TeraWulf Inc. (WULF) shares snapped a seven-session losing streak on Monday after the company announced a 20-year lease agreement with Anthropic. TeraWulf expects to initially generate about $19 billion in contracted revenue from the lease, with the first power delivery expected in the second half of 2026. The lease covers a purpose-built AI infrastructure campus at TeraWulf's Justified Data site in Kentucky with approximately 401 megawatts of critical IT capacity. The agreement gives Anthropic access to dedicated AI infrastructure as demand for compute capacity continues to surge. TeraWulf said the long-term lease validates its strategy of developing large-scale AI data center campuses and establishes a durable revenue stream with one of the world's leading AI companies. TeraWulf shares were up more than 14% in Monday’s opening trade. WULF was the top trending ticker on Stocktwits at the time of writing. TeraWulf also agreed to sell its 50.1% ownership stake in the Abernathy Joint Venture to an investor group led by its joint venture partner, Fluidstack. The company said the transaction monetizes its roughly $450 million investment at a premium, freeing up capital to expand its wholly owned AI infrastructure portfolio.