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Midwest / Great Plains · SLG Market Intelligence

North Dakota

One of the most consolidated technology buyers in the country — North Dakota runs nearly the entire public sector through a single agency (NDIT) — and an energy-fueled AI data-center boom is putting the state on the national AI-infrastructure map.

Last updated Aug 5, 2026
Biennial (2025–27)Fiscal CycleNDITCentral IT BuyerSTAGEnet (100GB)Statewide NetworkPolaris Forge (Applied Digital)AI Infrastructure

Executive Summary

~250K6
Devices on STAGEnet
Single statewide converged network
16
Central IT agency
NDIT serves nearly all public entities
$3B8
Polaris Forge 2 AI campus
Applied Digital, Harwood; 280MW
20283
Statewide fiber goal
First state with universal fiber access

North Dakota is the most consolidated state-government technology environment in the U.S. — and for a Dell seller that changes everything about how you cover the account. North Dakota Information Technology (NDIT) centrally delivers IT for nearly the entire public sector: state agencies, higher education (NDUS), K-12, counties, cities, the courts and the legislative branch all sit on the state-owned STAGEnet network and largely buy through NDIT. That means one CIO, one CISO, and one set of standards drive a 'whole-of-state' motion across ~250,000 devices. Two macro themes define 2025-26: (1) a statewide cybersecurity and K-20 cyber-education model (the PK-20W / 'PoweredByND' approach) that NDIT runs for the entire state, and (2) an energy-driven AI data-center buildout — Applied Digital's Polaris Forge campuses near Ellendale and Harwood (leased to CoreWeave, supporting Nvidia Blackwell), plus flared-gas and crypto-to-AI conversions — turning cheap power and cold climate into national AI-infrastructure capacity. For Dell, the public-sector buying motion is unusually centralized through NDIT and OMB State Procurement, while the private AI-factory boom is a separate, fast-moving ISG opportunity.

Where Dell can play
  • Consolidated whole-of-state refresh: with NDIT buying client, datacenter, and network for nearly all public entities, a single relationship scales across agencies, NDUS, K-12 and local government.
  • AI-infrastructure / 'AI factory' demand tied to the Applied Digital Polaris Forge buildout and other energy-powered data centers (PowerEdge, networking, liquid cooling, services).
  • Whole-of-state cybersecurity: secure compute, endpoint, and infrastructure aligned to NDIT's centralized CISO function and PK-20W cyber program.
  • Higher-ed and research computing across the North Dakota University System, including UND's UAS / autonomy and aerospace programs in Grand Forks.

Dell Action Plan

  • Treat NDIT as the keystone account: because nearly all public-sector IT runs through one agency on STAGEnet, a single, well-positioned relationship scales across agencies, NDUS, K-12 and local government.
  • Lead AI-infrastructure with the data-center boom: tie Dell ISG / AI Factory, networking and liquid-cooling offerings to Applied Digital's Polaris Forge campuses and other energy-powered builds (a commercial-ISG motion alongside the public-sector one).
  • Align to the whole-of-state security mandate: position secure compute, endpoint and infrastructure to NDIT's centralized CISO and the PK-20W cyber program.
  • Clear the procurement gates early: confirm Dell coverage on OMB cooperative state contracts, plan for NDIT's IT Review, and pass the mandatory third-party (cloud/data-hosting) security assessment before pursuing as-a-service deals.
  • Engage NDUS / UND research computing for UAS, autonomy and aerospace workloads concentrated in Grand Forks.

Budget & Fiscal

North Dakota budgets on a two-year (biennial) cycle; the current biennium runs July 1, 2025 through June 30, 2027 and was set by the 69th Legislative Assembly (adjourned May 3, 2025). NDIT operates largely as an internal-service / rate-funded enterprise: in April of each even-numbered year it sets service rates for the upcoming biennium, and those rates generally hold for the two years because agencies cannot request additional funds mid-biennium. There is no single public 'state IT budget' line; technology spend flows through NDIT rates and through individual agency, higher-ed, and local budgets that buy NDIT services.

2025–272
Current biennium
Set by the 69th Legislative Assembly
48 mo1
Laptop refresh cycle
Extended from prior cycle, eff. July 1 2025
10–20%1
Hardware cost rise
NDIT projection for the biennium
Technology & security funding this biennium
Natural-gas pipeline guarantee (data-center power)
Loan-guarantee ceiling raised in 2025 session to power data centers
$500M
Polaris Forge 2 AI campus (private)
Applied Digital private investment, Harwood — 280MW
$3B
Desktop refresh cycle
Extended desktop/monitor replacement cadence
60 mo
  • Figures are biennial (two-year) or program-specific; the $3B Polaris Forge and $500M pipeline guarantee are private/economic-development items, not state IT appropriations.
  • NDIT's rate-funded model means most public-sector technology dollars are visible as NDIT service rates rather than a single legislative IT line — confirm rate vs. capital funding before forecasting.

