CB-4 initial delivery expected
Company: TeraWulf - Project: Lake Mariner Anthropic AI Factory
What the later record shows
The date slipped
No passage reports initial CB-4 delivery. As of 2026-10-03, the 336 MW at Lake Mariner (CB-4 and CB-5) was still described as under construction, which is past the late-September target.
“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
Initial CB-4 delivery expected in late September 2026
Source (primary)
WULF Stock Forecast 2030: TeraWulf Model & Cash Flow - Northwise (-, news_article)
View cached copy (2026-09-20)Live source ↗
Quote: “management's broader milestones of initial CB-4 delivery in late September”
How we checked this
Checked on October 11, 2026. The cited source supports every part of this claim.
The report describes management's milestone of initial CB-4 delivery in late September, in the context of the 2026 Lake Mariner build-out. The individual hall dates are Northwise's own assumptions, but the claim covers only management's broader milestone.
Confirmed in the source:
- TeraWulf management's milestones included initial CB-4 delivery in late September
- In context, the late-September milestone refers to 2026, alongside the Base model's CB-4 rent start of September 30, 2026
What we did: Read our cached copy of the publisher (https://northwiseproject.com/research/wulf-stock-forecast-2030) in full (77,288 characters, retrieved September 20, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms WULF Stock Forecast 2030: TeraWulf Model & Cash Flow - Northwise
Quote: “management's broader milestones of initial CB-4 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”