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Lake Mariner Anthropic AI Factory

Project of TeraWulf

Kind
datacenter
Location
Lake Mariner, NY
County
Niagara
State/region
NY
Country
United States
Declared cost
$3.5 billion (financing target for Anthropic-leased facility, per July 13, 2026 headline)
Announced
2026-07-09
Status
partially operational as of October 3, 2026

Where it stands

TeraWulf's Lake Mariner campus in New York has 102 MW of critical IT capacity in service and generating revenue, with another 336 MW under construction in CB-4 and CB-5. The total is 438 MW contracted to Core42 and Fluidstack. The passages do not tie Anthropic to Lake Mariner: Anthropic's 401 MW, 20-year lease is at the Justified campus in Hawesville, Kentucky. These figures are therefore for the Lake Mariner campus, and the 'Anthropic AI Factory' label may be a mis-attribution. Needham and the CEO said New York's moratorium does not affect Lake Mariner.

102 MW in service · 336 MW under construction · 438 MW planned

PhaseMWStatusDateSource
CB-3 and earlier buildings (Core42 / Fluidstack)102operationalFollowing delivery of CB-3 in early July, 102 MW of Lake Mariner's critical IT capacity was online and generating revenue.
2026-09-22 View cached copy (2026-09-29)Live source ↗
CB-4 and CB-5336under constructionAnother 336 MW of critical IT capacity is under construction at Lake Mariner through CB-4 and CB-5.
2026-09-22 View cached copy (2026-09-29)Live source ↗

Assessed October 18, 2026 from the newest filings, releases and reporting that name this project (newest relied on: October 3, 2026).

Capacity

What has actually been delivered, against what has been promised. Each figure links to the statement it came from.

StageCapacityAs ofSource
Energized power flowing today245 MW2026-09-01Lake Mariner bitcoin mining capacity
Contracted a customer is on the hook750 MW2025-08-13Somerset-Brookings power and infrastructure capacity
Under construction750 MW2026-07-29750 MW AI Factory campus
Permitted--
Interconnect approved utility has agreed to deliver--
Interconnect requested in a queue, nothing approved750 MW2025-08-14Lake Mariner power availability
Announced a press-release figure750 MW2026-10-06Lake Mariner power 750 MW

Who has claimed this site

Capacity commitments in the order they were announced. A commitment that ended shows why.

2024-12-23
Core42 - tenant · 72.5 MW · 10-year term source
2025-05-08
Core42 - guarantor source
2025-08-13
Fluidstack - tenant · 450 MW · 10-year term source
2025-08-13
Google - guarantor source
2026-09-01
New York Power Authority - offtaker · 90 MW source

