CB-3 delivery May 2026
Company: TeraWulf - Project: Lake Mariner Anthropic AI Factory
What the later record shows
Delivered late · happened July 31, 2026
CB-3 was expected in May, but at June 30 only 81 MW of HPC capacity was energized, so CB-3 was only partly up. It is listed as delivered (42 MW, 102 MW total) as of July 2026. The lease amendment moved CB-3 to Q2-Q3'26.
“As of June 30, 2026, TeraWulf had energized 81 critical IT MW of HPC leasing 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 ↗
“DELIVERED 102 MW ➢ WULF Den (2 MW) ➢ CB - 1 (16 MW) ➢ CB - 2A (21 MW) ➢ CB - 2B (21 MW) ➢ CB - 3 (42 MW)”
2026-08-04 · Q2 2026 Earnings Update Presentation View cached copy (2026-09-01)Live source ↗Archive.org ↗
“rentalized CB - 3 Q2’26 Q2 - Q3’26 Monthly TFO Rent Increase +~$60MM Revenue (Over 10 - Year Lease)”
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 building (42 MW critical IT) expected delivery in May 2026
Source (primary)
Q4 Earnings Update Presentation (IR page (investors.terawulf.com), ir_presentation)
View cached copy (2026-09-01)Live source ↗
Quote: “CB-3 (42 MW, May)”
How we checked this
Checked on October 14, 2026. The cited source supports every part of this claim.
The delivery-model slide lists 'CB-3 (42 MW, May)' under 2026 construction and states that capacity figures are critical IT MWs. The construction progress slide also shows a current estimated lease start of May for CB-3.
Confirmed in the source:
- CB-3 is a TeraWulf WULF Compute building
- CB-3 has 42 MW of critical IT capacity
- CB-3 is expected to be delivered in May 2026
What we did: Read our cached copy of IR page (investors.terawulf.com) (https://d1io3yog0oux5.cloudfront.net/_0c87b48cb4d1c6967968c7d0c3e5933d/terawulf/db/2396/23307/pdf/TeraWulf_Q4_2025_Investor_Presentation_%28Feb_2026%29.pdf) in full (28,069 characters, retrieved September 1, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Q4 Earnings Update Presentation
Quote: “CB-3 (42 MW, May)”
confirms Q4 Earnings Update Presentation
Quote: “CB-3 (42 MW, May)”
confirms TeraWulf 10-Q filed 2026-08-05
Quote: “As of June 30, 2026, TeraWulf had energized 81 critical IT MW of HPC leasing capacity at the Lake Mariner Data Campus.”
confirms Q2 2026 Earnings Update Presentation
Quote: “DELIVERED 102 MW ➢ WULF Den (2 MW) ➢ CB - 1 (16 MW) ➢ CB - 2A (21 MW) ➢ CB - 2B (21 MW) ➢ CB - 3 (42 MW)”
confirms Q4 Earnings Update Presentation
Quote: “CB-3 (42 MW, May)”