获谷歌32亿美元支持！比特币矿商TeraWulf股价五日飙涨近90%

Core Insights - TeraWulf's stock surged nearly 90% in the past week following Google's increase in its stake to 14% through a $3.2 billion guarantee for purchasing over 73 million shares [1][2] - The partnership with Google expanded significantly from an initial $1.8 billion guarantee for 8% equity to the current $3.2 billion, coinciding with Fluidstack's decision to increase its leasing scale in a 10-year agreement with TeraWulf [1] Company Developments - TeraWulf's CEO Paul Prager highlighted Google's support as a significant endorsement from a leading player in the AI sector, with the Lake Mariner data center expected to become one of the largest in the U.S. upon completion [3] - The company announced a $400 million debt issuance plan related to the data center project [3] Industry Trends - TeraWulf is among several Bitcoin miners transitioning towards AI infrastructure, with analysts predicting the data center market will double in size starting in 2024, reaching approximately $585 billion by 2032 [3] - The pipeline for "hyperscale" data center leases in the U.S. has reached a historic high, indicating strong demand for data center capacity [3] Analyst Perspectives - Needham analyst John Todaro raised TeraWulf's target price from $6 to $11, citing the company's suitability for converting Bitcoin mining data center capacity into AI computing [4] - Concerns were raised regarding potential equity dilution due to Google's significant stake and the issuance of convertible debt [4]