CB-4 delivery Q3 2026

Company: TeraWulf - Project: Lake Mariner Anthropic AI Factory

Subject kind: facility timeline
Statement date: 2026-02-26
Promised by: 2026-09-30
Promised amount: 168.0 MW
Current status: outcome unconfirmed

What the later record shows

The date slipped · new target December 31, 2026

The Q2 2026 presentation shows the CB-4 date shifted from Q3'26 to Q3–Q4'26 and lists it as 2H26. No passage reports delivery by the end of Q3 2026.

“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 ↗

“CB - 4 and CB - 5 Progressing Toward Phased Delivery in 2H26/1Q27”
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) expected delivery in Q3 2026

Source (primary)

Q4 Earnings Update Presentation (IR page (investors.terawulf.com), ir_presentation)
View cached copy (2026-09-01)Live source ↗

Quote: “CB-4 (168 MW, Q3)”

How we checked this

Checked on October 14, 2026. The cited source supports every part of this claim.

The delivery-model slide lists 'CB-4 (168 MW, Q3)' under 2026 construction, in critical IT MWs. The construction slide confirms Q3 as the current estimate and says CB-4 capacity rose to 168 MW per building.

Confirmed in the source:

CB-4 is a TeraWulf WULF Compute building
CB-4 has 168 MW of critical IT capacity
CB-4 is expected to be delivered in Q3 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.