CIFR
Cipher Mining
Evaluating PivotA highly efficient, low-cost operator with deep ties to major energy infrastructure (Bitfury backed). They are strategically evaluating HPC retrofits at their massive ERCOT (Texas) sites.
Total Secured Power
875 MW
AI/HPC Allocated
0 MW
Current Hashrate
12 EH/s
Target Hashrate (2026)
25 EH/s
The Investment Thesis
The Bull Case
They have a massive pipeline of cheap, secured power in Texas. If they announce a tier-1 HPC contract, the stock could re-rate significantly to match peers.
The Bear Case
They are currently a 'show me' story on the AI front. Until a contract is signed, the market is treating them purely as a Bitcoin miner subject to halving economics.
AI Infrastructure Details
GPU Fleet Status
None currently
Key HPC Partnerships
In negotiations
Infrastructure Visualization
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