jain.com

Fluidstack exclusivity on CB-5

Company: TeraWulf - Project: Lake Mariner Anthropic AI Factory

Subject kind
customer
Statement date
2025-08-13
Promised by
2025-09-12
Promised amount
160.0 MW
Current status
verified

What the later record shows

Delivered on time · happened August 17, 2025

Within the 30-day exclusivity window, an 8-K dated August 17, 2025 announced a signed CB-5 lease with Fluidstack for more than 160 MW of critical IT load. The September materials state that Fluidstack exercised the option.

“had entered into a Datacenter Lease Agreement for colocation building number 5 (“CB-5”) (the “Fluidstack Lease”) with Fluidstack USA I Inc.”
2025-08-17 · TeraWulf 8-K filed 2025-08-18 View cached copy (2026-08-31)Live source ↗
“Fluidstack has exercised the option to sign CB-5, adding 160+ MW of Critical IT Load”
2025-09-04 · WULF Expands Fluidstack Deal View cached copy (2026-09-01)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

Fluidstack has 30-day exclusivity for CB-5, which could add a potential 160 MW of critical IT load.

Source (primary)

terawulf 8-K exhibit (tm2523008d2_ex99-2.htm) (SEC EDGAR (8-K Ex), press_release)
View cached copy (2026-10-06)Live source ↗

Quote: “Fluidstack has 30 - day exclusivity for CB - 5, adding potential 160 MW Critical IT Load”

How we checked this

Checked on October 12, 2026. The cited source supports every part of this claim.

The deal presentation states that Fluidstack has 30-day exclusivity for CB-5, which would add a potential 160 MW of critical IT load. This matches the claim exactly.

Confirmed in the source:

What we did: Read our cached copy of SEC EDGAR (8-K Ex) (https://www.sec.gov/Archives/edgar/data/1083301/000110465925078084/tm2523008d2_ex99-2.htm) in full (7,456 characters, retrieved October 6, 2026) and checked each assertion in the claim against it.

Additional evidence

confirms terawulf 8-K exhibit (tm2523008d2_ex99-2.htm)

Quote: “Fluidstack has 30 - day exclusivity for CB - 5, adding potential 160 MW Critical IT Load”

View cached copy (2026-10-06)Live source ↗

confirms TeraWulf 8-K filed 2025-08-18

Quote: “had entered into a Datacenter Lease Agreement for colocation building number 5 (“CB-5”) (the “Fluidstack Lease”) with Fluidstack USA I Inc.”

View cached copy (2026-08-31)Live source ↗

confirms WULF Expands Fluidstack Deal

Quote: “Fluidstack has exercised the option to sign CB-5, adding 160+ MW of Critical IT Load”

View cached copy (2026-09-01)Live source ↗Archive.org ↗

Record of changes

October 6, 2026 — stated
Automated extraction from the cited source. Recorded automatically from the cited source when it was published, then queued for evidence review.
October 7, 2026 — delayed
Automated extraction from the cited source. Recorded automatically from the cited source when it was published, then queued for evidence review.
October 9, 2026 — outcome unconfirmed
Automated extraction from the cited source. Recorded automatically from the cited source when it was published, then queued for evidence review.
October 9, 2026 — verified
Automated extraction from the cited source. Recorded automatically from the cited source when it was published, then queued for evidence review.