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CB-3 capacity delivery at Lake Mariner

Company: TeraWulf - Project: Lake Mariner Anthropic AI Factory

Subject kind
facility timeline
Statement date
2026-05-07
Promised by
2026-05-31
Current status
verified

What the later record shows

Delivered late · happened July 31, 2026

CB-3 capacity was not fully delivered in May 2026: only 81 MW was energized at June 30. CB-3 is reported operational, with 102 MW energized as of July 2026.

“As of the date these condensed consolidated financial statements were issued, TeraWulf had energized 102 MW of critical IT HPC capacity at the Lake Mariner Data Campus.”
2026-08-04 · TeraWulf 10-Q filed 2026-08-05 View cached copy (2026-08-31)Live source ↗
“102 MW Energized and Generating Lease Revenue as of July 2026 438 MW of Contracted Capacity Targeted for Energization by 1H27 CB - 3 Operational (Lake Mariner Data)”
2026-08-04 · Q2 2026 Earnings Update Presentation 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

CB-3 capacity to be delivered in May 2026 at Lake Mariner

Source (primary)

terawulf 8-K exhibit (a_wulfearningsreleaseq1202.htm) (SEC EDGAR (8-K Ex), press_release)
View cached copy (2026-09-08)Live source ↗

Quote: “Continued progress across HPC development buildings, including delivery of CB-3 capacity in May 2026.”

How we checked this

Checked on October 10, 2026. The cited source supports every part of this claim.

The press release's Lake Mariner operational update lists delivery of CB-3 capacity in May 2026, and elsewhere identifies CB-3 as construction at Lake Mariner.

Confirmed in the source:

What we did: Read our cached copy of SEC EDGAR (8-K Ex) (https://www.sec.gov/Archives/edgar/data/1083301/000108330126000083/a_wulfearningsreleaseq1202.htm) in full (21,699 characters, retrieved September 8, 2026) and checked each assertion in the claim against it.

Additional evidence

confirms terawulf 8-K exhibit (a_wulfearningsreleaseq1202.htm)

Quote: “Continued progress across HPC development buildings, including delivery of CB-3 capacity in May 2026.”

View cached copy (2026-09-08)Live source ↗

confirms TeraWulf 10-Q filed 2026-08-05

Quote: “As of the date these condensed consolidated financial statements were issued, TeraWulf had energized 102 MW of critical IT HPC capacity at the Lake Mariner Data Campus.”

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

confirms Q2 2026 Earnings Update Presentation

Quote: “102 MW Energized and Generating Lease Revenue as of July 2026 438 MW of Contracted Capacity Targeted for Energization by 1H27 CB - 3 Operational (Lake Mariner Data)”

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

Record of changes

September 8, 2026 — stated
Automated extraction from the cited source. Recorded automatically from the cited source when it was published, then queued for evidence review.
September 9, 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.