Майнинговая компания TeraWulf привлечет $3 млрд для строительства дата-центра ИИ

cryptonews.ruPublicado em 2025-09-15Última atualização em 2025-09-26

Майнинговая компания TeraWulf привлекает примерно $3 млрд через Morgan Stanley для строительства дата-центров при поддержке Google. Об этом сообщил финансовый директор TeraWulf Патрик Флери (Patrick Fleury) в интервью Bloomberg.

Сделка может состояться уже в октябре. Google обязалась поддержать долговое финансирование на дополнительные $1,4 млрд, доведя общую сумму своих обязательств до $3,2 млрд. Условия сделки все еще обсуждаются, и нет гарантий, что она состоится.

Бум искусственного интеллекта создал новые возможности

Развитие искусственного интеллекта привело к острому дефициту площадей в дата-центрах, GPU-чипов и надежного доступа к электроэнергии. Крупные майнинговые компании оказались в выигрышном положении — у них уже есть два самых дефицитных ресурса: существующая инфраструктура дата-центров и стабильное электроснабжение.

В августе TeraWulf заключила десятилетнее соглашение об аренде с Fluidstack — провайдером инфраструктуры для ИИ. Контракт на $3,7 млрд также обеспечен Google, которая получила 14% акций TeraWulf.

Таким образом, Google вложила в общей сложности $3,2 млрд в обе сделки, что демонстрирует серьезные долгосрочные инвестиции в трансформацию майнинговой инфраструктуры для нужд искусственного интеллекта.

Акции TeraWulf взлетели на 12%

Акции TeraWulf (WULF) 25 сентября выросли на 12%, достигнув внутридневного максимума $11,72. Однако к концу торгов они снизились на 3,7% до $10,97 во внебиржевой торговле, согласно данным Google Finance.

После первоначального объявления в августе акции компании взлетели на 80% за несколько дней, последовавших за этим событием. 2025 год вообще складывается для TeraWulf успешно — котировки выросли на 94% с начала года.

Cipher Mining заключила аналогичную сделку

25 сентября еще одна компания — Cipher Mining — объявила о похожем соглашении с той же компанией Fluidstack при поддержке Google, которая получила 5,4% акций Cipher. Компания предоставит Fluidstack мощности дата-центра, а Google приобретет долю в Cipher и обеспечит обязательства на $1,4 млрд.

Google активно инвестирует в преобразование криптовалютных дата-центров для обслуживания потребностей искусственного интеллекта, используя уже существующие мощности и энергетическую базу майнеров.

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