📰 DigiTimesDigiTimesCodex · 实盘可交易 · 做多市场:美股▼ 亏 -3.88% · 已结算把握 5/10
北京时间·🕒 发布 10:53:25时区推断·⟳ 抓取 11:02:14回填·⚡ 决策 07-07 11:04:33·112.2 天前
TeraWulf与Anthropic签署20年AI数据中心租赁协议，合同收入约190亿美元
TeraWulf（WULF.US）一手公告确认Anthropic将在其Kentucky Justified Data园区租赁约401MW关键IT负载，20年初始期合同收入约190亿美元，直接验证其从比特币挖矿向AI基础设施业主转型。
📄 原文DigiTimes↗ 原文
TeraWulf signs 20-year Anthropic AI infrastructure lease worth US$19B
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▼ 亏 -3.88%入场 07-07 盘前首笔 @21.87 → 离场 07-08 常规开盘 @21.06
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(价格在入场线上方)、绿底 = 亏
💡 交易逻辑TeraWulf（WULF.US）一手公告确认Anthropic将在其Kentucky Justified Data园区租赁约401MW关键IT负载，20年初始期合同收入约190亿美元，直接验证其从比特币挖矿向AI基础设施业主转型。
怎么买 限价买入 不高于 22.9、仅下一个交易日，不成交作废
怎么卖 止盈 +8%(半仓)/+16%(清仓) · 止损 -7% · 时间止损 3日
失效/反转 若公司8-K或后续融资条款显示合同收入口径显著弱于公告、Anthropic信用支持未落实，或次日开盘直接高开超过限价导致风险回报恶化，则不追。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
分时走势
做多 WULF.US TeraWulf
建仓日早于近 30 天,只有日线图
成交明细 · 纸面
做多 WULF.US TeraWulf
| 收益状态 | -3.88% 已平仓 |
|---|---|
| 进场成交 | 2026-07-07 · 盘前首笔 · 07-07 16:01 北京 · @21.8652 |
| 离场成交 | 2026-07-08 · 常规开盘 · @21.06 |
| 毛收益 | -3.68% |
| 成本 | +0.20% |
| 净收益 | -3.88% |
| 计入收益 | -3.88% |
| 建仓日 | 2026-07-07 · 进场不早于新闻时刻 + 2 分钟 |
| 契约提示 | LIMIT_AND_CHASE |
收益口径 event_time_plus_2min_10min_walk_open_topup_to_next_open_exchange_calendar_fill_model_local_notional_v9 · method_id m8db1cbc8f2d · 截至 2026-10-27 15:33
研究档案
消息传播链
- 公司一手公告披露与Anthropic签署20年租赁、约401MW关键IT负载、初始期约190亿美元合同收入，并出售Abernathy JV多数权益。市场反应:公告发布在美股盘前，WULF盘前一度大涨。
- Reuters报道该交易并称TeraWulf早盘涨超10%，主流财经渠道已快速扩散。市场反应:早盘涨幅超过10%。
- WSJ报道20年190亿美元租赁、400MW算力基础设施和2027下半年至2028年初交付节奏，进一步提高传播度。市场反应:WSJ称盘前曾涨至约24.87美元。
- 美股7月6日已完成一个交易日定价，WULF收于22.21美元，较前收涨4.86%，但低于盘前和日内高点。市场反应:收涨4.86%，近5日仍下跌约11.25%。
- DigiTimes在台湾时间7月7日上午转述该交易，对亚洲时区读者是新到达信号，但非首发。市场反应:此时美股已收盘，A/H股没有直接标的。
关键理由
- TeraWulf（WULF.US）一手公告确认Anthropic将在其Kentucky Justified Data园区租赁约401MW关键IT负载，20年初始期合同收入约190亿美元，直接验证其从比特币挖矿向AI基础设施业主转型。
- 量级上，公司2026年一季度收入指引仅约3000万至3500万美元，而本次合同折合年均约9.5亿美元租赁收入，虽从2027年下半年才开始投运，但相对当前收入基数是数量级变化。
- 股票在美股7月6日盘中已交易该消息，收涨约4.9%且从盘前高点回落，说明不是低扩散首发，但若次日不开盘大幅跳空，仍有二次定价空间。
主要风险
- 该项目初始容量预计2027年下半年才上线、2028年初满负荷，存在建设、融资、电力交付和客户信用支持落地风险。
- 消息已由公司公告、Reuters、WSJ、MarketWatch等广泛扩散，并已完成一个美股交易日反应，price-in风险中高。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-04-01 · 影响 weakens
Seeking Alpha等反方观点强调TeraWulf AI转型存在稀释、建设交付、电力约束和高估值风险，但不否定本次Anthropic合同本身。
检索:TeraWulf dilution execution risk debt AI infrastructure recent bearish 原文 ↗ - 做多前查反向 · 来源 kb_search · 影响 none
内部KB检索实际调用但超时，未能补充旧闻或付费研报证据；因此新鲜度主要依据公司公告和公开媒体链判断。
检索:TeraWulf Anthropic 19 billion lease Justified Data 401MW old news exposure revenue - 做多前查反向 · 来源 kb_search · 影响 none
内部KB反向证据检索实际调用但超时，未能取得内部负面纪要或研报。
