CIFR. Will make sense with more AI and less BTC exposure.

Wait 5 sec.

CIFR. Will make sense with more AI and less BTC exposure.Cipher Digital Inc.BATS:CIFRMRCMMI have previously shared Hive. Today i am in CIFR. Another btc miner going towards AI business model. CIFR is increasingly being valued as AI infrastructure, not just a Bitcoin miner The company, has been pivoting toward, high-performance computing (HPC) and AI data-center leasing. The market, will eventually, value contracted AI infrastructure revenue, at much higher multiples, than cyclical Bitcoin mining revenue. Same trend aorund the BTC minning industry. We also, can see validation from hyperscalers. CIFR has announced large HPC-related, agreements and leases. Involving major cloud/AI counterparties, including arrangements connected to Amazon, Google, and Fluidstack. These deals, are viewed as proof that CIFR's infrastructure, is attractive to large AI customers. Public news from a website today:"Cipher Digital's subsidiary priced and is closing $810M 6.000% senior secured notes due 2031 today at 99.75% of principal. Net proceeds fund Stingray Facility completion, reimburse equity contributions, and build reserves for HPC/data center growth. Move aligns with major AWS and other hyperscaler leases, reinforcing pivot to AI infrastructure beyond Bitcoin mining. Coincides with sector-wide neocloud rally as peers surge on reports of skyrocketing data center demand and costs."