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The Silicon Stack Podcast | Ep. 2 Featuring Paul Prager I sat down with $WULF CEO Paul Prager. The Naval Academy grad who has transformed TeraWulf into one of the fastest-growing pure-play AI/HPC data center platforms in the U.S. We discuss: • The 20-year Anthropic deal • Statewide data...

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Small Cap Snipa

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46,029 次观看 • 10 天前 •via X (Twitter)

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TeraWulf is building out one of the largest data center campuses in the United States, backed by some of the most respected names in technology 🐺 Core42 Google $WULF with Paul Prager Brian Sullivan CNBC Power Lunch
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TeraWulf is building out one of the largest data center campuses in the United States, backed by some of the most respected names in technology 🐺 Core42 Google $WULF with Paul Prager Brian Sullivan CNBC Power Lunch

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🚨 DATA CENTER WATER USE IS MASSIVELY MISUNDERSTOOD From my conversation with $WULF CEO Paul Prager: Day one at their Lake Mariner facility (600MW AI data center) they filled the closed-loop system with 10,000 gallons of water. Since then, the site has only needed single-digit gallons of top-off. That’s less than the average U.S. swimming pool, which holds 15-20k gallons. The media narrative around data center water use is very disconnected from how modern closed-loop systems actually work.
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🚨 DATA CENTER WATER USE IS MASSIVELY MISUNDERSTOOD From my conversation with $WULF CEO Paul Prager: Day one at their Lake Mariner facility (600MW AI data center) they filled the closed-loop system with 10,000 gallons of water. Since then, the site has only needed single-digit gallons of top-off. That’s less than the average U.S. swimming pool, which holds 15-20k gallons. The media narrative around data center water use is very disconnected from how modern closed-loop systems actually work.

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Today on CNBC Power Lunch, TeraWulf CEO Paul Prager summed up the AI/HPC bottleneck perfectly. Brian Sullivan: “Is there any indication that companies needing compute power are dialing back? Considering Google is one of your clients.” Paul Prager: “Not to my knowledge… GPUs are critical, but the real constraint now is scalable power infrastructure.” Paul made clear today that WULF’s edge in AI/HPC starts with energy infrastructure and scalable power, built on 25 years of experience. Interview faded out a bit at the end, apologies. Also, while this was airing, $WULF hit a new 52-wk high of $26.85 🐺
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Today on CNBC Power Lunch, TeraWulf CEO Paul Prager summed up the AI/HPC bottleneck perfectly. Brian Sullivan: “Is there any indication that companies needing compute power are dialing back? Considering Google is one of your clients.” Paul Prager: “Not to my knowledge… GPUs are critical, but the real constraint now is scalable power infrastructure.” Paul made clear today that WULF’s edge in AI/HPC starts with energy infrastructure and scalable power, built on 25 years of experience. Interview faded out a bit at the end, apologies. Also, while this was airing, $WULF hit a new 52-wk high of $26.85 🐺

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🚀 The Upside Episode #4 is live! What’s the one factor that will separate AI data center winners from losers? $WULF CEO Paul Prager lays it out – clearly and directly. This matters for every name in the space $IREN $NBIS $CORZ $CIFR $CLSK $CRWV Listen in 👇
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🚀 The Upside Episode #4 is live! What’s the one factor that will separate AI data center winners from losers? $WULF CEO Paul Prager lays it out – clearly and directly. This matters for every name in the space $IREN $NBIS $CORZ $CIFR $CLSK $CRWV Listen in 👇

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My sit down with $WULF CEO Paul Prager “We are going to deliver. We live every day with the concern of we got to execute. As long as we do that, nobody will be disappointed.” Thank you to the TeraWulf team for making this happen. I’m excited to share the full podcast.
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My sit down with $WULF CEO Paul Prager “We are going to deliver. We live every day with the concern of we got to execute. As long as we do that, nobody will be disappointed.” Thank you to the TeraWulf team for making this happen. I’m excited to share the full podcast.