检索:TeraWulf recent bearish risks debt dilution AI infrastructure July 2026
历史先例(按相似度)
- WULF 2025-10-28 TeraWulf此前宣布168MW Fluidstack合资项目及长期收入承诺，被市场按AI基础设施转型事件交易。 原文 ↗
测WULF在同类AI基础设施长约/合作公告后的短线反应。
工具调用 · 历史记录,结果未知(2 种)
- stock_quote · 结果未知
- kb_search · 结果未知
原文全文
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TeraWulf signs 20-year Anthropic AI infrastructure lease worth US$19B
Charlene Chen
, DIGITIMES, Taipei
Jul 7, 2026, 10:53
0
Credit: AFP
TeraWulf has signed a 20-year lease agreement with AI startup Anthropic to develop a large-scale AI infrastructure campus in Kentucky. The deal is expected to generate approximately US$19 billion in contracted revenue and accelerate the company's transformation from bitcoin mining to AI-focused digital infrastructure.
Kentucky campus anchors the deal
According to Reuters , the lease covers a purpose-built AI infrastructure campus at TeraWulf's Justified Data site in Hawesville, Kentucky. The facility will support approximately 401MW of critical IT load, with the first phase expected to come online in the second half of 2027 and full capacity scheduled for early 2028.
The Wall Street Journal reported that the project is backed by a 20-year lease supported by an investment-grade credit profile, providing TeraWulf with a long-term, recurring revenue stream from a leading AI customer.
TeraWulf CEO Paul Prager said the agreement validates the company's strategy of building AI infrastructure and that the lease will generate approximately US$19 billion in contracted revenue over its initial term while creating opportunities for future expansion. Prager added that the deal demonstrates the company's ability to secure power resources, develop infrastructure, and obtain long-term customer commitments.
Pivot away from bitcoin mining
The agreement marks another step in TeraWulf's strategic shift away from relying primarily on cryptocurrency mining. The company reportedly announced in May 2026 that AI infrastructure would increasingly become a key driver of its business as demand for data centers continues to grow alongside the expansion of generative AI.
Alongside the Anthropic partnership, TeraWulf also announced plans to sell its 50.1% stake in the Abernathy joint venture to an investor group led by AI cloud infrastructure provider Fluidstack, its joint venture partner.
The transaction reportedly monetizes TeraWulf's roughly US$450 million investment at a premium to invested capital while freeing capital for wholly owned AI infrastructure projects. The sale will allow the company to redeploy capital into AI infrastructure opportunities where it expects to capture greater long-term value through direct ownership and operation.
