"Trump opened the dinner by addressing a significant obstacle for tech companies: getting enough electricity to run the massive data centers needed to develop AI. His administration has been working to remove barriers to connecting data centers to the power grid, even though many challenges exist at the state level, Trump said. "I know everybody at this table indirectly, because I read and study about you and know a lot about your business, and actually make it very easy for you as far as power capacity, and get it for you, get your permits."
CIF
Cipher Mining
Ação
Ação
ISIN: US17253J1060
Ticker: CIFR
US17253J1060
CIFR
Price
Discussão sobre CIFR
Postos
821H·
Power capacities needed!
www.n-tv.deTech-Bosse schleimen sich im Weißen Haus bei Trump ein
1111
12 Comentáriosinvestment_wizard_2286@investment_wizard_2286
21H
••
Ver todas as 4 restantes respostas
5D·
Price targets of the analysts 🚀
$IREN (-0,67%) owns the data centers, the power supply and the property. For maximum performance on a large scale $IREN (-0,67%) the best choice on the market.
Wall Street is slowly starting to realize this, hopefully soon the big hyperscalers will too 🚀
Current Price: $26.48.
Average Price Target: $35.
Average Analyst Success Rate: 51.81%.
1. the US capacity for energy and computing power is severely limited
2. approval and construction of facilities take years
3. vast amounts of computing power are required for inference (running ChatGPT, Claude, etc.).
3. $IREN (-0,67%) is a highly regarded, publicly traded Bitcoin miner with massive data centers under construction in Texas.
4. the company has moved away from Bitcoin mining in these new facilities and instead built them out for AI training and inference.
5 Once completed, these facilities are expected to generate approximately $2 billion in new cash flow.
6. even if the AI fails completely, these facilities are extremely valuable as traditional data centers or can be repurposed for Bitcoin mining.
7. the total market capitalization is currently around 5.8 billion US dollars.
🟢 IREN owns the entire stack - land, power, data center infrastructure and GPUs - and can ramp up capacity faster than anyone else.
🟢 They have just doubled their fleet with the latest Blackwell chips from NVIDIA and are ready to scale.
🟢 Ability to ramp up to tens of thousands of GPUs within a few months
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2929
40 Comentários
Hello my dear,
What does their debt ratio actually look like? They must have an enormous capex.
I don't want to know what the investments in the data centers with Nvidia cpu's cost. And Iren probably won't have the cash flow that the big ones (Microsoft, Meta, Alphabet) have.
What does their debt ratio actually look like? They must have an enormous capex.
I don't want to know what the investments in the data centers with Nvidia cpu's cost. And Iren probably won't have the cash flow that the big ones (Microsoft, Meta, Alphabet) have.
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77
•3Semana·
Top 100 Public Bitcoin Treasury Companies and 72 Etherum Holding > 100 ETH
For those who are interested:
https://bitcointreasuries.net/
Entities holding >100 ETH in their treasury:
https://strategicethreserve.xyz/
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1616
17 Comentários
3Semana
Very cool overview 🙏🏼 I am always surprised that BigTech, which is sitting on huge cash reserves, does not also invest in BTC.
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44
•2Mês·
From Bitcoin miner to AI/HPC data center company
A large part of the investment thesis of $IREN (-0,67%) is linked to the company's ambitious expansion into the fast-growing AI/HPC sector.
While $IREN (-0,67%) Bitcoin mining yields remain exceptional, performance in this segment is heavily influenced by factors outside of the company's control - namely price, network difficulty and ASIC prices. $BTC (+0,19%) -price, network difficulty and ASIC prices.
Today's demand for AI computing power is only a fraction of what will be needed.