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Today’s CNBC Power Lunch with Brian Sullivan and $WULF CEO Paul Prager from TeraWulf - on why WULF raised capital before announcing its Kentucky tenant. Brian Sullivan: “Why sell 47.4M shares of stock - what are you going to do with the money?” Paul Prager: “We sold it because we could. Rather than wait for a tenant deal, we chose to raise the capital now, fully equity-capitalize Hawesville, and strengthen our position in tenant and lender negotiations.” Management continues to signal confidence in the upcoming KY lease announcement - they raised ahead of the deal because they believe demand and leverage are there. $WULF 🐺
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Today’s CNBC Power Lunch with Brian Sullivan and $WULF CEO Paul Prager from TeraWulf - on why WULF raised capital before announcing its Kentucky tenant. Brian Sullivan: “Why sell 47.4M shares of stock - what are you going to do with the money?” Paul Prager: “We sold it because we could. Rather than wait for a tenant deal, we chose to raise the capital now, fully equity-capitalize Hawesville, and strengthen our position in tenant and lender negotiations.” Management continues to signal confidence in the upcoming KY lease announcement - they raised ahead of the deal because they believe demand and leverage are there. $WULF 🐺

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🔥TERAWULF CEO: "WE'RE NOT INVOLVED IN BITCOIN" The company started as a Bitcoin miner but the CEO says the business was "not natural for us. Bitcoin didn't offer predictable cash flow." He adds bitcoin was "great for a short period of time to help us transition to long-term, investment-grade credit off-takes in the data center world." TeraWulf just signed a 20-year, $19 billion lease with Anthropic to host the AI company at a Kentucky data center.
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🔥TERAWULF CEO: "WE'RE NOT INVOLVED IN BITCOIN" The company started as a Bitcoin miner but the CEO says the business was "not natural for us. Bitcoin didn't offer predictable cash flow." He adds bitcoin was "great for a short period of time to help us transition to long-term, investment-grade credit off-takes in the data center world." TeraWulf just signed a 20-year, $19 billion lease with Anthropic to host the AI company at a Kentucky data center.

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"[Alphabet] understands better than anyone that the next era of AI requires enormous, durable power infrastructure. And that's what TeraWulf has, and that's what we deliver on." In case you weren't able to tune in, full CNBC interview with our CEO Paul Prager available here 👇 Thanks again for having us on! Power Lunch Brian Sullivan
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“I have pressed pause on any new data center being able to join the operations in the state of Texas.” As AI data centers become a political flashpoint ahead of the midterm elections, @JonKarl sat down with Texas Gov. Greg Abbott to discuss how his state is responding.

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I take partial blame along with the rest of the industry. We did not communicate the difference between a data center built in Virginia 20 years ago and what we're building now. Most data centers today don't use more water than a golf course, and so that's a huge package of misinformation. Additionally, everybody has to bring their own power. The major benefit to that is we need more power in America. Not just data centers, we need overall power. In Utah for example, I have to bring my own power and build power not only for the data center, but to give back to the community to keep power costs down. That's a major benefit. That's gonna happen across the country.
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I take partial blame along with the rest of the industry. We did not communicate the difference between a data center built in Virginia 20 years ago and what we're building now. Most data centers today don't use more water than a golf course, and so that's a huge package of misinformation. Additionally, everybody has to bring their own power. The major benefit to that is we need more power in America. Not just data centers, we need overall power. In Utah for example, I have to bring my own power and build power not only for the data center, but to give back to the community to keep power costs down. That's a major benefit. That's gonna happen across the country.

