Headquartered in Easton, MD Fiscal year ends December NASDAQ: WULF terawulf.com
TeraWulf Inc. develops, owns and operates large-scale, power-backed digital infrastructure in the United States, purpose-built for high-performance computing (HPC) and artificial intelligence workloads. The company combines long-term control of land, power and interconnection infrastructure with deep expertise in energy markets, infrastructure development and data center operations. TeraWulf operates the Lake Mariner Data Campus in New York with 102 MW of revenue-generating critical IT capacity and 336 MW under construction, and is developing additional large-scale campuses including the Justified Data Campus and Muskie Data Campus in Kentucky and the Chesapeake Data Campus in Maryland. The company's platform spans approximately 2.1 GW of controlled pipeline across five sites, with approximately 839 MW of contracted critical IT capacity through long-term leases with hyperscaler-grade customers including Anthropic, Fluidstack (backed by Google credit support), and Core42. TeraWulf also operates legacy bitcoin mining infrastructure at Lake Mariner, portions of which are being repurposed to support contracted HPC development. The company's business model centers on securing power-advantaged brownfield sites, entering 10-20 year credit-backed customer leases, and delivering capacity in sequential phases, targeting 250-500 MW of incremental capacity signings annually. Updated
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A trader buying the 50% drawdown in an AI data center name is betting the Anthropic lease matters more than the leverage behind it, and the thread's top replies go straight at the debt math. The disagreement worth stealing: contracted power revenue is only as good as the rates financing the build.
A weekend response from TeraWulf‘s (NASDAQ:WULF) chief executive is lifting the former Bitcoin miners now racing to build AI data centers, with TeraWulf shares leading the charge. The pushback targets a worry…
Power scarcity has become the defining trade in artificial intelligence (AI) infrastructure stocks, and a pointed message from one data-center developer’s chief executive just gave the whole group a fresh push. TeraWulf…
A renewed debate over whether specialized AI cloud providers can pay for their buildouts is creating volatility in IREN Limited (NASDAQ:IREN) stock, even after a direct reassurance from its co-CEO. In morning…
AI infrastructure stocks are bouncing back as last week’s selloff in the group starts to unwind. TeraWulf (NASDAQ:WULF) stock is at $12.42, up 6% in morning trading, moving in step with the…
Investors are souring on leveraged AI data center developers again. Applied Digital (NASDAQ:APLD) stock has fallen 4%, recently trading around $19.59, extending a rotation out of highly valued, debt-heavy AI infrastructure stocks.…
Shares of IREN Limited (NASDAQ:IREN) are up 4% to $36.70 in morning trading after a report linked the artificial intelligence (AI) cloud provider to Anthropic. That report, which neither company has confirmed,…
Applied Digital has shed more than half its value from its peak, yet analysts keep piling on buy ratings with targets that sit above where the stock was trading at its best.…
A batch of outage claims is hitting the companies that rent data center capacity to artificial intelligence customers, and the names with the most to prove are taking the worst of it.…
Data center and artificial intelligence infrastructure names are being sold together as long-term Treasury yields push higher, and the pressure is landing hardest on the most financing-dependent builders. Cipher Digital (NASDAQ:CIFR) stock…
Rising borrowing costs hit data center companies hardest. Those still raising money to build capacity for artificial intelligence (AI) customers include three stocks falling much harder than their sector fund. Shares of…
A Finland power agreement is giving Applied Digital (NASDAQ:APLD) its first data center development outside the United States, and buyers are rewarding that step. Applied Digital stock is at $25.43, up 3%…
A bigger power contract usually reads as good news for a company selling artificial intelligence (AI) data center capacity, yet TeraWulf (NASDAQ:WULF) is heading the other way after doubling the electric supply…
A broad rebound is running through the digital power stocks. That rebound turned former crypto mining sites into artificial intelligence data centers, and TeraWulf (NASDAQ:WULF) is leading the charge. Shares of TeraWulf…
Cipher Digital (NASDAQ:CIFR) stock slipped 3% on Wednesday despite a 20-year extension of its Barber Lake lease that lifts total contracted revenue at the Texas data-center campus above $9 billion. TeraWulf (NASDAQ:WULF)…
Jones Trading started coverage of Applied Digital (NASDAQ:APLD) with a Buy rating, yet the data center operator is slipping in early trading. Applied Digital stock is down 6% to $24.70. That reaction…
TeraWulf Inc. develops, owns and operates large-scale, power-backed digital infrastructure in the United States, purpose-built for high-performance computing (HPC) and artificial intelligence workloads.
The Wall Street consensus 12-month price target for WULF is $32.25.
