Why TeraWulf, IREN, and Other Data Center Stocks Jumped Today

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Shares of** TeraWulf **(WULF +4.84%) rose on Monday after the digital infrastructure developer struck a blockbuster deal with leading artificial intelligence (AI) model maker Anthropic.

IREN's (IREN +12.89%) shares were likewise up sharply, on reports that the data center operator could also be about to sign a lucrative computing capacity agreement with the AI giant.

Image source: Getty Images.

Partnering with an AI titan

TeraWulf signed a 20-year lease with Anthropic at its Justified Data campus in Kentucky. The project is projected to go online in the second half of 2027 and ramp up to 401 megawatts of computing power by early 2028. The deal is forecast to produce a whopping $19 billion in contracted revenue.

"The Anthropic lease validates our strategy and establishes a long-duration revenue stream with one of the world's leading AI companies," TeraWulf CEO Paul Prager said in a press release.

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NASDAQ: WULF

TeraWulf

Today's Change

(4.84%) $1.02

Current Price

$22.20

Key Data Points

Market Cap

$10BMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.Market cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.

Day's Range

$22.02 - $25.04

52wk Range

$4.52 - $29.84

Volume

3.5M

Avg Vol

30.5M

Gross Margin

3.62%

TeraWulf also agreed to sell its 50.1% stake in its Abernathy Joint Venture to an investor group led by its development partner Fluidstack. The deal will generate a profit on its $450 million investment and free up cash for TeraWulf to deploy into more lucrative AI infrastructure projects.

More deals are on the horizon

News also broke that Anthropic was seeking computing resources in Australia. The AI leader reportedly wants to secure at least 1.4 gigawatts of data center capacity in a deal that could be valued at up to $15 billion.

IREN is believed to be a leading candidate for at least a portion of this lucrative AI infrastructure project.

Freedom Capital Markets analyst Paul Meeks, in turn, upgraded IREN's stock from hold to buy and reiterated his $58 share price target. Meeks sees IREN's revenue surging from $717 million this year to $8.5 billion in fiscal 2028.

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