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TeraWulf Buys Muskie Data Campus to Build More Than 1 GW of AI and HPC Capacity

The deal secures utility-scale transmission and power agreements that the company says convert land and grid access into a pathway for long-term hosting revenue.

Overview

  • TeraWulf closed the membership interest purchase for the Muskie Data Campus effective May 22 and publicly announced the acquisition on May 26, a disclosure that sent the stock up about 11–13 percent.
  • The site covers roughly 285 acres inside the 1,000-acre EastPark Industrial Park and is planned to support over 1 gigawatt of data center capacity delivered in two phases of 500 megawatts each with targets of the second half of 2028 and the second half of 2030.
  • Kentucky Power, an AEP company, is building a 345 kV substation tied into an existing 765 kV transmission network and TeraWulf says transmission and energy service agreements were executed with the acquisition to provide redundant, utility-scale power.
  • The purchase expands TeraWulf’s development pipeline to about 2.8 gigawatts across its campuses and reflects a deliberate shift from bitcoin mining toward multi-year HPC hosting contracts that already accounted for a majority of Q1 2026 leasing revenue.
  • The company and local officials point to construction jobs and workforce programs, but the plan still depends on securing anchor customers, completing multi-year power projects on schedule, and arranging the needed financing to deliver the 2028 and 2030 build targets.