terawulf

ChainCatcher Сообщение, согласно документам, раскрытым Комиссией по ценным бумагам и биржам США, TeraWulf опубликовала операционные результаты за второй квартал 2026 года, в котором выручка составила 44,76 миллиона долларов, из которых доход от аренды HPC составил 31,93 миллиона долларов, что составляет около 71% от общей выручки.Компания расположена в Нью-Йорке, проект Lake Mariner завершил ввод в эксплуатацию 102 мегаватт IT-емкости, способной генерировать доход, еще 336 мегаватт находятся на стадии строительства, стоимость единицы IT-емкости остается на уровне 8-10 миллионов долларов за мегаватт. TeraWulf завершила приобретение кампуса Muskie Data в Кентукки, что позволит получить до 1 гигаватта электрической мощности; парк Justified заключил аренду с Anthropic, объем соглашения составляет около 401 мегаватта, срок аренды 20 лет, первоначальная сумма контракта составляет около 19 миллиардов долларов.Кроме того, компания за 530 миллионов долларов наличными передаст 50,1% своей доли в совместном предприятии Abernathy, одновременно подтверждая целевой показатель по новым подписанным IT-емкостям на уровне 250-500 мегаватт в год.

Сообщение ChainCatcher, согласно данным BBX, на прошлой неделе завершился самый важный контракт по трансформации биткойн-майнинговой компании в AI, данные о рыночной производительности крипто Публичная компания после IPO дополнительно раскрывают проблемы оценки в отрасли, основные динамики следующие:TeraWulf Inc. (NASDAQ: $WULF) на прошлой неделе раскрыла через SEC 8-K, что компания подписала 20-летний контракт на аренду AI инфраструктуры с ведущей компанией в области AI Anthropic (частная собственность) ------ предмет аренды - это парк Justified Data TeraWulf, расположенный в Хосвилле, штат Кентукки, общей мощностью около 401 мегаватт критической нагрузки IT, ожидается, что в течение начального 20-летнего срока аренды будет получено около $19 миллиардов дохода от аренды (поддерживаемого ожидаемым инвестиционным кредитным рейтингом), первая партия мощности ожидается к поставке во второй половине 2027 года, полная мощность 401 МВт ожидается к достижению в начале 2028 года. В тот же день TeraWulf продала 50,1% своей доли в совместном предприятии AI дата-центра в Аббервилле, штат Техас (168 МВт), покупателем является консорциум инвесторов во главе с Fluidstack, общая сумма сделки составляет около $530 миллионов (в три этапа: первоначальный взнос $250 миллионов в течение 14 дней, $150 миллионов в конце 2026 года, около $130 миллионов в конце апреля 2027 года), первоначальные инвестиции в $450 миллионов были реализованы с премией, полученные средства будут повторно инвестированы в проекты AI инфраструктуры, принадлежащие TeraWulf. Генеральный директор Пол Прагер: "Это знаковое сотрудничество подтверждает нашу способность предоставлять масштабируемую, безопасную энергетическую инфраструктуру для ведущих клиентов AI." $WULF в тот день на пике вырос более чем на 16%, после публикации новости несколько учреждений повысили целевые цены: BofA (Buy, $34), Citi (Buy, $36), Needham (Buy, $33, повышение с $28), Rosenblatt (Buy, $30), средняя цена аналитиков Уолл-стрит превышает $33; с начала года акции компании выросли более чем на 80%, оценка моментума Benzinga составляет 98.06 (крайне сильная).Согласно данным INN от 8 июля, BitGo Holdings (NYSE: $BTGO) с момента Перечислено в январе 2026 года по цене $22.43 упала примерно на 77%, став одним из самых слабых активов в текущем раунде крипто IPO, что свидетельствует о системной депрессии на рынке после IPO криптоактивов; в тот же период Bullish (NYSE: $BLSH) упала примерно на 71% с Перечислено цены $90 в августе 2025 года, eToro Group (NASDAQ: $ETOR) упала примерно на 42% с Перечислено цены в мае 2025 года, Figure Technology Solutions (NASDAQ: $FIGR) упала примерно на 14%, только Circle Internet Group (NYSE: $CRCL) с момента Список в июне 2025 года упала примерно на 6%, что является относительно наименьшим падением. Постоянно слабая рыночная производительность существенно заморозила последующие крипто IPO: материнская компания Kraken Payward приостановила процесс Перечислено этой весной, Grayscale, Consensys и Ledger все отложили планы IPO до улучшения рыночных условий.

Сообщение ChainCatcher, по данным Decrypt, компания по добыче биткойнов TeraWulf подписала 20-летний контракт с Anthropic на строительство AI-центра данных мощностью около 401 МВт в парке Justified Data в Хоусвилле, штат Кентукки, США, который, как ожидается, принесет около 19 миллиардов долларов дохода.Согласно соглашению, первая фаза этого парка ожидается в запуске во второй половине 2027 года и достигнет полной мощности в начале 2028 года. TeraWulf заявила, что этот контракт, как ожидается, получит поддержку инвестиционного кредитного рейтинга. Кроме того, TeraWulf продала 50,1% своей доли в совместном предприятии Abernathy группе, возглавляемой партнером Fluidstack, с премией, чтобы выйти из своей инвестиции в около 450 миллионов долларов.После публикации новости акции TeraWulf на время выросли почти на 14%, акции таких компаний, как IREN, Hut 8, Cipher Digital и других компаний по добыче биткойнов также выросли более чем на 10%.

