 1 Building ELN-03 capacity 150.0 MW. Promised by 2026-12-31.
2026-01-07 - stated
Polaris Forge 1 third facility capacity 150.0 MW. Promised by 2027-12-31.
2026-01-07 - stated
2026-01-07 - stated
2026-01-07 - stated
$2.35B 9.25% senior secured notes due 2030 2350000000.0 USD. Promised by 2030-12-31.
2026-01-07 - stated
2026-01-07 - stated
Polaris Forge 1 third 150 MW building 150.0 MW. Promised by 2027-12-31.
2026-02-08 - stated
2026-03-12 - stated
2026-03-31 - stated
2026-03-31 - stated
2026-03-31 - verified
ELN-02 Letter of Credit commitment 50000000.0 USD. Promised by 2026-04-29.
2026-03-31 - stated
2026-03-31 - stated
2026-03-31 - stated
2026-04-07 - stated
Polaris Forge 1 third HPC facility timeline 150.0 MW. Promised by 2027-12-31.
2026-04-07 - stated
Polaris Forge 1 second HPC facility timeline 150.0 MW. Promised by 2026-12-31.
2026-04-08 - stated
Polaris Forge 1 second 150 MW facility 150.0 MW. Promised by 2026-12-31.
2026-04-08 - stated
2026-04-08 - stated
Polaris Forge 1 third 150 MW facility 150.0 MW. Promised by 2027-12-31.
2026-04-08 - stated
2026-04-08 - stated
2026-04-08 - stated
2026-04-08 - stated
2026-04-08 - stated
Polaris Forge 1 third 150 MW building in 2027 150.0 MW. Promised by 2027-12-31.
2026-04-22 - stated
Polaris Forge 1 Building 3 delivery in 1H 2027 150.0 MW. Promised by 2027-01-01.
2026-04-22 - verified
Polaris Forge 1 Building 1 delivery in 2H 2025 100.0 MW. Promised by 2025-07-01.
2026-04-22 - verified
Polaris Forge 1 Building 2 delivery in 2H 2026 150.0 MW. Promised by 2026-07-01.
2026-04-22 - stated
2026-04-22 - stated
2026-04-22 - stated
2026-06-08 - stated
2026-06-08 - stated
2026-06-30 - stated
$1.59B 7% senior secured notes due 2031 1590000000.0 USD. Promised by 2031-01-01.
2026-07-26 - stated
2026-07-26 - stated
2026-07-26 - stated
2026-07-26 - stated
2026-07-27 - stated
2026-07-27 - stated
2026-07-27 - stated
2026-07-27 - stated
$1.59B 7.000% Senior Secured Notes due 2031 1590000000.0 USD. Promised by 2031-12-31.
2026-07-27 - stated
2026-07-27 - stated
$1.59B Senior Secured Notes due 2031 1.59 billion USD. Promised by 2031-01-01.
2026-07-27 - stated
2026-07-27 - stated
2026-07-27 - stated
$1.59 billion Senior Secured Notes offering 1590000000.0 USD. Promised by 2031-12-31.
2026-07-27 - stated
2026-07-27 - stated
2026-07-27 - stated
2026-07-28 - stated
2026-07-28 - stated
2026-07-28 - stated
Polaris Forge 1 third facility ready-for-service 150.0 MW. Promised by 2027-12-31.
2026-07-28 - stated
2026-07-28 - stated
Polaris Forge 1 third data center delivery timeline 150.0 MW. Promised by 2027-12-31.
2026-07-28 - stated
2026-07-29 - stated
2026-07-29 - stated
2026-07-29 - stated
Polaris Forge 1 Phase 3 ready-for-service date 150.0 MW. Promised by 2027-12-31.
2026-07-29 - stated
2026-07-29 - stated
2026-07-29 - stated
2026-08-13 - stated
2026-08-19 - stated
2026-08-22 - stated
2026-08-22 - stated
2026-09-01 - stated
CoreWeave Polaris Forge 1 lease 400.0 MW. Promised by 2027-06-30.
2026-09-03 - stated
2026-09-03 - stated
2026-09-04 - stated
2026-09-07 - stated
2026-09-07 - stated
2026-09-07 - stated
2026-09-07 - stated
2026-09-07 - stated
2026-09-07 - stated
2026-09-10 - stated
2026-09-17 - stated
2026-09-17 - stated
2026-09-17 - stated
2026-09-21 - stated
2026-09-23 - stated
2026-09-23 - stated
2026-09-23 - stated
2026-09-25 - stated
2026-09-25 - stated
2026-09-25 - stated
2026-09-25 - stated
CoreWeave Polaris Forge 1 lease 400.0 MW. Promised by 2027-06-30.
2026-09-25 - stated
2026-09-26 - stated
2026-09-29 - stated
2026-09-29 - stated
2026-09-29 - stated
Polaris Forge 1 delivery dates 400.0 MW. Promised by 2027-06-30.
2026-09-29 - stated
2026-10-01 - stated
2026-10-01 - stated
2026-10-02 - stated
2026-10-02 - stated
2026-10-02 - stated
2026-10-02 - stated
2026-10-02 - stated
2026-10-02 - stated
2026-10-02 - stated
2026-10-02 - stated
2026-10-02 - stated
2026-10-02 - stated
2026-10-03 - stated
2026-10-03 - stated
2026-10-03 - stated
2026-10-03 - stated
Polaris Forge 1 delivery 400.0 MW. Promised by 2027-06-30.
2026-10-05 - stated
2026-10-06 - stated
2026-10-06 - stated
2026-10-06 - stated
2026-10-06 - stated
Polaris Forge 1 delivery 400.0 MW. Promised by 2027-06-30.
2026-10-07 - stated
2026-10-07 - verified
2026-10-07 - stated
2026-10-07 - stated
2026-10-07 - stated
2026-10-07 - stated
2026-10-07 - stated
2026-10-07 - stated
2026-10-07 - stated
$1.59B 7.000% Senior Secured Notes due 2031 1590000000.0 USD. Promised by 2031-01-01.
2026-10-07 - stated
2026-10-07 - stated
2026-10-08 - stated
2026-10-08 - stated
2026-10-08 - stated
2026-10-08 - stated
2026-10-08 - stated
2026-10-08 - stated
APLD ComputeCo 3 $1.59B 7% notes due 2031 1590000000.0 USD. Promised by 2031-12-31.
2026-10-08 - stated
2026-10-08 - stated
2026-10-08 - stated
2026-10-08 - stated
$1.59B senior secured notes 1590000000.0 USD.
2026-10-08 - stated
CoreWeave leases at Polaris Forge 1 400.0 MW. Promised by 2027-06-30.
2026-10-08 - stated
2026-10-08 - stated
$1.59B 7.000% Senior Secured Notes due 2031 1590000000.0 USD. Promised by 2031-12-31.
2026-10-08 - stated
2026-10-08 - stated
2026-10-08 - stated
2026-10-09 - stated
2026-10-09 - stated
Polaris Forge 1 to reach 300 MW by year-end 300.0 MW. Promised by 2026-12-31.
2026-10-11 - stated
2026-10-11 - stated
2026-10-11 - stated
2026-10-12 - stated
2026-10-12 - stated
2026-10-13 - stated
2026-10-13 - stated
2026-10-14 - stated
2026-10-15 - stated

