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72/100 Bullish 06.07.2026 · 13:07 Finrend AI ⏱ 1 dk 👁 5 TR

TeraWulf Signs $19 Billion AI Infrastructure Campus Lease Agreement with Anthropic

TeraWulf has taken a major step into AI infrastructure by signing a $19 billion lease agreement with Anthropic. The deal involves the company building and operating an AI-focused campus. According to the details, TeraWulf will provide the high-performance computing infrastructure necessary for Anthropic to train and run its AI models. This strategic partnership aims to meet the growing demand for infrastructure in the AI sector. TeraWulf, previously known for cryptocurrency mining, is making a significant investment in the AI field with this agreement. The company will also supply the energy and cooling systems required for the construction and operation of the campus. Anthropic, a company specializing in AI safety and research, will gain the capacity to develop larger and more complex models through this deal. The $19 billion lease stands out as one of the largest investments in AI infrastructure. TeraWulf's move is seen as part of its strategy to diversify its business model and grow in the AI sector. While financial details of the agreement and the campus completion date have not yet been disclosed, the partnership is expected to generate significant returns for both companies. This is not investment advice.

📊 NVDA — Piyasa Yorumu

▲ up · 60%

The news points to a major investment in artificial intelligence infrastructure, which could increase demand for AI chip makers such as NVDA. Technical indicators are at a neutral level; the RSI is around 50, and the price is balanced between the SMA20 and SMA50. The MACD is still negative but approaching zero, suggesting that momentum may gradually recover. In the short term, this news is expected to have a positive impact, but a stronger catalyst may be needed for the price to break through resistance levels.

RSI 14
50.5
MACD
-0.67
24h Δ
0.81%

📊 AMD — Piyasa Yorumu

▲ up · 65%

AMD may be positively impacted by a major investment news in artificial intelligence infrastructure. The latest closing price of $559.41, with a daily increase of 4.2%, indicates short-term momentum. The RSI at 60, not approaching overbought territory, suggests that upside potential may continue. However, the MACD line is below the signal line and negative, indicating that the trend has not yet fully reversed. Trading above the SMA20 and SMA50 supports the medium-term outlook. The news could serve as a positive catalyst for AMD, potentially boosting demand for AI chips.

RSI 14
60.2
MACD
-4.35
24h Δ
4.21%

📊 TSM — Piyasa Yorumu

■ neutral · 30%

Although the news points to a major investment in artificial intelligence infrastructure, TSM does not appear to be directly involved in this deal. On the technical indicators, the RSI is at 56, in neutral territory, while the MACD is below the signal line and trending negative. In the short term, the price is trying to stay above the 20- and 50-day moving averages, but momentum is weak. Therefore, the news is not expected to have a significant directional impact on TSM.

RSI 14
56.2
MACD
-2.98
24h Δ
0.08%

📊 MSFT — Piyasa Yorumu

▲ up · 65%

The news points to a major investment in artificial intelligence infrastructure, which could create a positive sentiment across the technology sector. MSFT shares have risen 4.8% in the last 24 hours, with an RSI of 55 indicating neutral territory and no overbought signal. Although the MACD line is just below the signal line, the price is trading above both the 20-day and 50-day moving averages. In the short term, this AI-focused development may indirectly benefit MSFT, but some profit-taking could occur following the recent rally.

RSI 14
55.3
MACD
4.70
24h Δ
4.81%
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