Initiatives & Policy

Whole-of-State Consolidation (NDIT + STAGEnet)6

Mature / ongoing

North Dakota runs one of the most consolidated public-sector IT models in the nation. NDIT centrally delivers technology for state agencies, the university system, K-12, counties, cities, the courts and the legislature, all riding the state-owned STAGEnet 100GB fiber network (~250,000 devices). For Dell this means a single, scalable relationship can touch nearly every public entity in the state — but it also means standards and approvals funnel through one agency.

Dell fit85
Budget strength75
ConsolidationNetworkWhole-of-State

AI Data-Center / Polaris Forge Buildout8

Accelerating

Cheap power, cold climate and flared natural gas are drawing hyperscale AI infrastructure. Applied Digital's Polaris Forge 1 (Ellendale, 400MW, leased to CoreWeave, supporting Nvidia Blackwell, claimed largest liquid-cooled deployment) is online in stages, and the $3B, 280MW Polaris Forge 2 broke ground near Harwood in late 2025. This is the strongest tailwind for Dell ISG / AI-factory and networking demand in the state.

Dell fit90
Budget strength85
AI InfrastructureData CentersEnergy

Whole-of-State Cybersecurity & PK-20W7

National model

NDIT runs cyber defense and risk management for the entire public sector under a centralized CISO, and the PK-20W initiative makes North Dakota the first state to require computer-science and cybersecurity education at every K-12 grade level. The state's layered, zero-trust posture defends against billions of threats annually. A consolidated security mandate creates demand for secure compute, endpoint, and infrastructure across agencies, schools and local government.

Dell fit75
Budget strength65
CybersecurityEducationWhole-of-State

Universal Broadband / Fiber by 20284

On track

North Dakota is on track to become the first state where every home and business can access high-speed fiber by 2028, built largely through telecom cooperatives and private carriers. CIO Corey Mock has named connectivity — fiber, plus a statewide interoperable first-responder radio network targeted for 2027 — as a top priority. Edge connectivity expands the addressable footprint for managed, public-sector technology.

Dell fit45
Budget strength60
BroadbandConnectivityRural

UAS / Autonomy & Aerospace (Grand Forks / UND)9

Expanding

Grand Forks and the University of North Dakota anchor a national UAS / drone ecosystem: the Northern Plains UAS Test Site, the Vantis BVLOS network (first nonfederal entity to use unfiltered FAA radar data), and Project ULTRA defense cargo flights between Grand Forks AFB and Cavalier Space Force Station. These autonomy, sensor and aerospace workloads drive research-computing and edge-compute demand within NDUS.

Dell fit65
Budget strength55
UASResearch ComputingDefense

Procurement & Competition

Public-sector technology buying is centralized through NDIT and OMB's State Procurement Office. NDIT adopts OMB Central Services Division purchasing procedures (the State Procurement Manual) as the standard for all technology purchases, and agencies must initiate an IT Review for buys above approval limits. Per N.D.C.C. 54-59-22, agencies (unless exempted) must obtain application and hosting services through NDIT. Cooperative state contracts established by the State Procurement Office are usable by a broad set of eligible entities — cities, counties, townships, public education, tribal entities and transit authorities.

Vehicle / gateWhat it means for Dell
OMB State Procurement cooperative contractsPre-competed state contracts open to state agencies, higher-ed, local government, tribal entities and more. Confirm Dell agreements and resellers are current and scoped.
NDIT IT Procurement / IT ReviewNDIT co-develops RFP/contract templates with OMB and runs the mandatory IT Review for purchases above approval limits; hosting/application services route through NDIT.
Third-party (cloud) risk assessmentSince July 2023, any new vendor hosting state data or with admin access to NDIT systems must pass a third-party security assessment — a gate to clear early, including at renewal.
Key buying entityRole
NDITCentral IT delivery, standards, security and procurement gatekeeper for nearly the entire public sector.
OMB State Procurement OfficeOwns the State Procurement Manual and cooperative state contracts; partners with NDIT on technology buys.
North Dakota University System (NDUS)Higher-ed and research-computing buyer, incl. UND aerospace/UAS and autonomy workloads.
K-12 / EduTech & local governmentServed via NDIT and STAGEnet; reached through the same consolidated motion and PK-20W program.
Competitive landscape

North Dakota is a relationship- and standards-driven market: because NDIT centralizes delivery and approvals, the path runs through a small number of decision-makers and a mandatory IT Review / third-party assessment process. Differentiation comes from whole-of-state scale, AI-infrastructure capability tied to the data-center boom, and security-aligned offerings rather than price alone. The private AI data-center buildout (Applied Digital and peers) is a separate, faster commercial-ISG motion outside the public-sector gates.