The reasons are:
- AI switches from text to real-time video, 3D and full scene understanding
- AI co-pilots integrated into every productivity and development tool
- Autonomous robots, vehicles and smart factories
- AI-generated content on a large scale: ads, movies, virtual worlds
- Constant retraining of boundary models, 100 times more computationally intensive
Access to AI computing power and related infrastructure will be critical for major tech companies to defend and grow their multi-billion dollar valuations. These players are outbidding each other, not only to secure capacity, but also to prevent others from obtaining it. Whoever controls the most computing power capacity and supporting infrastructure will gain a massive advantage over the other.
We have already seen this in the race for $NVDA (-3,33%) chips, the biggest bottleneck in the AI value chain today. But this bottleneck is shifting as computing capacity becomes increasingly constrained by access to AI-optimized energy infrastructure.
And here, in my opinion $IREN (-0,67%) that has more than 3 GW of AI-optimized infrastructure will benefit. It takes time to build, contracts for infrastructure and power connection contracts are becoming more difficult, and the land and locations required are becoming more expensive, $IREN (-0,67%) has recognized this early on.
Increase in hash rate since 2023:
$IREN (-0,67%) available today with $IREN (-0,67%) AI Cloud has $NVDA (-3,33%) H100 and H200 GPU clusters.
These clusters are powered 100% by renewable energy.
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3030
42 Comentários
I've been in it for a long time and am also well up. However, I still see a lot of potential and a high Bitcoin price will further accelerate growth in the AI sector.
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66
•7Mês·
Bitcoin miner Cipher secures $50 million investment from Softbank
Cipher Mining Inc. announced a $50 million private investment in public equity (PIPE) from Softbank Group Corp, positioning the technology-focused investor as a major shareholder in the company.
Softbank becomes major investor in Cipher Mining
The Cipher Mining (Nasdaq: CIFR) transaction involves Softbank purchasing approximately 10.4 million shares of Cipher's common stock, with the funds directed toward the company's high performance computing (HPC) initiatives.
According to the company, the investment comes as Cipher continues to expand its presence in large-scale industrial data center development and Bitcoin (BTC) mining activities. Tyler Page, CEO of Cipher Mining, described the investment as a milestone in the company's growth.
"We are pleased to welcome Softbank as a major investor in Cipher," Page said on Friday. "This investment comes at a pivotal moment in Cipher's growth trajectory as the company continues to attract attention for its project pipeline and innovative solutions in the large-scale industrial data center space."
Cipher's CEO added:
Softbank's focus on innovation in technology and AI development aligns with our vision to establish ourselves as a leader in HPC data center development.
Cipher said on Friday that this investment strengthens its position in the industry as it pursues broader operational capabilities. Keefe, Bruyette & Woods Inc. acted as financial advisor to the company, while Latham & Watkins LLP provided legal counsel for the transaction.
Late last November, the company unveiled plans for a new facility, the Stingray site, designed to improve infrastructure. This addition would integrate 100 megawatts (MW) of front-of-the-meter capacity into the expanding data center network.
7Mês·
IREN Limited the most efficient Bitcoin miner with enormous potential ?
IREN Limited, formerly Iris Energy Limited, is an Australian-based company that owns and operates data centers powered by 100% renewable energy. Its facilities are optimized for Bitcoin mining, artificial intelligence (AI) cloud services and other power-intensive computing. The mining data centers are located in Canal Flats, Mackenzie, Prince George and Childress. Bitcoin Mining provides security for the Bitcoin network. Al Cloud Services provides cloud compute for Al customers, 1,896 NVIDIA H100 and H200 GPUs. The Canal Flats facility is located in the Canadian Rocky Mountains, 100 kilometers (km) from Cranbrook Regional Airport and 500 km east of Vancouver. Its facility is located in Prince George, the city in northern British Columbia, 500 km north of Vancouver. The facility is located in Childress County, Texas, more than 250 miles northwest of Dallas and in close proximity to several wind and solar power plants in the region. The company operates 200 MW of data centers in Childress.
I have put together a few interesting graphics here and I would be interested in your opinion of the company.
