Cipher Mining Inc. (CIFR) recently entered the AI data center race with major deals with hyperscaler customers. The bitcoin miner is part of a group of companies transitioning from running data ...
My bull case is based on the $9.3B of contracted data center leases (AWS $5.5B/15 years; Fluidstack $3.8B/10 years), which could materialize into revenue as soon as August–September 2026. I see ...
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