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Kentucky tenant signing

Company: TeraWulf - Project: Justified Data

Subject kind
customer
Statement date
2026-05-14
Promised by
2026-06-30
Current status
verified

What the later record shows

Delivered late · happened July 31, 2026

The 10-Q says the Anthropic lease at the Justified Data Campus (Hawesville, Kentucky) was signed in July 2026. That is after the Q2 2026 target.

“In July 2026, the Company entered into a long-term datacenter lease agreement with Anthropic PBC (the “Anthropic HPC Lease”) for specified datacenter infrastructure at the Justified Data Campus”
2026-08-04 · TeraWulf 10-Q filed 2026-08-05 View cached copy (2026-08-31)Live source ↗
“In February 2026, the Company entered into an Agreement of Purchase and Sale for a former industrial site in Hawesville, Kentucky (the “Justified Data Campus”).”
2026-08-04 · TeraWulf 10-Q filed 2026-08-05 View cached copy (2026-08-31)Live source ↗

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

TeraWulf expects to sign a tenant for its Kentucky (Justified Data) site in Q2 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: “Kentucky tenant expected in Q2 2026”

How we checked this

Checked on October 15, 2026. The cited source supports every part of this claim.

The 2026 execution slide says 'Kentucky tenant expected in Q2 2026,' and Justified Data is identified as the Hawesville, KY campus.

Confirmed in the source:

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: “Kentucky tenant expected in Q2 2026”

View cached copy (2026-10-13)Live source ↗Archive.org ↗

confirms TeraWulf 10-Q filed 2026-08-05

Quote: “In July 2026, the Company entered into a long-term datacenter lease agreement with Anthropic PBC (the “Anthropic HPC Lease”) for specified datacenter infrastructure at the Justified Data Campus”

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

Record of changes

October 13, 2026 — stated
Automated extraction from the cited source. Recorded automatically from the cited source when it was published, then queued for evidence review.
October 13, 2026 — verified
Automated extraction from the cited source. Recorded automatically from the cited source when it was published, then queued for evidence review.