According to CoinDesk, Bitcoin mining company turned HPC infrastructure developer TeraWulf (WULF) announced the acquisition of a site in Kentucky, USA, capable of supporting over 1 gigawatt of AI and high-performance computing (HPC) loads for the development of a massive data center. The first phase of 500 megawatts is expected to gradually come online starting in the second half of 2028, with a goal of adding another 500 megawatts before 2030. The company stated that the key constraints in the market under the AI boom have shifted from computing hardware to power and transmission infrastructure. Following the news, TeraWulf's stock price surged 13% during trading, and shares of other companies in the same sector, such as Hut 8 (HUT), Keel Infrastructure (KEEL), IREN (IREN), and Cipher Mining (CIFR), also rose.

According to TheEnergyMag, TeraWulf (NASDAQ: WULF) announced the acquisition of the Muskie Data Campus located in eastern Kentucky, which is expected to support over 1 GW of data center capacity. The first phase of 500 MW is scheduled to begin delivery in the second half of 2028, with the second phase of 500 MW targeted for completion in the second half of 2030.The parcel was acquired from Industrial Equity Partners, covering approximately 285 acres, located within a 1000-acre industrial park in eastern Kentucky. Kentucky Power (a subsidiary of AEP) has initiated the construction of a 345 kV substation, connecting to the 765 kV transmission network, and the transmission infrastructure and energy service agreements have been signed simultaneously.TeraWulf stated that the project has completed zoning planning, and the permitting work is progressing, with limited preliminary site preparation work. Following the completion of this acquisition, TeraWulf's footprint in Kentucky will expand to two major digital infrastructure projects, with a total platform capacity exceeding 2.8 GW. The company reported revenue of $34 million in the first quarter, including $21 million from HPC leasing.

According to Decrypt, Bitcoin mining company TeraWulf announced its first-quarter financial report, with a net loss of $427 million, compared to a loss of $61.4 million in the same period last year. The company's revenue was $34 million, of which 60% (approximately $21 million) came from AI computing business, a quarter-over-quarter increase of 117%; revenue from Bitcoin mining, on the other hand, decreased by 50% quarter-over-quarter to approximately $13 million.The CEO stated that the first quarter is a year of execution, and the company has established a complete platform, transforming its foundation into operational performance and recurring revenue. TeraWulf CFO Patrick Fleury mentioned that the company is shifting towards a more stable contracted revenue model, reducing its reliance on the volatility of Bitcoin mining. The company will continue to repurpose some of its Bitcoin mining operations to support higher-value high-performance computing workloads.

Bitcoin mining company TeraWulf announced its Q1 financial report, showing that its high-performance computing (HPC) business has for the first time surpassed Bitcoin mining revenue, marking a critical stage in the company's transformation towards AI and cloud computing infrastructure.The company's total revenue for Q1 was $34 million, roughly flat compared to the same period last year. Among this, HPC leasing revenue reached $21 million, surpassing the less than $13 million from digital asset mining for the first time, becoming the main source of income. The financial report also indicated that the company's net loss widened to $427.6 million, mainly due to the impact of non-cash warrant revaluation. However, CFO Patrick Fleury emphasized that the company is transitioning from "volatile mining revenue" to "stable long-term computing power contract revenue." Currently, TeraWulf has 60 MW of HPC capacity generating revenue at its Lake Mariner data center in New York and plans to continue expanding within the year. At the same time, the company is transforming part of its mining infrastructure into AI/HPC computing resources to support massive computing power demands. This trend is spreading throughout the industry, with Bitcoin mining companies like Riot Platforms also expanding their revenue structure through data centers and AI contracts, gradually transforming into "computing power infrastructure companies."

The Nasdaq-listed Bitcoin mining company TeraWulf announced that it has completed the previously announced public offering of 54,510,000 shares of common stock, with an offering price of $19 per share, raising a total of $1,035,690,000. Morgan Stanley acted as the lead underwriter for this offering, while Bank of America Securities, Citigroup, TD Cowen, and Wells Fargo Securities served as co-managers.Citizens Capital Markets and Santander Bank acted as sub-underwriters, and Cantor Fitzgerald served as the equity capital markets advisor. TeraWulf plans to use the net proceeds from this offering to pay for a portion of the construction costs of its planned data center campus in Horse Cave, Kentucky, including the full repayment of outstanding amounts under its transitional credit facility, as well as for future site acquisitions and general corporate purposes.

According to The Block, Bitcoin mining company TeraWulf raised $900 million through a stock issuance, and the funds will be used to build AI data centers. After the news was announced, TeraWulf's stock price fell.