Power Structure

Decision-makerWhy they matter
Kelly Armstrong4
Governor · State of North Dakota
Took office Dec 2024; champions energy-driven economic development and the AI data-center buildout.
Corey Mock4
State CIO · NDIT
Named by Gov.-elect Armstrong, Nov 2024; ND's 9th CIO and a former state representative. Appointed to the NASCIO Executive Committee (term through 2026). Priorities: connectivity, ND Gateway portal, and 2026 data-hub/data-maturity work.
Chris Gergen7
Chief Information Security Officer · NDIT
Named CISO July 2025 after serving as interim; leads the whole-of-state cyber strategy. Confirmed current as of June 2026.
John Rodenbiker13
Director of Cyber Operations · NDIT
Named Jan 2026 from the private sector (BCBS of ND, Doosan Bobcat, Eide Bailly); runs the state cyber operations center under CISO Gergen.
Office of Management and Budget (OMB)5
State Procurement & budget · State of North Dakota
Owns the State Procurement Manual and cooperative contracts; one of NDIT's 'triumvirate of back-of-house services.'
North Dakota University System (NDUS)9
Higher-ed governance · State Board of Higher Education
Drives research computing, including UND's UAS/autonomy and aerospace programs in Grand Forks.

News & Signals

Jul 15 2026
AIPolicyData Centers
ND AI & Data Center interim committee holds first meeting in Bismarck14
The new legislative committee (chaired by Rep. Jonathan Warrey) heard presentations on AI regulation nationally and a proposed model zoning ordinance to help counties and cities that don't yet have a framework for siting data centers; the committee continues meeting (next session Aug. 13) toward possible 2027 legislation. Signals ND is moving to standardize local siting rules — track for how it shapes future site approvals.
Jul 13 2026
Data CentersAI
Applied Digital signs road-use agreement with Oliver County for a third ND data-center site ('AI Factory' near Center)15
The county has signed a road-use/operations agreement with Applied Digital subsidiary APLD BIS-01, though the rezoning vote is still pending; the company hopes to break ground in summer 2026 with completion in 18-24 months and expects ~200 full-time jobs. A third greenfield ND site beyond Ellendale and Harwood — continued proof the state's AI-infrastructure pipeline keeps expanding.
Jul 1 2026
Data CentersAI
Applied Digital delivers second building at Polaris Forge 1 (Ellendale), pushing live capacity to 175MW16
Building 2 Phase 1 (75MW) reached Ready for Service on schedule, following the initial 100MW building — total live IT load at Ellendale is now 175MW en route to a contracted 400MW. Concrete evidence the Polaris Forge buildout is delivering capacity on schedule, not just breaking ground.
Jun 16 2026
Data CentersAI
Applied Digital closes $1.59B notes to fund 150MW 'ELN-04' at Polaris Forge 1 (Ellendale)10
Fourth building adds 150MW of critical AI IT load at Ellendale; with the March 2026 $2.15B Harwood raise, Applied Digital has raised >$4B in one quarter — deepening ND's AI-infrastructure ecosystem and adjacency-selling opportunities.
Jun 5 2026
Data CentersAI
Applied Digital signs MOU to assign Polaris Forge 1 'Building 3' lease to a CoreWeave subsidiary10
Extends the ~$7B, 15-year Applied Digital–CoreWeave relationship at Ellendale; confirms hyperscaler AI demand anchoring in ND and strengthens the case for state/local digital-infrastructure investment around the campuses.
Jun 2026
AIPolicyData Centers
ND lawmakers create interim Artificial Intelligence & Data Center Committee ahead of 2027 session11
Announced June 25, 2026 and chaired by Rep. Jonathan Warrey (citizen members include former NDUS Chancellor Mark Hagerott); will study AI/data-center policy, power and water capacity, and possible 2027 legislation. Signals data-center growth is now a top state-policy theme — relevant context for the AI-infrastructure motion, though Gov. Armstrong has cautioned against industry-specific rules.
Jun 2026
AIDigital GovernmentLeadership
NDIT + Dept. of Commerce launch 'Dakota BOT' AI chatbot as a statewide digital front door12
Launched June 26, 2026 across ND.gov and affiliated agency sites; an NDIT-run generative-AI citizen-service tool already resolving ~91% of queries. Demonstrates NDIT's appetite for enterprise AI and adjacent compute/data demand under the whole-of-state model.
Jan 2026
LeadershipCybersecurity
NDIT names John Rodenbiker Director of Cyber Operations (from private sector)13
Effective Jan 2026, Rodenbiker (ex-BCBS of ND, Doosan Bobcat, Eide Bailly) leads NDIT's cyber operations center under CISO Chris Gergen — a useful security operations contact within the centralized whole-of-state team.
Sep 2025
Data CentersAI
Applied Digital breaks ground on $3B Polaris Forge 2 (Harwood, 280MW)8
Signals the scale of AI-infrastructure investment landing in North Dakota; expands the ISG/AI-factory opportunity.