AI contracts, not bitcoin, now drive miner valuations, and Cipher and TeraWulf look cheap
Covered by 2 sources · 2 articles
2 outlets - including Blockchainreporter and Coindesk - are covering this story. Analysts say markets are under-pricing the AI data center pipelines of bitcoin miners Cipher and TeraWulf, with billions in signed leases ignored by investors.
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AI Contracts, Not Bitcoin, Now Drive Miner Valuations—and Cipher, TeraWulf Look Cheap
Analysts say markets are under-pricing the AI data center pipelines of bitcoin miners Cipher and TeraWulf, with billions in signed leases ignored by investors.
AI contracts, not bitcoin, now drive miner valuations, and Cipher and TeraWulf look cheap
Compass Point analysts Michael Donovan and Ed Engel said markets are giving little credit to future AI data center pipelines despite billions of dollars in signed leases.