According to CoinTelegraph, TeraWulf (stock code: WULF) released its financial report for 2025, showing that as of December 31, TeraWulf's annual revenue increased from $140.1 million in 2024 to $168.5 million in 2025.In the fourth quarter, the company's total revenue was $35.8 million, which included $26.1 million from digital assets and $9.7 million from high-performance computing (HPC), down from $50.6 million in the third quarter, with analysts previously expecting an average of $44.1 million. Additionally, the company's Q4 loss per share was $1.66, compared to a loss of $0.21 per share in the same period last year.

According to CoinMarketCap, Morgan Stanley has begun coverage on Bitcoin mining companies, giving Cipher Mining and TeraWulf an overweight rating, while rating Marathon Digital as underweight.

According to CoinDesk data, Morgan Stanley analyst Stephen Byrd and his team rated three Bitcoin miners, giving Cipher Mining (CIFR) and TeraWulf (WULF) a "Buy" rating, with target prices set at $38 and $37, respectively.At the same time, they also initiated coverage on Marathon Digital (MARA), giving it a "Sell" rating with a target price of $8.On Monday, CIFR's stock price rose 12.4% to $16.51, WULF's stock price increased by 12.8% to $16.12, and MARA saw a slight increase to $8.28.

TeraWulf Inc. (NASDAQ: WULF) announced on December 18, 2025, that it has successfully completed the financing pricing for a 168 megawatt high-performance computing (HPC) joint venture project located in the Abilene, Texas park with Fluidstack.The project will build a next-generation liquid-cooled artificial intelligence data center, with a total power capacity of 240 megawatts. The funds raised will be used for construction, establishing reserves, and completing facility delivery, with an expected operational start in the second half of 2026.

According to CNBC, BTIG analyst Jonathan Krinsky stated in a client report on Wednesday that after experiencing a peak-to-trough decline of -36% earlier this month, Bitcoin is now expected to continue its reflexive rebound, returning to at least $100,000.According to data from Coin Metrics, Bitcoin's latest trading price is $92,451.3, having risen nearly 10% over the past five days, but still down 20% over the past month.Analysts noted that despite recent pullbacks, cryptocurrency mining companies Cipher Mining and Terawulf have performed well during the cryptocurrency correction. Since Monday, Cipher Mining has risen 35%, and Terawulf has increased by 31%. Barclay's Crypto Mining Index has held its support level and is expected to have 15% more upside before encountering stronger resistance.Additionally, the second-largest cryptocurrency by market capitalization, ETH, which has dropped 24% over the past month, also seems poised to reclaim the $3,400 level, with the latest trading price at $3,075.62, having risen nearly 13% over the past five days. Solana and XRP have increased by 12% and 15%, respectively, during the same period.

According to Cointelegraph, American Bitcoin miner TeraWulf announced its third-quarter financial report on Monday, with revenue reaching $50.6 million, a year-on-year increase of 87%. Among this, digital asset revenue was $43.4 million.Although the company only mined 377 Bitcoins this quarter, a decrease from 555 Bitcoins in the same period last year, the price increase more than compensated for the drop in production. The company stated that revenue growth also came from the expansion of computing power and the launch of AI high-performance computing leasing business.TeraWulf is accelerating its shift away from a single mining model. CEO Paul Prager stated that the company has been exceptionally busy from the third to the fourth quarter, having expanded its partnership with Fluidstack and Google for Lake Mariner, and entered the Southwest Power Pool through the Abernathy joint venture project. In October, the company issued $3.2 billion in senior secured notes for the expansion of the Lake Mariner data center and signed three 10-year AI infrastructure leasing agreements with Fluidstack, totaling $6.7 billion.On the day of the financial report release, TeraWulf's stock price (WULF) peaked at $14.85 during intraday trading, an increase of 6%, and closed at $14.30, a slight rise of 0.49%. Although miners are generally shifting towards AI business, the price of Bitcoin still has a core impact on their revenue.

According to GlobeNewswire, Nasdaq-listed Bitcoin mining company TeraWulf announced the completion of a $1.025 billion convertible preferred note issuance, exceeding the previously announced $900 million private placement scale.This includes $125 million in notes issued with additional note purchase options granted to initial purchasers, with net proceeds of approximately $999.7 million after expenses. The new funds will be used for the construction of the Abilene data center campus in Texas and other corporate purposes.

ChainCatcher news, according to GlobeNewswire, Nasdaq-listed Bitcoin mining company TeraWulf announced that it will raise an additional $500 million through the issuance of convertible preferred notes, and it has also offered initial purchasers an option to buy up to $75 million in convertible bonds. The new funds will be used for the construction of data centers and general corporate purposes.

ChainCatcher news, according to The Block, TeraWulf has partnered with the AI cloud platform Fluidstack to build a 168 MW high-performance AI data center in Texas, with a $1.3 billion lease support from Google. TeraWulf holds a 51% stake, and the total contract value reaches $9.5 billion. The project is expected to be completed in the second half of 2026, pushing the company's total capacity to exceed 510 MW.The company also disclosed that Q3 revenue increased by approximately 84% year-on-year, and the stock price rose by 25% in response to the news, having increased by over 130% year-to-date.