AI Infrastructure: Buy The Buildings, Not The GPUs [Seeking Alpha]
TeraWulf Inc. (WULF)
Company Research
Source: Seeking Alpha
Digital, and TeraWulf offer superior risk-adjusted returns over neocloud providers in AI infrastructure. Power scarcity is a structural, decade-long tailwind, with U.S. data center electricity demand projected to rise from 4% to 12-15% by 2030. Pure power plays benefit from predictable cash flows, minimal technology risk, and asset longevity, while neoclouds face risks from rapid depreciation and hyperscalers. The lowest-risk AI infrastructure winners will be those controlling scarce, durable power resources rather than those providing neoclouds. Hugo Kurk/iStock via Getty Images The AI infrastructure build-out represents a trillion-dollar opportunity over the next decade. Power scarcity, not computing power, is proving to be the scarcest resource. Against this backdrop, pure-play digital landlords who provide powered AI-ready facilities, companies like Applied Digital ( This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares
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WULF
News
- How the Narrative Surrounding TeraWulf Is Changing With Its AI and HPC Transition [Yahoo! Finance]Yahoo! Finance
- TeraWulf (NASDAQ:WULF) had its "sell (d-)" rating reaffirmed by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a>.MarketBeat
- TeraWulf (WULF) Q3 Revenue Reaches $50.6 Million Amid Self-Mined Bitcoin Decline, Citizens Maintains Market Outperform Rating [Yahoo! Finance]Yahoo! Finance
- Will TeraWulf's (WULF) Shift to AI and Simplified Capital Structure Enhance Investor Trust? [Yahoo! Finance]Yahoo! Finance
- TeraWulf (NASDAQ:WULF) had its "sell (d-)" rating reaffirmed by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a>.MarketBeat
WULF
Earnings
- 11/10/25 - Miss
WULF
Sec Filings
- 12/11/25 - Form 4
- 12/11/25 - Form 4
- 12/11/25 - Form 4
- WULF's page on the SEC website