AI Power & Site Readiness
Company: Applied Digital
Site / campus: Ellendale, ND (CoreWeave tenant)Phase: Phase 1 (50 MW)
Verdict
Phase 1 appears already in service (realized milestone), but deliverable capacity is below the peer cohort median under the curtailment-risk proxy. Carbon intensity remains worse than the pinned peer cohort. Renewable content is shown as a state grid‑mix proxy. The final score is a weighted blend of schedule, deliverability, cost, carbon, and reliability views.
Site Readiness Index
86%
index
ProxyConfidence 71%Better than median
Benchmark
Median: 45% · Top quartile: 54%
Top drivers (why)
- 1Schedule outlook (time-to-power)In-service hit probability is 1.0 and expected slippage is 0 days (realized Phase 1 milestone), but schedule-chain inputs are proxy-heavy and marked stale; validate current execution details before external distribution.
- 2Power deliverability strengthDeliverable capacity by target is below the peer cohort median under the curtailment-risk proxy; validate node-level deliverability and curtailment exposure for the 50 MW tranche.
- 3Carbon intensity headwindExpected emissions intensity is worse than the peer cohort median, while renewable content (grid‑mix proxy) is above the top quartile; validate contracted renewables posture before external distribution.
KPI snapshot (median / top quartile benchmarks)
| KPI | Current | Benchmark (Median / Top quartile) | Confidence |
|---|---|---|---|
Site Readiness Index Stale | 86%index ProxyBetter than median | 45% / 54% median / top quartile | 71% proxy-heavy |
Probability of Hitting In‑Service Date Stale | 100% InferredBetter than median | 30% / 46% median / top quartile | 70% |
Schedule Slippage (Days) Stale | 0days InferredBetter than median | 341 / 456 median / top quartile | 70% |
Deliverable Capacity by Target (MW) Stale | 37.137MW ComputedWorse than median | 44.73 / 68.89 median / top quartile | 79% |
Blended Effective Power Rate ($/MWh) Current | $85USD/MWh Computed | — / — median / top quartile | 81% |
Expected Emissions Intensity (kgCO₂e/MWh) Current | 420.299kgCO2e/MWh ProxyWorse than median | 348.95 / 458.42 median / top quartile | 58% proxy-heavy |
Reliability Risk Index Stale | 13%index ComputedBetter than median | 44% / 64% median / top quartile | 55% |
Total Delay Cost Exposure ($) Stale | $0 Proxy | — / — median / top quartile | 79% proxy-heavy |
Renewable Content (%) Current | 26% ComputedBetter than median | 11% / 23% median / top quartile | 95% |
Next step
Validate the grid deliverability/curtailment posture for the 50 MW tranche and confirm any contracted renewables posture, then refresh this snapshot.