TeraWulf 以 1+ GW AI 基础设施收购肯塔基数据中心站点

比特币挖矿公司 TeraWulf Inc.（Nasdaq: WULF）已收购 Muskie Data Campus，该园区位于美国肯塔基州东部，已划拨用于支持一个预计可为 AI 和高性能计算（HPC）工作负载提供超过 1 吉瓦（GW）电力容量的超大规模数据中心。来自 Industrial Equity Partners 的这笔收购以未披露的条款公布，且包含约 285 英亩可开发土地，位于拥有 1,000 英亩的 EastPark 工业园区内。根据 The Block 的股票跟踪数据，这则消息发布后，股价上涨超过 12%。肯塔基电力正在建设一座 345 kV 变电站，并将其接入现有的 765 kV 输电网络，以支持整个 1+ GW 的园区；能源服务协议也已在收购同时期签署。此次扩张体现了 TeraWulf 向 HPC 和 AI 基础设施的战略转变，这是整个行业中多家以往的比特币挖矿公司所共同拥有的趋势。

TeraWulf's HPC Growth

TeraWulf's high-performance computing business overtook its bitcoin mining segment for the first time in Q1 2026, generating approximately $21 million of the company's total $34 million quarterly revenue. The firm currently operates campuses in New York, Texas, and Maryland, and has been converting some bitcoin-focused centers to support HPC workloads.

Strategic Expansion in Kentucky

Muskie will be TeraWulf's second major campus in Kentucky, joining its 480 MW site in Hancock County. CEO Paul Prager stated: "TeraWulf is fundamentally a power infrastructure company that builds digital infrastructure, not the other way around. Our ability to identify, secure, and develop sites like Muskie reflects the advantages of our integrated approach and deep experience operating complex energy infrastructure assets."

Prager added: "This project also reflects an important core strategy at TeraWulf: disciplined growth. We continue to focus on sites with durable power control, scalable expansion potential, strong utility relationships, and clear pathways to commercialization."

行业背景

此次收购发生在美国数据中心开发的更广泛争论之中。批评者认为，数据中心建设可能推高当地电价并引发环境担忧，而支持者则认为数据中心能够创造就业并带来税收收入。