Prager said the lease agreement and the Abernathy sale together position TeraWulf for its next phase of growth by strengthening its focus on AI infrastructure development.
Market reacts positively
Investors welcomed the announcements. TeraWulf shares reportedly rose more than 10% in early trading and had gained roughly 85% year to date before Monday's session. The stock climbed as much as 17% in premarket trading following the announcement.
Article
edited by Jerry Chen
AI Search
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South Korea aims to commercialize hydrogen rail by 2029
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ICT
TeraWulf signs 20-year Anthropic AI infrastructure lease worth US$19B
Charlene Chen
, DIGITIMES, Taipei
Jul 7, 2026, 10:53
0
Credit: AFP
TeraWulf has signed a 20-year lease agreement with AI startup Anthropic to develop a large-scale AI infrastructure campus in Kentucky. The deal is expected to generate approximately US$19 billion in contracted revenue and accelerate the company's transformation from bitcoin mining to AI-focused digital infrastructure.
Kentucky campus anchors the deal
According to Reuters , the lease covers a purpose-built AI infrastructure campus at TeraWulf's Justified Data site in Hawesville, Kentucky. The facility will support approximately 401MW of critical IT load, with the first phase expected to come online in the second half of 2027 and full capacity scheduled for early 2028.
The Wall Street Journal reported that the project is backed by a 20-year lease supported by an investment-grade credit profile, providing TeraWulf with a long-term, recurring revenue stream from a leading AI customer.
TeraWulf CEO Paul Prager said the agreement validates the company's strategy of building AI infrastructure and that the lease will generate approximately US$19 billion in contracted revenue over its initial term while creating opportunities for future expansion. Prager added that the deal demonstrates the company's ability to secure power resources, develop infrastructure, and obtain long-term customer commitments.
Pivot away from bitcoin mining
The agreement marks another step in TeraWulf's strategic shift away from relying primarily on cryptocurrency mining. The company reportedly announced in May 2026 that AI infrastructure would increasingly become a key driver of its business as demand for data centers continues to grow alongside the expansion of generative AI.
Alongside the Anthropic partnership, TeraWulf also announced plans to sell its 50.1% stake in the Abernathy joint venture to an investor group led by AI cloud infrastructure provider Fluidstack, its joint venture partner.
The transaction reportedly monetizes TeraWulf's roughly US$450 million investment at a premium to invested capital while freeing capital for wholly owned AI infrastructure projects. The sale will allow the company to redeploy capital into AI infrastructure opportunities where it expects to capture greater long-term value through direct ownership and operation.
Prager said the lease agreement and the Abernathy sale together position TeraWulf for its next phase of growth by strengthening its focus on AI infrastructure development.
Market reacts positively
Investors welcomed the announcements. TeraWulf shares reportedly rose more than 10% in early trading and had gained roughly 85% year to date before Monday's session. The stock climbed as much as 17% in premarket trading following the announcement.
Article
edited by Jerry Chen
AI Search
Related stories
Micron and Anthropic partner to advance next-gen AI infrastructure
Anthropic reportedly eyes direct data center leases, deepens infrastructure bet with Google support
Broadcom, Apollo, Blackstone launch US$35B AI infrastructure platform to power next wave of AI growth
Categories
AI ICT manufacturing IT + CE
Tags
Anthropic expansion infrastructure joint venture revenue startup
Share this article
Other links
Related topics
Global supply chain: Emerging tech, businesses
Innovations
Startups and innovations
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Jun 1, 08:00
LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
Friday 29 May 2026
Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
Thursday 28 May 2026
AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
Thursday 28 May 2026
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MOST-READ
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Samsung eyes marquee AI win as Anthropic explores custom chip beyond Nvidia
Intel deepens ties with Taiwan's chip supply chain as October talks expand
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SK Hynix reportedly held U.S. talks on HBM supply and local investment plans
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SK data center bet sets sights on intelligence exports
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