TeraWulf Signs $19 Billion Anthropic Infrastructure Deal as AI's Power Bill Comes Due
A massive compute-and-power agreement tied to an Anthropic campus in Kentucky underscores that the constraint on frontier AI is increasingly electricity, not just chips.
TeraWulf has signed a $19 billion AI infrastructure deal with Anthropic, per @v_shakthi, anchored to an Anthropic campus in Kentucky. The number is the story. Deals of this magnitude are less about racks of GPUs and more about the physical substrate that AI now demands — land, power generation, and the long-term energy contracts required to keep frontier training and inference running.
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