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Lake Mariner CB4 building energization

Company: TeraWulf - Project: Lake Mariner Anthropic AI Factory

This claim was marked delayed on October 9, 2026. Recorded automatically from the cited source when it was published, then queued for evidence review.

How this was decided: Automated extraction from the cited source. The claim is preserved below exactly as it was originally published, so the record shows what was asserted as well as what became of it.

Subject kind
facility timeline
Statement date
2026-02-25
Promised by
2026-07-01
Promised amount
168.0 MW
Current status
delayed

What the later record shows

The date slipped · new target December 31, 2026

The July 2026 lease amendment shifted CB-4 from Q3'26 to Q3-Q4'26, and the Q2 deck still lists CB-4 (168 MW) as under construction for 2H26. No passage reports CB-4 energized.

“CB - 4 Q3’26 Q3 – Q4’26 CB - 5 Q4’26 Q1’27 +6 MW of Critical IT & Monthly TFO Rent Increase”
2026-08-04 · Q2 2026 Earnings Update Presentation View cached copy (2026-09-01)Live source ↗Archive.org ↗
“UNDER CONSTRUCTION 737 MW ➢ CB - 4 (168 MW, 2H26) ➢ CB - 5 (168 MW, Q127)”
2026-08-04 · Q2 2026 Earnings Update Presentation View cached copy (2026-09-01)Live source ↗Archive.org ↗

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

CB4 building phase (168 MW) energization expected Q3 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: “CB4 (168 MW) – Energization expected Q3 2026”

How we checked this

Checked on October 11, 2026. The cited source supports every part of this claim.

The construction status table lists CB4 at 168 MW with energization expected in Q3 2026.

Confirmed in the source:

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: “CB4 (168 MW) – Energization expected Q3 2026”

View cached copy (2026-09-13)Live source ↗

delays Q2 2026 Earnings Update Presentation

Quote: “CB - 4 Q3’26 Q3 – Q4’26 CB - 5 Q4’26 Q1’27 +6 MW of Critical IT & Monthly TFO Rent Increase”

View cached copy (2026-09-01)Live source ↗Archive.org ↗

Record of changes

September 13, 2026 — stated
Automated extraction from the cited source. Recorded automatically from the cited source when it was published, then queued for evidence review.
September 14, 2026 — delayed
Automated extraction from the cited source. Recorded automatically from the cited source when it was published, then queued for evidence review.
October 9, 2026 — outcome unconfirmed
Automated extraction from the cited source. Recorded automatically from the cited source when it was published, then queued for evidence review.
October 9, 2026 — delayed
Automated extraction from the cited source. Recorded automatically from the cited source when it was published, then queued for evidence review.