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Today I sat down with John McQueeney, State Representative for House District 97 in Tarrant County, Texas and member of the State Affairs Committee covering power grid and electric policy. In the last six weeks alone, John's committee has run three interim data center hearings. He is also drafting the Data Center Responsibility Act for the January 2027 session - the bill that will set the framework for how Texas handles the data center build-out for a generation. Texas has 440 gigawatts of applications in the queue against roughly 110 gigawatts of current peak capacity. Someone has to sort out what's real, what's speculative, and who pays for the grid when it all comes online. John is one of the people doing that work. I hope you enjoy this episode as much as I did. Timestamps (0:00) Intro (02:27) Why Data Centers Are a "12 Out of 10" for Texas (08:17) A Day Without a Data Center (09:34) Inside Stargate: Lancium, Crusoe, Oracle & OpenAI (14:34) When One Data Center Funds 30% of a City's Budget (17:03) The Vicious Restudy Cycle & the Batch Zero Fix (28:55) 440 GW of Applications Chasing 105 GW of Capacity (35:53) The 75 MW Threshold & Going Behind the Meter (48:36) Drafting the Data Center Responsibility Act (54:19) North Texas's Hidden Risk in Batch Zero (01:08:35) Who Actually Pays for the Grid Buildout? (01:14:32) Data Centers Are a National Security Issue (01:18:12) Data Centers in Space & the Long Arc

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“ I spoke to a farmer who lives next to a data center. He’s not had a calf in 2 years because of the noise” It’s also harming chickens and horses” Clayton Tucker talks to Paul Rivera Taken from IG We must stop these data centers

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Today we got details of one of the biggest AI deals of the year: Stargate UAE, a mega data center project being built by G42 in Abu Dhabi in partnership with OpenAI, NVIDIA, Oracle, SoftBank, and Cisco. It marks the first and largest Stargate facility outside the U.S.—and a bold step in creating global AI infrastructure.

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Citadel CEO - Ken Griffin just explained why power is the moat in the AI race. "Build the corresponding power generation... then build that damn data center in America." Still wondering why Citadel wanted Leopold's NeoCloud portfolio? 👀 $IREN has been executing this strategy for years. • 🇺🇸 Building AI infrastructure in America (Texas) • ⚡ ~6GW of secured power • 🔌 Grid-connected sites with critical infrastructure already in place

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139,111 次观看 • 28 天前

TeraWulf $WULF CFO Patrick Fleury states that either NVIDIA, Amazon, or Google will backstop Anthropic's lease payments to TeraWulf at their 401MW Kentucky data center, unless Anthropic itself goes public and establishes a "really strong" investment grade credit rating in the near-term. "In the press release, we said that the lease payments will be backed by investment grade credit support. And we chose that language very carefully.. because one of two things is going to happen. First off, Anthropic, just like OpenAI and others uses three primary chip providers. NVIDIA, Amazon, and Google. One of those three will be providing the chips for this data center. So we will either do something similar that we've done in the past where one of those investment grade providers provides credit support to the project because they're selling tens of billions of dollars of chips into the project. Or if we decide not to do that because Anthropic gets public similar to SpaceX and similar to SpaceX has a strong investment grade credit rating, then you don't need the investment grade credit wrap from one of the bigger guys."
1:10

TeraWulf $WULF CFO Patrick Fleury states that either NVIDIA, Amazon, or Google will backstop Anthropic's lease payments to TeraWulf at their 401MW Kentucky data center, unless Anthropic itself goes public and establishes a "really strong" investment grade credit rating in the near-term. "In the press release, we said that the lease payments will be backed by investment grade credit support. And we chose that language very carefully.. because one of two things is going to happen. First off, Anthropic, just like OpenAI and others uses three primary chip providers. NVIDIA, Amazon, and Google. One of those three will be providing the chips for this data center. So we will either do something similar that we've done in the past where one of those investment grade providers provides credit support to the project because they're selling tens of billions of dollars of chips into the project. Or if we decide not to do that because Anthropic gets public similar to SpaceX and similar to SpaceX has a strong investment grade credit rating, then you don't need the investment grade credit wrap from one of the bigger guys."

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15,665 次观看 • 1 个月前