Lake Mariner CB4 initial delivery
Company: TeraWulf - Project: Lake Mariner Anthropic AI Factory
What the later record shows
The date slipped
No passage reports CB-4 delivery. A profile dated 2026-10-03 still describes the 336 MW, which P30 identifies as CB-4 and CB-5, as under construction after the late-September target. That page may be stale boilerplate, so confidence is low.
“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
Lake Mariner CB4 is in commissioning and remains on track for initial delivery in late September 2026
Source (primary)
TeraWulf Falls 5% as AI Infrastructure Names Extend a Month-Long Slide; IREN Drops 4%, Applied Digital Declines 3% - AOL.com (-, news_article)
View cached copy (2026-09-18)Live source ↗
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.'”
How we checked this
Checked on October 11, 2026. The cited source supports every part of this claim.
The article quotes management saying Lake Mariner's CB4 is in commissioning and on track for initial delivery in late September. Because the article is dated September 15, 2026 and calls CB4 the next milestone, the date means September 2026.
Confirmed in the source:
- CB4 is at TeraWulf's Lake Mariner site
- According to management, CB4 is in commissioning
- According to management, CB4 remains on track for initial delivery in late September
- The article is dated September 15, 2026 and describes CB4 as the next milestone, so late September refers to 2026
What we did: Read our cached copy of the publisher (https://www.aol.com/articles/terawulf-falls-5-ai-infrastructure-153049000.html) in full (9,722 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% - AOL.com
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.'”
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: “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”