NeoCapCompaniesValuationsScenariosMetrics

Terawulf

WULF-馃嚭馃嚫 USA
Price
$11.20
as of Nov 6, 2026
Market cap
$5.6B
as of Nov 6, 2026

Deals

Major deals (5)

Exactly one named customer.

AnthropicJul 2026
Contracted capacity401 MW
Contract value$19B
Revenue per MW$2.37M/MW/yr
Start rentH2 2027
Contract duration20 yrs, to 2047
Extension options2 脳 5 yrs, to 2057
View communication
Fluidstack 路 guaranteed by Google LLCOct 2025
SiteAbernathy 路 USA
Contracted capacity168 MW
Contract value$9.5B
Revenue per MW$2.26M/MW/yr
Start rentH2 2026
Contract duration25 yrs, to 2051
Lease structureModified gross
View communication
Fluidstack 路 guaranteed by Google LLCAug 2025
SiteLake Mariner 路 USA
Contracted capacity160 MW
Contract value$3B
Revenue per MW$1.88M/MW/yr
Start rentearly 2027
Contract duration10 yrs, to 2037
Extension options2 脳 5 yrs, to 2047
Lease structureModified gross
View communication
Fluidstack 路 guaranteed by Google LLCAug 2025
SiteLake Mariner 路 USA
Contracted capacity200 MW
Contract value$3.7B
Revenue per MW$1.85M/MW/yr
Disclosed NOI$315M/yr
Start rentJuly 2026
Contract duration10 yrs, to 2036
Extension options2 脳 5 yrs, to 2046
Lease structureModified gross
View communication
Core42 路 guaranteed by G42Dec 2024
SiteLake Mariner 路 USA
Contracted capacity72.5 MW
Contract value$1.1B
Revenue per MW$1.52M/MW/yr
Start rentJuly 2025
Contract duration10 yrs, to 2035
Lease structureModified gross
Rent escalatorYes
View communication