Lake Mariner CB-4 initial hall delivery
Company: TeraWulf - Project: Lake Mariner Anthropic AI Factory
What the later record shows
The date slipped · new target November 30, 2026
HPC leasing capacity was 102 MW at September 30, so no CB-4 hall had been added by the late-September target. CB-4 is now scheduled for phased Nov–Dec 2026 delivery. As of the November call, the first two halls were energized but not yet in commercial operation, and the remaining two halls are expected in Q4.
“from 18 MW of HPC leasing capacity as of December 31, 2025 to 102 MW of HPC leasing capacity as of September 30, 2026”
2026-11-05 · TeraWulf 10-Q filed 2026-11-06 View cached copy (2026-11-07)Live source ↗
“168 MW CB-4 PHASED DELIVERY Lake Mariner, NY Phased Nov–Dec 2026”
2026-11-05 · terawulf 8-K exhibit (terawulfq32026investorpr.htm) View cached copy (2026-11-07)Live source ↗
“the first two of four data halls in CB4 had tenant equipment deployed and energized, with commercial operation and rent commencement expected shortly”
2026-11-06 · What TeraWulf (WULF) Said on Its Q3 Earnings Call - Yahoo Finance View cached copy (2026-11-07)Live source ↗Archive.org ↗
Checked November 8, 2026 against filings, releases and reporting published after the claim was made. Quotes are verbatim from the linked documents.
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 November 9, 2026. The cited source supports part of this claim, but not all of it.
The source confirms management guided to initial CB-4 delivery in late September and that CB-4 has four 42 MW halls. The October, November and December dates for the later halls are explicitly described as Northwise's assumptions, not management expectations.
Confirmed in the source:
- Management's milestone was initial delivery at Lake Mariner's CB-4 in late September 2026.
- CB-4 consists of four halls of 42 MW each.
We could not confirm this from the cited source:
- Management expects subsequent CB-4 halls to be delivered in October, November and December 2026; the source says these individual hall dates are Northwise's own modeling assumptions, not management guidance.
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”
delays TeraWulf 10-Q filed 2026-11-06
Quote: “from 18 MW of HPC leasing capacity as of December 31, 2025 to 102 MW of HPC leasing capacity as of September 30, 2026”
delays terawulf 8-K exhibit (terawulfq32026investorpr.htm)
Quote: “168 MW CB-4 PHASED DELIVERY Lake Mariner, NY Phased Nov–Dec 2026”
delays What TeraWulf (WULF) Said on Its Q3 Earnings Call - Yahoo Finance
Quote: “the first two of four data halls in CB4 had tenant equipment deployed and energized, with commercial operation and rent commencement expected shortly”