TeraWulf Eyes 3GW by 2030 – BofA Just Slapped a Buy Rating on It
Bank of America starts coverage on TeraWulf with a Buy rating and $34 price target. The company is shifting from Bitcoin mining to high-performance computing and aims for 3GW by 2030.
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Google Guarantees Anthropic’s First Major Data Center Leases in Landmark $35B Deal
TeraWulf, Cipher Digital, Hut 8, and Fluidstack secure major Anthropic leases backed by Google in a landmark $35 billion financing package.
TeraWulf Expands AI Infrastructure with New “Muskie Data Campus” in Kentucky
TeraWulf acquires the Muskie Data Campus in Eastern Kentucky, a 1+ GW hyperscale site for AI and HPC. Initial 500 MW delivery expected in H2 2028, with another 500 MW targeted for 2030.
TeraWulf Q1 2026 Earnings: $21M HPC Revenue Powers AI Pivot Despite Wider Loss
TeraWulf is shifting from Bitcoin mining to AI data centers. Revenue missed, loss grew, but AI leasing is rising fast.
TeraWulf Q1 2026 Preview: Revenue Miss, New $250M Credit Line, and Big Share Sale
TeraWulf expects lower revenue, shifts to AI computing, raises cash, carries high debt, and stock fell after the update.
Oracle-OpenAI Drops Texas Expansion, Meta Steps In
Oracle and OpenAI scrapped plans to expand the Stargate AI data center in Abilene, Texas. Meta now in talks to lease the site, with Nvidia facilitating.