WULF
TeraWulf
Hybrid PivotThe ESG darling of the mining sector, powered almost entirely by nuclear and hydro energy. Their Nautilus facility (co-located with a nuclear plant) offers the exact kind of massive, stable, zero-carbon baseload power that hyperscalers desperately need.
Total Secured Power
600 MW
AI/HPC Allocated
50 MW
Current Hashrate
10 EH/s
Target Hashrate (2026)
15 EH/s
The Investment Thesis
The Bull Case
Big tech companies (Amazon, Microsoft) have strict zero-carbon mandates. WULF owns the unicorn of power assets: direct nuclear hookups. They could be an acquisition target for a tech giant.
The Bear Case
They are moving slower into the actual deployment of AI hardware compared to CORZ or IREN, potentially missing the peak of the compute pricing cycle.
AI Infrastructure Details
GPU Fleet Status
Evaluating OEM options
Key HPC Partnerships
Evaluating Hyperscalers
Infrastructure Visualization
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