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WULFBullishCorporate Developmentsnews

High materiality8/10

TeraWulf expands Muskie to 1 GW, signals 2029 ramp catalyst

Oct 5, 2026, 8:33 AM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

The expansion elevates Muskie's capacity and accelerates the potential revenue runway, enhancing visibility and scalability of WULF's data-center portfolio; however, execution depends on PSC approval and construction pacing, introducing near-term execution risk.

AI summary

What happened, with direct paths to the underlying reporting

TeraWulf announced an amended Kentucky Power contract increasing Muskie Data Campus capacity from 500 MW to 1 GW and moving the second 500 MW phase to 2029, subject to PSC approval. The move implies stronger long-term revenue visibility for HPC/AI workloads and a potential path to 2 GW, contingent on regulatory and infra progress. Near-term catalysts include PSC clearance and related construction schedules.

TeraWulf expands Muskie to 1 GW; second 500 MW slated for 2029.
Delivery timing hinges on PSC approval; first 500 MW ramp remains 2028.
Muskie could support up to 2 GW with additional planning.
Regulatory and infrastructure milestones remain key to value realization.

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