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NewsTopic · CoreWeave动态1 min read·2026-10-05DisconfirmAI Editorial

Applied Digital Brings 250 MW Online at North Dakota AI Campus

Applied Digital announced an additional 75 MW of ready-for-service capacity at its Polaris Forge 1 campus, bringing total operational load to 250 MW, over 60% of CoreWeave's contracted volume.

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Verified 2026-10-05 13:07 GMT+8

Applied Digital announced on October 2 that it has brought an additional 75 megawatts of critical IT load online at its Polaris Forge 1 AI data center campus in Ellendale, North Dakota, raising fully operational capacity to 250 MW.

This delivery completes Building 2’s full 150 MW phase, consisting of three new 25 MW data halls. Prior to this, the campus had already delivered 100 MW from Building 1 and an initial 75 MW from Building 2.

CEO Wes Cummins stated that the milestone demonstrates the company’s ability to transform large-scale power into usable AI infrastructure. The campus is contracted to deliver 400 MW at full buildout for CoreWeave, meaning more than 60% of the contracted capacity is now ready for customer equipment.

It is important to note that “Ready for Service” status indicates infrastructure availability but does not disclose server installation, utilization rates, or recognized rental revenue. The remaining 150 MW of construction remains a key metric to watch.

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原始出处
ir.applieddigital.com
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CoreWeave动态

CoreWeave正试图通过软件平台化来巩固其作为AI基础设施核心的地位。2026年10月初,该公司密集发布了Forge平台、Nvidia Vera CPU支持及跨区域对象存储功能,旨在将推理、观测与再训练串联成自动化闭环,降低智能体迭代门…

5 steps8 piecesUpdated 2026-10-17 05:41

How it got here

  1. 2026-10-02CoreWeave宣布引入英伟达Vera CPU,并上线对象存储跨区域写入与归档层功能。
  2. 2026-10-03CoreWeave发布Forge平台,实现模型检查点热加载,连接推理与强化学习闭环。
  3. 2026-10-05Applied Digital北达科他州AI园区新增75兆瓦就绪容量,总运营规模达250兆瓦。

What is still unsettled

  • Forge平台的“热加载”和“自动再训练”功能在实际客户生产环境中的稳定性与性能提升幅度是否达到厂商宣称水平?
  • Applied Digital新增的250兆瓦容量中,有多少已正式签约给CoreWeave或其他客户,空置率如何?
  • 面对信用利差扩大,CoreWeave后续是否有具体的融资计划或资产负债表调整措施以缓解市场担忧?

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  • CoreWeave Engineer Joël Henry: When to Use AI Agents to Build Tools vs. As Tools in Data Center Anomaly Detection2026-10-16
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