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What is established
Partially operational. 400 MW announced (critical it load); expected Dec 2025; owned or developed by Applied Digital.
What is not disclosed
Accelerator count, hardware platform, project capex, named tenant, power source, cooling technology — not disclosed by any source on this page. Recorded as unknown, never as zero.
Analyst note
Capex null per rules: the headline '$11B' is contracted lease revenue ('brings Applied Digital's total anticipated contracted lease revenue to approximately $11B'), not construction capex. 400MW is critical IT load (leases ~15 years, first two signed May-June 2025). Applied Digital is also developing Polaris Forge 2 (Harwood, ND). First 50MW came online 2025; Building 1 Phase 1 ready-for-service achieved for CoreWeave.
Physical work is under way and the evidence includes a primary source.
Power readiness
Capacity basis stated
The source distinguishes IT load from total site power or on-site generation.
Derived from the evidence on this page by a published rule, not a model. How this is calculated.
46.0030, -98.5270
The expected opening date has passed with no actual opening recorded. This project is in the verification queue.
No companies linked to this project yet.
| Metric | Value | Confidence | As of | Basis / methodology | Source |
|---|---|---|---|---|---|
| Power | 400 MW | High | Not disclosed | Basis: IT load. Announced target, not energized capacity. Note: Capex null per rules: the headline '$11B' is contracted lease revenue ('brings Applied Digital's total anticipated contracted lease revenue to approximately $11B'), not construction capex. 400MW is critical IT load (leases ~15 years, first two signed May-June 2025). Applied Digital is also developing Polaris Forge 2 (Harwood, ND). First 50MW came online 2025; Building 1 Phase 1 ready-for-service achieved for CoreWeave. | Applied Digital IR |
Applied Digital IR · Aug 29, 2025 · accessed Jul 29, 2026
The total critical IT capacity across these three long-term lease agreements will encompass 400MW across Applied Digital's sprawling, purpose-built Polaris Forge 1 Campus. The Polaris Forge 1 Campus in Ellendale is engineered to scale up to 1 gigawatt over time.
Reliability
95/100
Capex null per rules: the headline '$11B' is contracted lease revenue ('brings Applied Digital's total anticipated contracted lease revenue to approximately $11B'), not construction capex. 400MW is critical IT load (leases ~15 years, first two signed May-June 2025). Applied Digital is also developing Polaris Forge 2 (Harwood, ND). First 50MW came online 2025; Building 1 Phase 1 ready-for-service achieved for CoreWeave.
No revisions recorded.
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