TeraWulf и Fluidstack расширяют свой ИИ‑кампус до 360 МВт при поддержке Google в размере $3,2 млрд

cryptonews.ruPublicado em 2025-11-17Última atualização em 2025-11-17

Fluidstack воспользовалась опционом на расширение своего присутствия в кампусе дата-центра Lake Mariner компании-майнера биткоина TeraWulf в Западном Нью-Йорке. Это произошло всего через несколько дней после объявления о сделке по размещению ИИ-оборудования мощностью 200 МВт.

В понедельник TeraWulf объявила, что расширение, известное как CB-5, добавит 160 МВт критически важной ИТ-нагрузки для поставщика облачной платформы ИИ. Ожидается, что объект будет введен в эксплуатацию во второй половине 2026 года.

Это обновление основано на объявлении TeraWulf от 14 августа о двух 10-летних соглашениях о размещении ИИ-оборудования с Fluidstack, охватывающих более 200 МВт ИТ-нагрузки. Общая сумма контракта за первоначальный период составит $3,7 млрд. Тогда Google согласилась предоставить поддержку в виде арендных обязательств на $1,8 млрд и гарантийные варранты, эквивалентные 8% акций TeraWulf.

В рамках договора аренды CB-5 Google предоставит дополнительную поддержку в размере $1,4 млрд для финансирования проекта, увеличив свои общие обязательства до примерно $3,2 млрд. Взамен Google получит варранты на 32,5 млн акций TeraWulf, что увеличит ее предполагаемую долю в капитале примерно до 14%. Новый договор аренды предусматривает те же экономические условия, что и ранее объявленные контракты на CB-3 и CB-4.

Акции TeraWulf продолжают расти на фоне новостей в ходе предварительных торгов в понедельник, показав двузначный прирост. 14 августа, когда было объявлено о первоначальной сделке по размещению оборудования, они подскочили почти на 60%.

Помимо расширения, TeraWulf также заявила о намерении привлечь $400 млн посредством частного размещения конвертируемых старших облигаций со сроком погашения в 2031 году. У первоначальных покупателей будет опцион на выкуп дополнительных облигаций на $60 млн.

Поступления будут направлены на финансирование лимитированных колл-транзакций, развитие центров обработки данных и общие корпоративные цели. Облигации будут представлять собой старшие необеспеченные обязательства с полугодовыми выплатами процентов и сроком погашения 1 сентября 2031 года, если не будут конвертированы или погашены ранее.

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