TeraWulf Inc. (WULF)
Anthropic signs lease for TeraWulf data center in Kentucky
The data center will have capacity of around 400 megawatts with first power delivery expected in the second half of 2027. The lease is initially expected to generate around $19 billion in revenue.
TeraWulf: HPC Inflection Has Arrived
TeraWulf (WULF) is executing a power-first, HPC-focused strategy, with Q1 marking the inflection as HPC lease revenue surged 117% sequentially. WULF's platform now delivers over 60% of revenue from HPC leases, supported by a $13B+ contracted backlog and 85% segment margin, highlighting structural differentiation. Balance sheet strength is evident with $3.1B in cash, 82% of WULF Compute capex secured, and disciplined capital recycling supporting rapid multi-site expansion.
TeraWulf gets Bank of America backing with Buy initiation
TeraWulf (NASDQ:WULF) shares rose 8% after Bank of America initiated coverage of the company with a Buy rating and a $34 price objective, citing its transition from bitcoin mining to AI-focused high-performance computing infrastructure as a key value driver. Analysts said TeraWulf is developing digital infrastructure to meet surging AI demand, with a pipeline expected to reach between 1.8 and 3 gigawatts of critical IT load capacity by 2030.
TeraWulf: Why I Am Doubling Down At 1-Year Highs
TeraWulf (WULF) has pivoted from crypto mining to high-performance computing, driving a 600%+ share price surge in the last year. The recent Kentucky hyperscale acquisition is set to add over 1 GW of Data Center capacity, accelerating WULF's revenue ramp and market positioning. TeraWulf saw its first quarter in Q1'26 in which its HPC segment generated larger revenues than its legacy cryptocurrency mining business.
TeraWulf Bets on Power Infrastructure to Lead AI Build-Out
The artificial intelligence (AI) revolution isn't being built on silicon alone; it's being built on the electric grid. As hyperscale cloud providers and AI developers race to deploy next-generation computing, they are colliding with a hard physical limit: power.
Strategy vs. TeraWulf: Which Bitcoin Stock Is a Safe Investment Bet?
WULF's AI and HPC expansion contrasts with MSTR's Bitcoin-heavy model, shaping a different risk-reward profile.
TeraWulf Soars To New 4Y Highs, Driven By AI/Power Exuberance
TeraWulf proves their AI beneficiary status by bringing power and load demand together, allowing them to tap into the multi-year cloud supercycle. This is why their successful pivot to high-growth HPC operations has been well rewarded, as observed in the premium EV/Sales of 41.36x compared to the sector median at 3x. WULF's high-growth cadence also comes at a price—deteriorating balance sheet at net debt of $2.65B, elevated SBC to revenue ratio, and shareholder dilution risks.
TeraWulf Q1 Loss Wider Than Expected, Revenues Decrease Y/Y
WULF posts a wider-than-expected Q1 loss as digital asset revenues fall, offset partly by growing HPC lease revenues at Lake Mariner.
TeraWulf: Entering Execution Phase
TeraWulf Inc. is transitioning from bitcoin mining to AI data center operations, entering a critical execution phase. WULF holds $17+ billion in contracts, with 2.3 GW of potential IT critical load but only 522 MW currently under contract, highlighting significant growth runway. Execution risks remain, as WULF must convert contracts into cash flow while managing aggressive spending and a rising debt load.
TeraWulf Q1 Earnings Call Highlights
TeraWulf NASDAQ: WULF said its first-quarter 2026 results reflected a business shifting from Bitcoin mining toward contracted high-performance computing, or HPC, leasing revenue, as management highlighted progress at its Lake Mariner campus and continued demand for power-backed AI infrastructure.
TeraWulf Inc. (WULF) Q1 2026 Earnings Call Transcript
TeraWulf Inc. (WULF) Q1 2026 Earnings Call Transcript
TeraWulf Inc. (WULF) Reports Q1 Loss, Tops Revenue Estimates
TeraWulf Inc. (WULF) came out with a quarterly loss of $0.44 per share versus the Zacks Consensus Estimate of a loss of $0.16. This compares to a loss of $0.16 per share a year ago.
