DCQ

Applied Digital Ellendale

Ellendale, North Dakota
Applied Digital
Power

400 MW

Overview

Polaris Forge 1 AI Factory. Building 1 (100MW) fully operational Nov 2025. CoreWeave tenant (400MW total lease, $11B revenue). 1GW potential at full scale.

Key Tenant: CoreWeave

Key Points

  • Polaris Forge 1 AI Factory Campus
  • Building 1: 100MW fully operational Nov 2025
  • CoreWeave lease: 250MW (Jun 2025) + 150MW (Aug 2025) = 400MW total
  • ~$11B total anticipated lease revenue
  • Building 2 (150MW): mid-2026, Building 3 (150MW): 2027
  • Potential to scale to 1GW; community investment in Ellendale housing

Certifications

SOC 2