TeraWulf: High-Impact Business Pivot
TeraWulf is rapidly transitioning into a high-performance computing Data Center provider, benefiting from surging AI-driven CapEx investments. WULF's landmark deal with Fluidstack in August, backed by Google, significantly boosts its revenue backlog and cements its role with Tier 1 hyperscalers. The total value (based off of contracted value) of the Fluidstack deal now sits at $6.7B, following an option exercise shortly after the initial deal.
TeraWulf: From Bitcoin Dust To AI Gold
Q2 2025 revenue hit $47.6M (+34% YoY) with $14.5M EBITDA, signaling a shift beyond Bitcoin mining. Fluidstack–Google deal secures $3.7B over 10 years, expandable to $8.7B with added capacity. Google's $3.2B backstop and 14% stake strengthen credit profile and unlock cheaper capital.
TeraWulf's 'Google Put' Is Groundbreaking
TeraWulf is pivoting from crypto mining to AI/HPC data center infrastructure, securing major deals with Core42 and Google/Fluidstack. TeraWulf's partnerships could generate up to $15.7B in revenue over a decade, with Google backstopping $3.2B in lease obligations and taking a 14% equity stake. Aggressive buildout targets and innovative deal structures position TeraWulf for rapid growth, with analysts forecasting near 100% CAGR in revenue over two years.
TeraWulf: Bitcoin Miner To HPC Powerhouse - Dip Buying Opportunity Ahead
WULF's timely transition to HPC opportunities has been backed by the insatiable cloud demand and the higher data center related capex trends. This is especially since bitcoin miners face increasingly expensive operations from the April 2024 halving, the volatility arising from cryptocurrency trade, and the reduced supply moving forward. WULF has strategically leveraged its existing infrastructure across low-cost, predominantly zero-carbon power, racks, and cooling systems, along with veteran energy infrastructure management team.
TeraWulf: Positioned To Ride The Bitcoin And AI Infrastructure Boom
TeraWulf is rated a buy with a $16.50 price target, offering 24% upside due to its AI and Bitcoin mining pivot. WULF's strategic shift to AI infrastructure, highlighted by a major Fluidstack/Google deal, diversifies revenue and reduces Bitcoin volatility risk. Strong Bitcoin seasonality, pro-crypto U.S. policies, and rising institutional adoption create a favorable environment for WULF's continued growth.
The Big 3: WULF, APLD, UUUU
"Nothing's going to stop this train" when it comes to the A.I. trade, says @Stockstotrade's Tim Bohen.
TeraWulf: Riding The AI Wave
TeraWulf is quickly transitioning from bitcoin mining to a digital infrastructure provider, securing major AI hosting contracts and Google backing. WULF's expanded deal with Fluidstack and a $3.2 billion Google commitment position the company for $760 million in annual revenue and strong cash flow. The company plans to scale power capacity to 1,150 MW by 2030, potentially doubling revenue to $1.5 billion annually as AI infrastructure demand grows.
What's Next For TeraWulf Stock?
TeraWulf (NASDAQ: WULF), a firm previously characterized by the volatile nature of Bitcoin mining, has recently made an impressive shift that has propelled its stock upwards. On August 14, 2025, the company revealed a significant 10-year agreement with AI cloud service provider Fluidstack, a contract that immediately altered its course and investor outlook.
Overlooked Stock: WULF Revenue Expansion, GOOGL Backing
Terawulf (WULF) rallied to a 3-year high after it the Bitcoin miner owner expanded opportunities for its balance sheet. It's not just financials — partnerships added momentum to the company's rise.
TeraWulf Inc. (WULF) Q2 2025 Earnings Call Transcript
TeraWulf Inc. (NASDAQ:WULF ) Q2 2025 Earnings Conference Call August 14, 2025 8:00 AM ET Company Participants John Paul Larkin - Senior VP & Director of Investor Relations Kerri M. Langlais - Chief Strategy Officer & Executive Director Nazar M.
TeraWulf: Google-Backed HPC Contract Drives Momentum (Rating Upgrade)
TeraWulf's pivot to HPC hosting is proving successful, securing a $3.7B contract with Fluidstack, backed by Google, and building a strong backlog. TeraWulf's asset-light strategy focuses on infrastructure rather than GPU ownership, minimizing depreciation risk and ensuring predictable, high-margin revenue streams. Signed contracts, clear unit economics, and secured power capacity provide strong visibility into future cash flows and support a Buy rating upgrade.
TeraWulf Stock Soars 43% on Google-Backed AI Hosting Deal
As part of the $3.7 billion deal, Google will take a stake in the Bitcoin mining company.
