---
title: "What's Next For TeraWulf Stock?"
description: "TeraWulf (NASDAQ: WULF) has recently shifted from Bitcoin mining to AI infrastructure, resulting in a 70% stock surge following a $3.7 billion agreement with Fluidstack. This deal, supported by Google"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/254026695.md"
published_at: "2025-08-21T15:04:50.000Z"
---

# What's Next For TeraWulf Stock?

> TeraWulf (NASDAQ: WULF) has recently shifted from Bitcoin mining to AI infrastructure, resulting in a 70% stock surge following a $3.7 billion agreement with Fluidstack. This deal, supported by Google’s $1.8 billion safeguard and an 8% equity stake, could expand to $16 billion. TeraWulf reported a 34% revenue increase in Q2 2025, with AI contracts promising stable income. The company aims to deploy 200 MW of capacity by the end of 2026, positioning itself as a key player in the AI sector.

p ByTrefis Team Share Save Comment Money Markets What's Next For TeraWulf Stock? ByTrefis Team , Contributor. Forbes contributors publish independent expert analyses and insights. Building a platform to do the job of 1 million analysts for Great Speculations Follow Author Aug 21, 2025, 10:07am EDT Share Save Comment Photo illustration by Cheng Xin/Getty Images Getty Images TeraWulf (NASDAQ: WULF) , a firm previously characterized by the volatile nature of Bitcoin mining, has recently made an impressive shift that has propelled its stock upwards. On August 14, 2025, the company revealed a significant 10-year agreement with AI cloud service provider Fluidstack, a contract that immediately altered its course and investor outlook. Within just a week, the stock has surged 70%! This isn't merely a basic contract; it's a substantial, multi-billion dollar pledge towards high-performance computing (HPC). The initial agreement is estimated to be worth around $3.7 billion and encompasses more than 200 megawatts (MW) of critical IT load. However, the truly remarkable aspect is the strategic participation of Google (NASDAQ:GOOG) , which is contributing a $1.8 billion safeguard for Fluidstack’s lease commitments and has acquired an 8% equity stake in TeraWulf. Just a few days later, Fluidstack enlarged the deal, incorporating an additional 160 MW of capacity. This raised the total contracted revenue to approximately $6.7 billion, with the possibility of reaching an astonishing $16 billion if lease extensions are executed, and increased Google's safeguard to $3.2 billion and its equity stake to 14%. Although WULF stock has experienced a favorable run, if you seek a more stable investment than a single stock, consider the High Quality portfolio , which has surpassed the S&P, experiencing >91% returns since its inception. This significant transition from Bitcoin mining to AI infrastructure is the reason the stock has more than doubled from its recent lows. In the second quarter of 2025, TeraWulf announced revenue of $47.6 million, a 34% year-over-year increase. While Bitcoin mining still forms a component of its business, the new AI contracts offer a reliable, long-term revenue source with an anticipated 85% site-level net operating income margin. This is a stark contrast to the exceedingly volatile and lower-margin characteristics of cryptocurrency mining, where miner rewards were reduced in April 2024. Buy or Fear WULF Stock? What lies ahead for TeraWulf is a narrative of execution. The company is on an expedited deployment timetable, with the initial 40 MW of liquid-cooled capacity expected to be operational in the first half of 2026 and complete deployment of the initial 200 MW by the end of that same year. The company's primary objective is to effectively develop this capacity at its Lake Mariner campus in New York. With a robust pipeline for future expansion and the support of one of the world's most influential technology firms, TeraWulf is no longer merely a Bitcoin miner; it has now become a crucial player in the rapidly growing AI infrastructure sector. You might want to investigate the Trefis Reinforced Value (RV) Portfolio , which has surpassed its all-cap stocks benchmark (combination of the S&P 500, S&P mid-cap, and Russell 2000 benchmark indices) by providing solid returns for investors. Why is that? The quarterly rebalanced mix of large-, mid-, and small-cap RV Portfolio stocks offered a proactive approach to capitalize on optimistic market conditions while minimizing losses when markets decline, as outlined in RV Portfolio performance metrics . MORE FOR YOU Editorial Standards Reprints & Permissions LOADING VIDEO PLAYER... FORBES’ FEATURED Video

### Related Stocks

- [WULF.US - Terawulf](https://longbridge.com/en/quote/WULF.US.md)

## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| 比特币矿商 Marathon Digital（MARA）收购 AI 数据中心公司 Exaion 的多数股权 | MARA Holdings 已收购法国人工智能数据中心公司 Exaion 的 64% 股权，进一步增强其在人工智能和云服务方面的关注。该交易在获得监管批准后完成，包括与 NJJ Capital 的合作，后者将持有 MARA France 的 | [Link](https://longbridge.com/en/news/276505853.md) |
| 特朗普支持的 American Bitcoin 在精英企业加密货币圈中获得一席之地 | 美国比特币公司（American Bitcoin Corp）由埃里克·特朗普（Eric Trump）支持，已积累了 6,039 个比特币，使其在全球企业比特币国库中排名前 20。尽管通过挖矿和购买迅速积累了比特币，该公司的股票自纳斯达克上市 | [Link](https://longbridge.com/en/news/276360652.md) |
| Cipher Mining Inc. (CIFR) 是否是值得投资的最佳比特币和区块链股票之一？ | Cipher Mining Inc.（纳斯达克代码：CIFR）被认为是 11 只最佳比特币和区块链股票之一。该公司已任命 Drew Armstrong 为战略事务负责人，Lee Bratcher 为政策与政府事务负责人，任命将于 2026  | [Link](https://longbridge.com/en/news/276197343.md) |
| ShinyHunters 要求 150 万美元以避免泄露拉斯维加斯赌场和度假村连锁的数据 | 永利度假正面临来自网络犯罪团伙 ShinyHunters 的勒索，该团伙声称已盗取超过 80 万名员工的记录，包括社会安全号码。该团伙要求支付 150 万美元的比特币，威胁如果不满足他们的要求，将在 2 月 23 日之前泄露数据。Shiny | [Link](https://longbridge.com/en/news/276474683.md) |
| 在符文网络活动增加的背景下，C2 区块链将其 DOG（比特币）库存扩大至 6.807 亿枚代币 | C2 Blockchain Inc. 已将其 DOG（比特币）持有量增加至 6.807 亿个代币，反映出 1% 的增长。该公司强调其数字资产财库战略，专注于对比特币原生资产的严格评估。最近的分析显示，Runes 协议交易占比特币网络活动的  | [Link](https://longbridge.com/en/news/276444099.md) |

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.
