TeraWulf
@TeraWulfInc • 19,507 subscribers
The Power of Infrastructure ⚡️ #AI #HPC Infrastructure Developers | Transparent. Power-Advantaged. Industry-Leading | Publicly Traded, NASDAQ: WULF 🐺
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What do investors need to understand about $WULF's business model? 👇 Lou: This isn't just a straightforward real estate investment, right? It's not a pure technology one. It's construction. It's regulatory. It's technological... It's a lot more complicated than people think. -Lou Basenese Paul: I think you got to know the sites. You got to understand the energy mix. You have to understand the transmission of the grid. And most of all, it's an execution story. You have to believe that guy knows how to build a facility and knows how to build a facility when he's had bumps in the road. -Paul Prager
TeraWulf249,466 Aufrufe • vor 10 Monaten
Encouraging to hear Morgan Stanley's Stephen Byrd articulate many of the same themes our CEO Paul Prager highlighted earlier this week. AI demand isn't the question. The scarce resources are power, infrastructure and execution capability. As the market matures, we believe the distinction between compute providers and infrastructure owners will become increasingly important. $WULF was built for the latter.
TeraWulf44,251 Aufrufe • vor 3 Monaten
Power alone isn’t the advantage. Knowing how to identify, engineer and redevelop complex brownfield sites is. These sites can pair existing energy infrastructure with productive reuse of legacy industrial land, while creating a development profile that is often better aligned with surrounding communities. That takes energy expertise, infrastructure experience and execution. It’s what $WULF has been doing for decades.
TeraWulf13,284 Aufrufe • vor 1 Monat
Before debating the model, define the business. TeraWulf CFO Patrick Fleury clears up a key misconception around $WULF: TeraWulf provides the powered infrastructure, controlled environment, and access to reliable power and cooling. The tenant owns the technology stack. That distinction is fundamental to maintenance CapEx assumptions and financial modeling. We're always happy to engage with investors looking to better understand the model 🐺
TeraWulf22,905 Aufrufe • vor 3 Monaten
Energy was always $WULF's foundation. Now it’s the advantage. Paul Prager today on CNBC's Morning Call with Morgan Brennan, outlining our evolution into AI and HPC and how we're leveraging our scalable power platform to serve the next generation of compute workloads. Same discipline, larger opportunity set 🐺
TeraWulf28,015 Aufrufe • vor 7 Monaten
Experience matters. Mike Bucella on CNBC Power Lunch with Brian Sullivan: "If you look at the broader set of AI infrastructure companies, I think this idea of operational capabilities is going to become incredibly important... When I joined the board of $WULF, one key consideration for me was the history of the team building power assets. These are massive undertakings, and the complexity... is something that I've never seen before."
TeraWulf18,753 Aufrufe • vor 6 Monaten
TeraWulf is transforming a former aluminum smelter into a next-generation AI and HPC data campus, repurposing legacy industrial infrastructure into high-value digital capacity. Power-secured. Strategically located. Built for AI-scale workloads. This is what infrastructure evolution looks like 🐺
TeraWulf21,176 Aufrufe • vor 8 Monaten
"This is a game changer in the industry." - $WULF CEO Paul Prager If you have the energy infrastructure, the right management team, and the right people on the ground, this is the time and Lake Mariner is the place for #AI & #HPC 🐺 CNBC Power Lunch Brian Sullivan
TeraWulf20,231 Aufrufe • vor 1 Jahr
$WULF is powering the future of sustainable #AI and #HPC 🐺 New video out soon.
TeraWulf19,827 Aufrufe • vor 1 Jahr