ChainThink 消息,8 月 5 日,据财报文件,比特币矿企 TeraWulf(Nasdaq:WULF)发布 2026 年二季度财报,总营收 4477 万美元,其中 HPC(高性能计算)租赁收入 3193 万美元,占比约 71%。
报告期内,公司净亏损 9.408 亿美元,主要受认股权证公允价值变动亏损 7.557 亿美元影响;调整后 EBITDA 为亏损 1834 万美元。
截至 6 月 30 日,公司现金及受限现金合计约 30 亿美元。
业务方面,Lake Mariner 数据中心园区截至 7 月初已有 102 MW 关键 IT 容量投入运营,另有 336 MW 正在建设中;
CB-3 交付后,Google 为 Fluidstack 租赁义务提供的 6 亿美元信用支持已生效。公司另在推进 250 MW 电力容量申请,仍待互联互通审批。
季后,TeraWulf 与 Anthropic 签署 20 年数据中心租约,涉及肯塔基州 Justified 园区约 401 MW 关键 IT 容量,合同期内收入约 190 亿美元,若续约选项全部行使最高可达约 330 亿美元,首批交付预计 2027 年下半年开始。
公司还出售 Abernathy 合资企业 50.1% 权益,并收购 Muskie Data Campus;FERC 已批准其收购马里兰州 Morgantown 发电站。
Disclaimer: Contains third-party opinions, does not constitute financial advice
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