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Applied AI·July 6, 2026·1 min read

TeraWulf’s stock surges after a $19 billion deal with Anthropic

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A $19B AI deal landing on a former crypto miner is another data point that cheap power and existing energy permits are now strategic AI assets. If you control low-cost electrons or stranded energy, you’re no longer just an infra vendor—you’re in the AI capex conversation.