Claims about this project

2022-03-30 - verified
Lake Mariner first phase online by year end 2022 100.0 MW. Promised by 2022-12-31.
2022-03-30 - stated
2022-03-30 - stated
2022-06-30 - outcome unconfirmed
Initial batch of S19 XP mining machines operational 3000.0 units. Promised by 2022-08-01.
2022-06-30 - outcome unconfirmed
3,300 miners online at Lake Mariner by Q3 2022 3300.0 units. Promised by 2022-07-01.
2023-03-30 - stated
2023-03-30 - stated
2023-03-30 - verified
Lake Mariner Building 2 completion 50.0 MW. Promised by 2023-06-30.
2023-03-30 - verified
Lake Mariner mining capacity expansion to Q2 2023 110.0 MW. Promised by 2023-06-30.
2023-09-28 - stated
2023-11-12 - stated
2023-11-30 - stated
2023-11-30 - stated
2024-01-01 - outcome unconfirmed
Lake Mariner facility miner deployment 18500.0 units. Promised by 2024-02-01.
2024-03-19 - stated
2024-03-19 - stated
2024-03-19 - verified
Lake Mariner 35 MW expansion operational mid-2024 35.0 MW. Promised by 2024-06-30.
2024-03-19 - stated
2024-03-19 - verified
Lake Mariner 35 MW expansion 35.0 MW. Promised by 2024-06-30.
2024-10-03 - verified
14.4k S21 Pros for MB-5 at Lake Mariner 14400.0 units. Promised by 2025-03-31.
2024-10-03 - verified
14.4k S21 Pros to fill MB-5 in Q1 2025 14400.0 units. Promised by 2025-03-31.
2024-10-03 - outcome unconfirmed
2025E project financing for CB-1/CB-2 70.0 percent. Promised by 2025-12-31.
2024-10-03 - outcome unconfirmed
Additional 178 MW available 2H25 178.0 MW. Promised by 2025-12-31.
2024-10-03 - stated
2024-10-03 - stated
2024-10-03 - outcome unconfirmed
Additional capacity availability 2H 2025 178.0 MW. Promised by 2025-12-31.
2024-10-03 - stated
2024-10-03 - stated
2024-10-03 - delayed
CB-2 HPC facility operational launch 50.0 MW. Promised by 2025-06-30.
2024-10-03 - delayed
CB-1 HPC facility operational launch 20.0 MW. Promised by 2025-03-31.
2024-10-03 - stated
HPC revenue prepayment assumption 1.5 million USD per MW.
2024-10-09 - stated
2024-10-09 - stated
2024-10-09 - stated
2024-10-09 - stated
2024-10-09 - stated
2024-10-09 - stated
2025-02-27 - stated
2025-02-27 - outcome unconfirmed
72.5 MW HPC capacity delivery in 2025 72.5 MW. Promised by 2025-12-31.
2025-02-27 - stated
2025-02-27 - stated
2025-02-27 - stated
2025-02-27 - outcome unconfirmed
Core42 lease commencement in 2025. Promised by 2025-12-31.
2025-02-27 - stated
2025-02-27 - stated
2025-05-08 - stated
Future HPC Expansion by FYE 2026 177.5 MW. Promised by 2026-12-31.
2025-05-08 - stated
2025-05-08 - stated
2025-05-08 - verified
WULF Den HPC Deployment Q2 2025 2.5 MW. Promised by 2025-06-30.
2025-05-08 - stated
2025-05-08 - verified
CB-1 HPC Deployment Q3 2025 20.0 MW. Promised by 2025-09-30.
2025-05-08 - outcome unconfirmed
HPC Project Financing Execution. Promised by 2025-07-01.
2025-05-08 - stated
2025-05-08 - verified
HPC Capacity Expected Online 2025 60.0 MW. Promised by 2025-12-31.
2025-05-08 - stated
2025-05-08 - stated
Incremental ~400 MW HPC capacity within 24 months 400.0 MW. Promised by 2027-05-08.
2025-05-08 - outcome unconfirmed
HPC project financing mid-2025 70.0 percent. Promised by 2025-07-31.
2025-05-08 - delayed
CB-2 HPC Deployment Q4 2025 50.0 MW. Promised by 2025-12-31.
2025-05-08 - stated
2025-05-08 - outcome unconfirmed
2025-05-08 - verified
Lake Mariner bitcoin mining capacity 2025 12.0 EH/s. Promised by 2025-12-31.
2025-05-08 - stated
2025-08-07 - stated
2025-08-13 - stated
Lake Mariner Fluidstack full 200+ MW by YE 2026 200.0 MW. Promised by 2026-12-31.
2025-08-13 - verified
Fluidstack 30-day exclusivity on CB-5 160 MW 160.0 MW. Promised by 2025-09-12.
2025-08-13 - verified
Fluidstack exclusivity on CB-5 160.0 MW. Promised by 2025-09-12.
2025-08-13 - delayed
CB-2 delivery Q4 2025. Promised by 2025-12-31.
2025-08-13 - outcome unconfirmed
CB-1 revenue mid-August 2025. Promised by 2025-08-15.
2025-08-13 - verified
2025-08-13 - stated
