TeraWulf has expanded the contracted electricity capacity for its Muskie data campus from 500 MW to 1 GW. The October 5 announcement says an amended Kentucky Power agreement brings the second 500 MW phase forward from 2030 to 2029, subject to Kentucky Public Service Commission approval and utility construction. TeraWulf Muskie capacity agreement.
The first 500 MW remains targeted to ramp in 2028. Those are planned service dates. The amended agreement does not mean the campus currently has 1 GW of energised computing capacity.
Power rights and delivered infrastructure differ
The utility work described includes high-voltage infrastructure needed to serve the campus. A contract can establish a route to supply, but transmission, substations and the customer’s own facilities still have to reach readiness together.
Our assessment is that moving a phase forward can improve the commercial planning window for prospective customers. Its value depends on the approvals and construction sequence being achievable. The company’s discussion of evaluating further expansion should also remain separate from the capacity actually covered by this amendment.
Watch the conditions being cleared
The immediate evidence is regulatory progress and utility milestones. Later, energisation and accepted customer capacity will establish what the agreement delivered. Until those steps occur, 1 GW is the contracted target, not an operating output measure or a guarantee that all of it becomes available at once.
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Sources & evidence
Sources describe the announcements and evidence available when this analysis was published. Company claims are attributed; plans and trials are not treated as sustained operation.
