데이터센터 · 리포트

TeraWulf는 Anthropic과의 190억 달러 규모 임대 계약에 대한 프로젝트 파이낸싱을 지원하기 위해 Google의 크레딧 백스톱을 확보했으며, Fluor와 확정 EPC 계약을 체결했습니다.

이는 하이퍼스케일러가 보증한 신용보증을 바탕으로 대규모 AI 데이터센터 임대를 뒷받침하는 사례로, 비트코인 채굴 기업에서 AI 호스팅 사업자로 전환한 기업들이 Anthropic 관련 대규모 용량을 조달할 수 있다는 강력한 신호다.

크립토Slicast · 2026년 11월 4일 13:15 UTC · 미국 · 출처: Stock Titan

중요도 92

TeraWulf (NASDAQ: WULF) has executed Google credit support agreements for anticipated debt financing supporting approximately $19 billion of contracted Anthropic lease commitments.

The financing is intended to support development of the Justified Data Campus in Hawesville, Kentucky. TeraWulf says Google's contractual support strengthens its ability to secure competitive project financing. The agreements do not constitute completed debt financing.

TeraWulf also signed a definitive engineering, procurement and construction (EPC) agreement with Fluor for three data center buildings at Justified, expanding Fluor's role beyond early engineering and pre-construction and expanding execution capacity for the project. Fluor's scope extends through testing and commissioning. The agreement establishes delivery milestones, open-book cost reporting, procurement oversight and contractual performance protections. Guaranteed maximum pricing is being established as engineering and procurement progress. Phased ready-for-service completions are expected from late 2027 through the second quarter of 2028.

Separately, contracted power capacity at the Muskie Data Campus recently expanded to 1 GW.

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