@stefan_21
@Testo-Investor Have you already dealt with the miners, what do you think of $IREN (-0,67%) ? I would be interested to know ✌️
All- In Cash Cost per $BTC (+0,19%) :
$IREN (-0,67%) Record-breaking growth in hash rate
In the year 2024 $IREN (-0,67%) set a new industry record for the fastest growth in operating hash rate (EH/s) in a single year among the $BTC (+0,19%) -miners, surpassing 400%.
$IREN (-0,67%) also held the previous single-year growth record of 350% in 2023.
Graphic: @Agrippa_Inv from 𝕏
According to VanEck, switching from BTC mining to an AI data center of just 20% for $IREN would be worth a capitalization of $6,571,000,000.
Despite $BTC (+0,19%) halving , $IREN achieved an impressive annual production growth of 55% - the highest growth rate among all public $BTC miners in 2024.
Graphic: @Agrippa_Inv from 𝕏
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+ 2
99
20 Comentários
Thanks for the introduction, I actually didn't know the company yet :)
Bitcoin mining is an extremely competitive business in which only the most efficient miners are successful in the long term. Mining alone is now almost only worthwhile if, for example, overproduced electricity from renewable sources is used, which the miners can get virtually for free - or/and if the miners can also use the heat generated. In principle, Bitcoin mining simply converts electricity 1:1 into heat - Bitcoin is created as a "waste product". That's why there are more and more mining plants that supply neighboring villages and cities with district heating... or vegetable plantations... or or - there are now the wildest constructions :D
Personally, I won't invest in any miners, simply because I know how difficult it is to remain profitable in the long term. I'd rather buy Bitcoin🤪
Bitcoin mining is an extremely competitive business in which only the most efficient miners are successful in the long term. Mining alone is now almost only worthwhile if, for example, overproduced electricity from renewable sources is used, which the miners can get virtually for free - or/and if the miners can also use the heat generated. In principle, Bitcoin mining simply converts electricity 1:1 into heat - Bitcoin is created as a "waste product". That's why there are more and more mining plants that supply neighboring villages and cities with district heating... or vegetable plantations... or or - there are now the wildest constructions :D
Personally, I won't invest in any miners, simply because I know how difficult it is to remain profitable in the long term. I'd rather buy Bitcoin🤪
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11Mês·
Monthly performance of crypto stocks in September
+27% MicroStrategy
+27% Bitdeer Technologies
+24% Advanced Blockchain
+22% Hut 8 Corp
+18% Cipher Mining
+17% VanEck Crypto & Blockchain ETF
+16% Global X Blockchain ETF
+14% Terawulf
+13% Galaxy Digital
+12% Iris Energy
+10% Bitcoin for comparison
+7% Riot Platforms
+2% Bitcoin Group
+1% Hive Digital
+1% CleanSpark
+1% Coinbase (Coinzi)
+0% Bit Mining
+0% Northern Data
-3% Argo Blockchain
-4% Marathon Digital
-15% Coinshares International
>> Which ones are you invested in?
#bitcoin
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#krypto
#crypto
55
4 Comentários
11Mês
I sold Microsoft Strategy yesterday after a short holding period with over 28% 🥹
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44
•11Mês·
Weekly performance of crypto stocks (28.09.)
+40% Cipher Mining
+25% Iris Energy
+21% MicroStrategy
+19% Hut 8 Corp
+17% Galaxy Digital
+16% Bitdeer Technologies
+14% Global X Blockchain ETF
+12% Coinbase (Coinzi)
+12% CleanSpark
+12% VanEck Crypto & Blockchain ETF
+11% Argo Blockchain
+10% Marathon Digital
+8% Riot Platforms
+6% Hive Digital
+6% Bitcoin Group
+5% Bit Mining
+4% Terawulf
+4% Bitcoin for comparison
+4% Northern Data
+2% Advanced Blockchain
-7% Coinshares International
#bitcoin
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#krypto
#crypto
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