Fluidstack HPC lease contract at Lake Mariner
Company: TeraWulf - Project: Lake Mariner Anthropic AI Factory
What the later record shows
Partly delivered · happened May 31, 2026
No Fluidstack lease had commenced as of March 31, 2026. The Q1 release cites delivery of CB-3 (42 MW) in May 2026, while CB-4 and CB-5 (168 MW each) are scheduled for Q3 and Q4 2026.
“As of March 31, 2026, none of the Fluidstack HPC Leases had commenced.”
2026-05-07 · TeraWulf 10-Q filed 2026-05-08 View cached copy (2026-08-31)Live source ↗
“Continued progress across HPC development buildings, including delivery of CB-3 capacity in May 2026.”
2026-05-07 · terawulf 8-K exhibit (a_wulfearningsreleaseq1202.htm) View cached copy (2026-09-08)Live source ↗
“UNDER CONSTRUCTION CONTROLLED PIPELINE ➢ CB-3 (42 MW, May) ➢ CB-4 (168 MW, Q3) ➢ CB-5 (168 MW, Q4)”
2026-05-07 · terawulf 8-K exhibit (terawulfq12026investorpr.htm) View cached copy (2026-09-08)Live source ↗
Checked October 9, 2026 against filings, releases and reporting published after the claim was made. Quotes are verbatim from the linked documents.
The claim, verbatim
380 critical IT MW contracted with Fluidstack with Google credit enhancement, commencing in 2026
Source (primary)
terawulf 8-K exhibit (a_wulfearningsrelease2026-.htm) (SEC EDGAR (8-K Ex), press_release)
View cached copy (2026-09-13)Live source ↗
Quote: “380 critical IT MW with a second tenant, Fluidstack with credit enhancement from Google, commencing in 2026”
How we checked this
Checked on October 11, 2026. The cited source supports every part of this claim.
The release names Fluidstack as the second Lake Mariner tenant for 380 critical IT MW, with Google credit enhancement, commencing in 2026.
Confirmed in the source:
- TeraWulf's Lake Mariner campus has a long-term lease commitment for 380 critical IT MW with Fluidstack
- The Fluidstack lease at Lake Mariner carries credit enhancement from Google
- The Fluidstack lease at Lake Mariner commences in 2026
What we did: Read our cached copy of SEC EDGAR (8-K Ex) (https://www.sec.gov/Archives/edgar/data/1083301/000108330126000026/a_wulfearningsrelease2026-.htm) in full (26,590 characters, retrieved September 13, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms terawulf 8-K exhibit (a_wulfearningsrelease2026-.htm)
Quote: “380 critical IT MW with a second tenant, Fluidstack with credit enhancement from Google, commencing in 2026”