CB-4 delivery (168 MW)
Company: TeraWulf - Project: Lake Mariner Anthropic AI Factory
What the later record shows
The date slipped · new target December 31, 2026
The July 2026 lease amendments moved CB-4 from Q3'26 to Q3–Q4'26. The Q2 presentation still lists CB-4 as under construction for 2H26, and no passage reports delivery by 2026-09-30.
“UNDER CONSTRUCTION 737 MW ➢ CB - 4 (168 MW, 2H26) ➢ CB - 5 (168 MW, Q127)”
2026-08-04 · Q2 2026 Earnings Update Presentation View cached copy (2026-10-13)Live source ↗Archive.org ↗
“Customer • No schedule delay penalties to WULF - approved schedule shifts for tenant design & fit - out”
2026-08-04 · Q2 2026 Earnings Update Presentation View cached copy (2026-10-06)Live source ↗Archive.org ↗
Checked October 13, 2026 against filings, releases and reporting published after the claim was made. Quotes are verbatim from the linked documents.
The claim, verbatim
CB-4 (168 MW) is under construction with delivery targeted in Q3 2026.
Source (primary)
Q1 2026 Earnings Update Presentation (IR page (investors.terawulf.com), ir_presentation)
View cached copy (2026-10-13)Live source ↗Archive.org ↗
Quote: “CB-4 (168 MW, Q3)”
How we checked this
Checked on October 15, 2026. The cited source supports every part of this claim.
The presentation lists CB-4 (168 MW, Q3) as under construction and says CB-4 is progressing to delivery in 2026.
Confirmed in the source:
- CB-4 is under construction as of March 31, 2026
- CB-4 is 168 MW of critical IT capacity
- CB-4 delivery is targeted for Q3 2026
What we did: Read our cached copy of IR page (investors.terawulf.com) (https://d1io3yog0oux5.cloudfront.net/_513c80c486e62e4bdb70115ded3782f5/terawulf/db/2396/23490/pdf/TeraWulf+Q1+2026+Investor+Presentation+%28May+2026%29.pdf) in full (27,753 characters, retrieved October 13, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Q1 2026 Earnings Update Presentation
Quote: “CB-4 (168 MW, Q3)”
delays Q2 2026 Earnings Update Presentation
Quote: “Customer • No schedule delay penalties to WULF - approved schedule shifts for tenant design & fit - out”
delays Q2 2026 Earnings Update Presentation
Quote: “UNDER CONSTRUCTION 737 MW ➢ CB - 4 (168 MW, 2H26) ➢ CB - 5 (168 MW, Q127)”