2025-08-13 - stated
2025-08-13 - stated
2025-08-13 - stated
2025-08-13 - stated
2025-08-13 - stated
2025-08-13 - stated
200+ MW Fluidstack capacity delivery by YE2026 200.0 MW. Promised by 2026-12-31.
2025-08-13 - stated
2025-08-13 - stated
2025-08-13 - stated
Fluidstack delivery 40 MW 2H25, 200+ MW by 2H26 200.0 MW. Promised by 2026-12-31.
2025-08-13 - stated
2025-08-14 - stated
2025-08-14 - verified
Core42 72.5 MW lease 72.5 MW. Promised by 2025-12-31.
2025-08-14 - stated
2025-08-14 - stated
2025-08-14 - stated
2025-08-14 - stated
Lake Mariner HPC cumulative delivery 1H 2026 200.0 MW. Promised by 2026-12-31.
2025-08-14 - stated
200+ MW contracted capacity delivery by YE2026 200.0 MW. Promised by 2026-12-31.
2025-08-14 - stated
2025-08-14 - outcome unconfirmed
Core42 72.5 MW lease in 2025 72.5 MW. Promised by 2025-12-31.
2025-08-14 - stated
2025-08-14 - stated
Fluidstack 250 MW gross in 2026 250.0 MW. Promised by 2026-12-31.
2025-08-14 - stated
2025-08-14 - stated
Lake Mariner CB-3/CB-4 delivery 200.0 MW. Promised by 2026-12-31.
2025-08-14 - stated
2025-08-14 - outcome unconfirmed
CB-2 Delivery. Promised by 2025-12-31.
2025-08-14 - stated
2025-08-14 - outcome unconfirmed
CB-1 Revenue. Promised by 2025-08-15.
2025-08-14 - stated
2025-08-14 - stated
2025-08-14 - outcome unconfirmed
Core42 Capacity Lease 72.5 MW. Promised by 2025-12-31.
2025-08-14 - stated
2025-08-14 - verified
Fluidstack CB-5 exclusivity 160.0 MW. Promised by 2025-09-13.
2025-08-17 - stated
CB-5 operations start H2 2026. Promised by 2026-12-31.
2025-09-04 - verified
CB-2 delivery timeline. Promised by 2025-12-31.
2025-09-04 - stated
Fluidstack lease at Lake Mariner 450.0 MW. Promised by 2026-12-31.
2025-09-04 - stated
2025-09-04 - stated
360+ MW Lake Mariner delivery by YE 2026 360.0 MW. Promised by 2026-12-31.
2025-09-04 - stated
2025-09-04 - stated
2025-09-04 - stated
2025-09-04 - stated
2025-09-04 - stated
2025-09-04 - stated
Lake Mariner capacity delivery 360.0 MW. Promised by 2026-12-31.
2025-09-04 - stated
Fluidstack 10-year leases. Promised by 2035-08-18.
2025-10-05 - delayed
CB-4 lease commencement. Promised by 2026-09-30.
2025-10-05 - delayed
CB-2 lease commencement. Promised by 2025-12-31.
2025-10-05 - delayed
CB-3 lease commencement. Promised by 2026-03-31.
2025-10-05 - stated
CB-5 lease commencement. Promised by 2026-12-31.
2025-10-13 - stated
2025-10-13 - stated
2025-10-14 - stated
2025-10-15 - verified
Senior secured notes offering by WULF Compute LLC 3200.0 Million USD. Promised by 2025-10-23.
2025-10-16 - stated
2025-10-16 - stated
2025-10-22 - stated
$3.2B Senior Secured Notes - 7.75% due 2030 3200.0 million USD. Promised by 2030-10-15.
2025-11-10 - stated
Core42 60 MW lease 60.0 MW. Promised by 2026-12-31.
2025-11-10 - stated
$3.2B Senior Secured Green Notes due 2030 3200.0 USD. Promised by 2030-12-31.
2025-11-10 - stated
Fluidstack HPC lease contract - 366 MW 366.0 MW. Promised by 2026-12-31.
2025-11-10 - stated
Core42 HPC lease contract - 60 MW 60.0 MW. Promised by 2026-12-31.
2025-11-10 - stated
Fluidstack 366 MW Lake Mariner lease 366.0 MW. Promised by 2026-12-31.
2025-11-10 - stated
$3.2B senior secured green notes 3200000000.0 USD. Promised by 2030-12-31.
2025-11-10 - verified
CB-2 data center online. Promised by 2025-12-31.
2025-11-10 - stated
Lake Mariner additional capacity online 2H26-1H27 200.0 MW. Promised by 2027-06-30.
2025-11-10 - stated
Lake Mariner additional 200 MW 200.0 MW. Promised by 2027-06-30.
2026-02-25 - verified
Lake Mariner CB3 building energization 42.0 MW. Promised by 2026-05-15.
2026-02-25 - verified
2026-02-25 - stated
2026-02-25 - delayed
Lake Mariner CB5 building energization 168.0 MW. Promised by 2026-10-01.
2026-02-25 - delayed
Lake Mariner CB4 building energization 168.0 MW. Promised by 2026-07-01.
2026-02-25 - stated
2026-02-25 - outcome unconfirmed
