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TeraWulf: Riding The AI Wave

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Update - Oct. 28, 2025 

The big AI deals just keep coming.

-TeraWulf shares jumped 20% in Tuesday morning trading after the company said it struck a 25-year AI compute joint venture with Fluidstack to build 168 megawatts of high-performance computing ("HPC") capacity at its Texas campus.

-The deal represents about $9.5B in contracted revenue to the joint venture, with TeraWulf holding a 51% stake. It's possible the lease term may be shortened to 20 or 15 years. The total cost of the project is expected to be $8M-$10M per MW of critical IT load.

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Original article posted on Oct. 9 

  • TeraWulf is quickly transitioning from bitcoin mining to a digital infrastructure provider, securing major AI hosting contracts and Google backing.
  • WULF's expanded deal with Fluidstack and a $3.2 billion Google commitment position the company for $760 million in annual revenue and strong cash flow.
  • The company plans to scale power capacity to 1,150 MW by 2030, potentially doubling revenue to $1.5 billion annually as AI infrastructure demand grows.
  • Despite recent gains, WULF remains attractively valued given its growth trajectory, contracted revenues, and lower risk profile due to Google's support.
As the AI capacity race escalates, TeraWulf Inc. (NASDAQ:WULF) is stepping into the game with massive expansion plans. The company is transitioning from a bitcoin miner to a digital infrastructure provider with major backing from Google (GOOG) (GOOGL). My investment thesis is Bullish on the stock despite the big rally in the last few months.

Read the full article on Seeking Alpha. 

Disclosure: No position listed. Please review the disclaimer page for more details. 

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