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TeraWulf signs $19 billion data center lease with Anthropic

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Jul 13, 2026 Applied Digital vs. TeraWulf: Which Neocloud Stock Is the Better Buy? Bullish

Jul 10, 2026 TeraWulf Eyes $3.5B Debt Raise for Anthropic AI Data Center Buildout Neutral

Jul 08, 2026 TeraWulf signs 20-year Anthropic lease for 401 MW at Kentucky data campus, … Bullish

Jul 07, 2026 Stock Market Today, July 7: TeraWulf Pulls Back After Anthropic Lease Draws … Bearish

Jul 06, 2026 Stock Market Today, July 6: TeraWulf Gains on $19 Billion Anthropic AI … Bullish

Applied Digital vs. TeraWulf: Which Neocloud Stock Is the Better Buy? Nasdaq · Jul 13, 2026 Bearish TeraWulf Eyes $3.5B Debt Raise for Anthropic AI Data Center Buildout Yahoo Finance · Jul 10, 2026 Mixed

🤖 AI Overview

PARAGRAPH 1 --- What happened: On July 6, TeraWulf (NASDAQ: WULF) announced a 20-year lease deal with Anthropic, valued at $19 billion in contracted revenue, for a 401 MW data center in Kentucky. The same day, TeraWulf agreed to sell its stake in the Abernathy joint venture for $530 million. Shares initially surged 10% but closed down 8.87% the following day.

PARAGRAPH 2 --- Market impact: The deal with Anthropic drives TeraWulf's pivot towards AI infrastructure, boosting its order book to $27 billion across multiple clients. However, unfinalized credit support on the Anthropic lease triggered selling, causing TeraWulf and related stocks like IREN and Applied Digital to drop despite analysts raising price targets.

PARAGRAPH 3 --- What to watch next: Investors should monitor TeraWulf's debt raise plans, with Morgan Stanley leading a $3.5 billion financing expected to close in Q3. Additionally, watch for updates on the Anthropic lease's credit support and TeraWulf's earnings, scheduled for August 10, to gauge the impact of these strategic shifts on the company's financials.

AI Overview as of Jul 13, 2026

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Last UpdatedJul 06, 2026

TeraWulf signs $19 billion data center lease with Anthropic

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