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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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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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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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