Schneider Electric and Motivair Deliver More Than US$290m of AI Infrastructure for TeraWulf’s Planned Lake Mariner Campus

Schneider Electric and Motivair by Schneider Electric have delivered more than US$290 million of AI infrastructure for TeraWulf’s Lake Mariner project, which is being developed as an AI high-performance computing campus in Buffalo, New York.

TeraWulf is converting the Lake Mariner site from a former coal-power and bitcoin-mining location. The planned campus comprises five data halls designed for 3 GW of capacity. This is planned campus capacity, not confirmed commissioned capacity.

The source characterises the project as compressing a build cycle that would typically take 36 months into around 12 months, although it does not provide start or completion dates, nor does it specify the current construction status. It also does not disclose the equipment scope, delivery-completion date, or the share of the overall project covered by the more than US$290 million infrastructure delivery.

The new AI halls are designed around the requirements of dense liquid cooling. CB-4, a 330,000-square-foot hall, uses a square configuration intended to support the fluid piping required for dense liquid-cooling systems. The source cites an expected rack density of 227 kW for a modern AI factory using NVIDIA Vera Rubin, compared with around 10-15 kW per rack for traditional data halls; the 227 kW figure is industry context and is not a confirmed operating specification for Lake Mariner.

The project illustrates the growing role of electrical distribution, power infrastructure and liquid-cooling systems in the delivery of large AI/HPC facilities. If its planned capacity is realised, Lake Mariner could demonstrate the reuse of industrial and mining infrastructure for AI compute, while reinforcing demand for integrated power and thermal infrastructure that can be deployed on accelerated schedules.