Anthropic AI hosting contract
Company: TeraWulf
The claim, verbatim
TeraWulf has a $19 billion AI hosting lease with Anthropic that begins delivering revenue in 2027
Source (primary)
TeraWulf Stock Faces Valuation Questions Over AI Hosting Cash Flows - simplywall.st (-, news_article)
View cached copy (2026-09-20)Live source ↗
Quote: “The most relevant piece of news for this valuation debate is the US$19b Anthropic AI hosting lease that only starts delivery in 2027.”
How we checked this
Checked on September 24, 2026. The cited source supports every part of this claim.
The article states the US$19b Anthropic lease only starts delivery in 2027 and frames it as a contract that contributes revenue years from now.
Confirmed in the source:
- TeraWulf has an AI hosting lease with Anthropic
- The Anthropic lease is valued at US$19 billion
- Delivery under the Anthropic lease, and thus its contribution, begins in 2027
What we did: Read our cached copy of the publisher (https://simplywall.st/stocks/us/software/nasdaq-wulf/terawulf/news/terawulf-stock-faces-valuation-questions-over-ai-hosting-cas) in full (16,562 characters, retrieved September 20, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms TeraWulf Stock Faces Valuation Questions Over AI Hosting Cash Flows - simplywall.st
Quote: “The most relevant piece of news for this valuation debate is the US$19b Anthropic AI hosting lease that only starts delivery in 2027.”