CB4 Lake Mariner commissioning
Company: TeraWulf - Project: Lake Mariner Anthropic AI Factory
What the later record shows
The date slipped
No passage confirms CB-4 initial delivery by late September. An October 3 profile still lists the CB-4/CB-5 capacity (336 MW) as under construction.
“Another 336 MW of critical IT capacity is under construction at Lake Mariner through CB-4 and CB-5.”
2026-09-22 · Rothschild Redburn starts TeraWulf at Neutral, $15 target implies 11.8% downside - Yahoo Finance View cached copy (2026-09-29)Live source ↗
“TeraWulf operates the Lake Mariner Data Campus in New York with 102 MW of revenue-generating critical IT capacity and 336 MW under construction”
2026-10-03 · Terawulf (WULF) Stock Price, News & Analysis - 24/7 Wall St. View cached copy (2026-10-08)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 at Lake Mariner is in commissioning and on track for initial delivery in late September
Source (primary)
TeraWulf Falls 5% as AI Infrastructure Names Extend a Month-Long Slide; IREN Drops 4%, Applied Digital Declines 3% - Yahoo Finance (-, news_article)
View cached copy (2026-09-18)Live source ↗
Quote: “CB4, which management said 'is in commissioning and remains on track for initial delivery in late September.'”
How we checked this
Checked on October 11, 2026. The cited source supports every part of this claim.
The article quotes management saying CB4 at Lake Mariner is in commissioning and on track for initial delivery in late September.
Confirmed in the source:
- CB4 is at TeraWulf's Lake Mariner site
- Management said CB4 is in commissioning
- Management said CB4 remains on track for initial delivery in late September
What we did: Read our cached copy of the publisher (https://finance.yahoo.com/markets/stocks/articles/terawulf-falls-5-ai-infrastructure-153049003.html) in full (13,054 characters, retrieved September 18, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms TeraWulf Falls 5% as AI Infrastructure Names Extend a Month-Long Slide; IREN Drops 4%, Applied Digital Declines 3% - Yahoo Finance
Quote: “CB4, which management said 'is in commissioning and remains on track for initial delivery in late September.'”
confirms TeraWulf Falls 5% as AI Infrastructure Names Extend a Month-Long Slide; IREN Drops 4%, Applied Digital Declines 3% - AOL.com
Quote: “is in commissioning and remains on track for initial delivery in late September”
confirms TeraWulf Falls 5% as AI Infrastructure Names Extend a Month-Long Slide; IREN Drops 4%, Applied Digital Declines 3% - 24/7 Wall St.
Quote: “TeraWulf's next hard milestone at Lake Mariner is CB4, which management said "is in commissioning and remains on track for initial delivery in late September."”
delays Rothschild Redburn starts TeraWulf at Neutral, $15 target implies 11.8% downside - Yahoo Finance
Quote: “Another 336 MW of critical IT capacity is under construction at Lake Mariner through CB-4 and CB-5.”
delays Terawulf (WULF) Stock Price, News & Analysis - 24/7 Wall St.
Quote: “TeraWulf operates the Lake Mariner Data Campus in New York with 102 MW of revenue-generating critical IT capacity and 336 MW under construction”