Es genial ver cómo mi tesis sobre Wulf del año pasado se está desarrollando ahora con Fluidstack en Lake Mariner. Esto da credibilidad a mi tesis actual sobre GLXY. Creo que el mercado está dormido; si Novo alquila el resto de la capacidad de Helios con la misma economía que su actual acuerdo con Coreweave, GLXY debería revalorizarse mucho más alto.
TeraWulf
TeraWulf18 ago, 20:16
TeraWulf Announces Fluidstack Expansion with 160 MW CB-5 Lease at Lake Mariner 🐺 @fluidstackio has exercised its option to expand at the Company’s Lake Mariner data center campus in Western New York. The expansion adds CB-5, a new purpose-built data center building providing an incremental 160 MW of critical IT load, with operations expected to commence in the second half of 2026. In connection with the new CB-5 lease, @Google will provide an incremental backstop of $1.4 billion in support of project-related debt financing and will receive warrants to acquire 32.5 million shares of TeraWulf common stock - bringing Google’s total backstop increases to approximately $3.2 billion, and its total pro forma equity ownership in $WULF to approximately 14%.
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