jain.com
The Analysis · Companies · People · Methodology

CB-4 data center delivery (168 MW critical IT)

Company: TeraWulf - Project: Lake Mariner Anthropic AI Factory

This claim was marked delayed on October 9, 2026. Recorded automatically from the cited source when it was published, then queued for evidence review.

How this was decided: Automated extraction from the cited source. The claim is preserved below exactly as it was originally published, so the record shows what was asserted as well as what became of it.

Subject kind
facility timeline
Statement date
2026-05-07
Promised by
2026-09-30
Promised amount
168.0 MW
Current status
delayed

What the later record shows

The date slipped · new target December 31, 2026

The July 5, 2026 lease amendment moved CB-4 from Q3'26 to Q3–Q4'26, and the Q2 deck lists CB-4 at 2H26. No passage shows CB-4 delivered by the end of Q3.

“CB - 4 Q3’26 Q3 – Q4’26 CB - 5 Q4’26 Q1’27”
2026-08-04 · Q2 2026 Earnings Update Presentation View cached copy (2026-10-06)Live source ↗Archive.org ↗
“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 (2026-09-01)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-4 building (168 MW critical IT capacity) is progressing to delivery in Q3 2026

Source (primary)

terawulf 8-K exhibit (terawulfq12026investorpr.htm) (SEC EDGAR (8-K Ex), press_release)
View cached copy (2026-09-08)Live source ↗

Quote: “CB-4 / CB-5 progressing to delivery in 2026”

How we checked this

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

The presentation says CB-4/CB-5 are progressing to delivery in 2026 and lists CB-4 as under construction at 168 MW critical IT with Q3 timing.

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/terawulfq12026investorpr.htm) in full (27,664 characters, retrieved September 8, 2026) and checked each assertion in the claim against it.

Additional evidence

confirms terawulf 8-K exhibit (terawulfq12026investorpr.htm)

Quote: “CB-4 / CB-5 progressing to delivery in 2026”

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

delays Q2 2026 Earnings Update Presentation

Quote: “UNDER CONSTRUCTION 737 MW ➢ CB - 4 (168 MW, 2H26) ➢ CB - 5 (168 MW, Q127)”

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

delays Q2 2026 Earnings Update Presentation

Quote: “CB - 4 Q3’26 Q3 – Q4’26 CB - 5 Q4’26 Q1’27”

View cached copy (2026-10-06)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.
October 1, 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 — delayed
Automated extraction from the cited source. Recorded automatically from the cited source when it was published, then queued for evidence review.