Lake Mariner CB-4 initial hall delivery
Company: TeraWulf - Project: Lake Mariner Anthropic AI Factory
The claim, verbatim
Management expects initial delivery of the first 42 megawatt hall in CB-4 in late September 2026, with subsequent 42 megawatt halls delivered in October, November, and December 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 September 24, 2026. The cited source supports part of this claim, but not all of it.
Only the late-September initial CB-4 delivery is a management milestone. The October, November and December hall dates are Northwise's own rent-start assumptions, not management expectations.
Confirmed in the source:
- Management's milestone is initial CB-4 delivery in late September 2026
- CB-4 consists of four 42 MW halls
We could not confirm this from the cited source:
- Management expects subsequent CB-4 halls to be delivered in October, November and December 2026
That does not mean it is false — only that this source does not establish it, as of the date above. If we find a source that settles it, we will re-check and update this page.
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”