Fluidstack HPC lease contract at Lake Mariner 380.0 MW. Promised by 2026-01-01.
2026-02-26 - stated
2026-02-26 - stated
2026-02-26 - stated
2026-02-26 - stated
2026-02-26 - stated
CB-5 delivery Q4 2026 168.0 MW. Promised by 2026-12-31.
2026-02-26 - outcome unconfirmed
CB-4 delivery Q3 2026 168.0 MW. Promised by 2026-09-30.
2026-02-26 - verified
CB-2B delivery Q1 2026 21.0 MW. Promised by 2026-03-31.
2026-02-26 - stated
2026-02-26 - verified
CB-3 delivery May 2026 42.0 MW. Promised by 2026-05-31.
2026-02-27 - stated
2026-02-27 - stated
2026-02-27 - stated
2026-02-27 - stated
2026-04-13 - stated
2026-04-14 - stated
2026-04-14 - stated
2026-04-14 - stated
2026-04-15 - stated
2026-04-15 - stated
2026-05-07 - stated
CB-4 and CB-5 delivery in 2026. Promised by 2026-12-31.
2026-05-07 - stated
2026-05-07 - delayed
CB-4 data center delivery (168 MW critical IT) 168.0 MW. Promised by 2026-09-30.
2026-05-07 - verified
2026-05-07 - verified
CB-3 data center completion (42 MW critical IT) 42.0 MW. Promised by 2026-05-31.
2026-05-07 - stated
CB-5 data center delivery (168 MW critical IT) 168.0 MW. Promised by 2026-12-31.
2026-05-14 - delayed
CB-4 delivery (168 MW) 168.0 MW. Promised by 2026-09-30.
2026-05-14 - outcome unconfirmed
CB-3 delivery (42 MW) 42.0 MW. Promised by 2026-05-31.
2026-05-14 - stated
CB-5 delivery (168 MW) 168.0 MW. Promised by 2026-12-31.
2026-06-30 - stated
2026-07-09 - stated
2026-07-13 - stated
2026-07-15 - revised
2026-07-29 - stated
2026-08-04 - stated
Lake Mariner 162 MW expansion delivery 2029 162.0 MW. Promised by 2029-12-31.
2026-08-04 - stated
2026-08-04 - stated
Lake Mariner 438 MW energization by 1H27 438.0 MW. Promised by 2027-06-30.
2026-08-04 - stated
CB-5 delivery Q1 2027 168.0 MW. Promised by 2027-03-31.
2026-08-04 - stated
2026-08-04 - stated
Lake Mariner CB-5 Delivery 168.0 MW. Promised by 2027-03-31.
2026-08-04 - stated
Lake Mariner CB-4 Delivery 168.0 MW. Promised by 2026-12-31.
2026-08-04 - stated
CB-4 delivery 2H26 168.0 MW. Promised by 2026-12-31.
2026-08-05 - stated
2026-08-05 - verified
2026-08-05 - stated
2026-08-05 - stated
2026-08-18 - stated
2026-08-19 - stated
2026-08-21 - stated
2026-08-21 - stated
2026-08-21 - stated
2026-08-24 - stated
2026-08-31 - stated
2026-09-03 - stated
2026-09-07 - stated
2026-09-07 - stated
2026-09-07 - stated
2026-09-07 - stated
2026-09-07 - stated
2026-09-07 - stated
2026-09-07 - stated
2026-09-10 - stated
2026-09-15 - stated
2026-09-15 - stated
2026-09-15 - stated
Lake Mariner CB5 energization. Promised by 2027-01-01.
2026-09-15 - outcome unconfirmed
CB4 building initial delivery. Promised by 2026-09-25.
2026-09-15 - outcome unconfirmed
CB4 Lake Mariner commissioning. Promised by 2026-09-30.
2026-09-15 - outcome unconfirmed
Lake Mariner CB4 initial delivery. Promised by 2026-09-30.
2026-09-15 - stated
CB3 credit support tranche 600.0 million USD.
2026-09-15 - stated
Lake Mariner CB5 initial energization. Promised by 2027-01-05.
2026-09-15 - stated
Lake Mariner CB5 initial energization. Promised by 2027-01-10.
2026-09-15 - stated
CB5 initial energization. Promised by 2027-01-05.
2026-09-15 - stated
CB5 initial energization. Promised by 2027-01-01.
2026-09-16 - outcome unconfirmed
Lake Mariner CB-4 initial hall delivery 42.0 MW. Promised by 2026-09-30.
2026-09-16 - stated
Lake Mariner project cost estimate 9.1 USD millions per MW.
2026-09-16 - stated
CB-5 energization expected. Promised by 2027-01-15.
2026-09-16 - stated
2026-09-16 - stated
2026-09-16 - delayed
CB-4 initial delivery expected. Promised by 2026-09-30.
2026-09-16 - stated
2026-09-16 - stated
2026-09-16 - stated
2026-09-16 - stated
2026-09-16 - stated
Lake Mariner CB-5 initial energization 42.0 MW. Promised by 2027-01-15.
2026-09-22 - stated
2026-09-23 - stated
2026-09-23 - stated
2026-09-23 - stated
2026-09-27 - stated
2026-10-03 - stated
2026-10-05 - stated
2026-10-05 - stated
2026-10-05 - stated
2026-10-05 - stated