Site intelligence

Analytical estimate. Each site below is located from public records (filings, releases, news, OpenStreetMap) and checked against free satellite imagery; "How we located this site" lists every step and the score it earned. The conclusion is computed from night-time lights, surface heat and year-over-year change, with the dates it rests on. These are hypotheses under active tracking, not legal parcels or an official endorsement.
Applied Digital / Ellendale Data Center
High
Dickey County, ND
46.0134, -98.5733
Approximate address 2C7G+9M Ellendale, ND, USA Reverse-geocoded from the candidate centroid; not a permit-confirmed parcel address.
Conclusion so far Operating: the site is lit at night like a running facility. · confidence 75%
Running: night-time lights at the site ran 10.31x the surrounding area (10 of 11 clear nights, 2026-07-05 to 2026-10-04); surface temperature +0.5 K against its surroundings (8 pass(es), 2026-07-14 to 2026-10-17). Based on 55 clear observation(s) from 2026-06-21 to 2026-10-19.
What would change this: Lights going dark over several clear nights.
Latest clear imagery: Google 2026-10-18 · ECOSTRESS thermal 2026-10-17 · Sentinel-2 2026-10-16 · radar 2026-10-13 · Landsat 2026-10-10 · night lights 2026-10-04 · NAIP 2023-06-20
Newest clear images107 clear image date(s)
Visual view of applied-digital-polaris-forge-1, 2026-10-18 (Google Earth (wide view))
2026-10-18Google Earth (wide view) · 3.32 m/pixel
Visual view of applied-digital-polaris-forge-1, 2026-10-18 (Google Earth (close view))
2026-10-18Google Earth (close view) · 0.41 m/pixel
Thermal view of applied-digital-polaris-forge-1, 2026-10-17 (ECOSTRESS thermal)
2026-10-17ECOSTRESS thermal · 70 m/pixel
Visual view of applied-digital-polaris-forge-1, 2026-10-16 (Sentinel-2)
2026-10-16Sentinel-2 · 10 m/pixel
How we located this site
60/100 (high): footprint location 40 + 1 independent source family 10 + OSM feature named for the project 10
  1. Starting point (the project's stated locality) 2026-10-19
    9685 87th Ave SE, Ellendale, ND → 46.00614, -98.56874 (street)
  2. Located from a published address 2026-10-19
    9685 87th Ave SE, Ellendale, ND → 46.00614, -98.56874 (street)
  3. Located from a published address 2026-10-19
    Applied Digital / Ellendale Data Center → 46.01339, -98.57331 (footprint), 0.9 km from seed
  4. OpenStreetMap features nearby 2026-10-19
    1 named match(es)
Recent changes
  • 2026-10-10 vs 2026-09-09: clearing or grading visible — Over the 31-day interval, Landsat surface reflectance shows decreased vegetation (NDVI −0.163) and increased built-up/bare-surface signal (NDBI +0.150), consistent with clearing or grading, with a concurrent NDWI increase (+0.095) that may reflect exposed moist soil or surface water.
  • 2026-04-10 vs 2026-03-16: new roof or pavement visible
  • 2025-07-12 vs 2025-06-18: vegetation recovery visible
  • 2026-01-12 vs 2025-12-03: new roof or pavement visible
  • 2025-12-15 vs 2025-11-30: new roof or pavement visible

Satellite imagery on this page is drawn from the Google Earth satellite basemap, USDA NAIP aerial photography (~1 m/pixel), ESA Sentinel-2 multispectral (10 m, with per-date cloud masks), NASA / USGS Landsat 8/9 (30 m, plus surface temperature), ESA Sentinel-1 radar (all-weather, night), NASA ECOSTRESS thermal (~70 m), and NASA Black Marble night lights (500 m, daily). Each image is dated, labelled by source and pixel resolution, and downloadable at its native size; cloudy dates are kept and marked rather than hidden. New scenes are pulled daily as each provider publishes them.