Cipher: The Silent Winner Of AI Infra [Seeking Alpha]
Cipher Mining Inc. (CIFR)
Company Research
Source: Seeking Alpha
Nvidia's earnings confirmed explosive AI data center demand, shifting value toward neoclouds that can energize power faster than hyperscalers. Black Pearl's existing 150 MW infrastructure accelerates AWS monetization to mid-2026, pulling CIFR's earnings curve forward by 12–18 months. Fully contracted 544 MW of AI capacity supports 2026 revenue of $350–400M, with 2027 scaling toward $700M+. A recent $1.3B zero-coupon convertible implies long-term institutional pricing near $21–23/share, validating significant multi-year upside potential. gorodenkoff/iStock via Getty Images Investment Thesis Cipher Mining ( CIFR ) has silently moved past a point that most investors behind AI infrastructure investments never get to see, as its contracted AI hosting revenue now exceeds its entire market value. This itself should This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of CIFR either through stock ownership, options, or other der
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CIFR
News
- Does 300 MW Fluidstack AI Lease And Google Backstop Transform The Bull Case For Cipher Mining (CIFR)? [Yahoo! Finance]Yahoo! Finance
- Cipher Mining: $9.3B In AI Data Center Lease Contracts [Seeking Alpha]Seeking Alpha
- Catalyst Watch: Holiday shopping data, Amazon event, and Salesforce earnings [Seeking Alpha]Seeking Alpha
- Cipher Mining (CIFR) Climbs 9.3% as JPMorgan Expects Bitcoin Surge to $240,000 [Yahoo! Finance]Yahoo! Finance
- Cipher Mining redeems warrants as stock as 6% in Wednesday morning hours [Yahoo! Finance]Yahoo! Finance
CIFR
Earnings
- 11/3/25 - Beat
CIFR
Sec Filings
- 11/28/25 - Form 4
- 11/28/25 - Form 4
- 11/24/25 - Form 8-K
- CIFR's page on the SEC website