Site intelligence

Analytical estimate. Each site below is located from public records (filings, releases, news, OpenStreetMap) and checked against free satellite imagery; "How we located this site" lists every step and the score it earned. The conclusion is computed from night-time lights, surface heat and year-over-year change, with the dates it rests on. These are hypotheses under active tracking, not legal parcels or an official endorsement.
Lake Mariner, NY
Weak
Niagara, NY
43.3495, -78.6116
Approximate address 7725 Lake Rd, Appleton, NY 14008, USA Reverse-geocoded from the candidate centroid; not a permit-confirmed parcel address.
Conclusion so far We have not located the site yet. · confidence 30%
Undetermined: we have not yet located the actual site, only the town or county it is in, so imagery cannot say whether anything is running.
What would change this: A published address, parcel, coordinates or permit for the site itself.
Latest clear imagery: Google 2026-09-29
Newest clear images2 clear image date(s)
Visual view of wulf-lake-mariner-anthropic, 2026-09-29 (Google Earth (wide view))
2026-09-29Google Earth (wide view) · 3.47 m/pixel
Visual view of wulf-lake-mariner-anthropic, 2026-09-29 (Google Earth (close view))
2026-09-29Google Earth (close view) · 0.43 m/pixel
How we located this site
5/100 (weak): locality location 5
  1. Starting point (the project's stated locality) 2026-10-19
    Lake Mariner, NY → 43.34946, -78.61155 (locality)
  2. No site-level evidence yet 2026-10-19
    no address, road, landmark or coordinates tie this project to a specific parcel yet -- the town is shown, NOT the site
  3. OpenStreetMap features nearby 2026-10-19
    0 named match(es)

Satellite imagery on this page is drawn from the Google Earth satellite basemap. Each image is dated, labelled by source and pixel resolution, and downloadable at its native size; cloudy dates are kept and marked rather than hidden. New scenes are pulled daily as each provider publishes them.