📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Cipher Digital(CIFR.US) Cipher Digital, Fluidstack and Anthropic Commit $𝟭𝟬 𝗠𝗶𝗹𝗹𝗶𝗼𝗻 to Texas Water Infrastructure
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗖𝗶𝗽𝗵𝗲𝗿, 𝗙𝗹𝘂𝗶𝗱𝘀𝘁𝗮𝗰𝗸 and 𝗔𝗻𝘁𝗵𝗿𝗼𝗽𝗶𝗰 jointly commit $𝟭𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻.➤ Funding targets 𝗖𝗼𝗹𝗼𝗿𝗮𝗱𝗼 𝗖𝗶𝘁𝘆's aging water infrastructure in Texas.➤ Projects include additional 𝘄𝗮𝘁𝗲𝗿 𝘀𝘁𝗼𝗿𝗮𝗴𝗲 and replacement of aging valves.➤ Companies established the nonprofit 𝗖𝗼𝗹𝗼𝗿𝗮𝗱𝗼 𝗖𝗶𝘁𝘆 𝗪𝗮𝘁𝗲𝗿 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 𝗙𝗼𝘂𝗻𝗱𝗮𝘁𝗶𝗼𝗻.➤ Foundation will coordinate projects with 𝗖𝗼𝗹𝗼𝗿𝗮𝗱𝗼 𝗖𝗶𝘁𝘆 officials and engineers.➤ Investment follows chronic outages and July storm damage to water infrastructure.➤ Cipher's 𝗕𝗮𝗿𝗯𝗲𝗿 𝗟𝗮𝗸𝗲 data center uses its own water supply.➤ Facility draws 𝗻𝗼 𝘄𝗮𝘁𝗲𝗿 from Colorado City's municipal system.➤ Cipher says operations won't impact local drinking water or residential utility bills.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ The $𝟭𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 commitment could improve local water reliability and resilience.➤ Investment addresses community infrastructure concerns surrounding expanding 𝗔𝗜 𝗱𝗮𝘁𝗮 𝗰𝗲𝗻𝘁𝗲𝗿 development.➤ Independent on-site water reduces potential competition with 𝗿𝗲𝘀𝗶𝗱𝗲𝗻𝘁𝗶𝗮𝗹 𝘄𝗮𝘁𝗲𝗿 demand.➤ Partnership highlights community investment alongside growing 𝗔𝗜 𝗶𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 deployment.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗗𝘂𝘀𝘁𝗶𝗻 𝗕𝘂𝗿𝗿𝗼𝘄𝘀, Texas House Speaker:"As Texas continues to grow, it is important that the companies helping drive that growth are also good neighbors and partners in our communities. This donation for Colorado City's water infrastructure will strengthen the region's water future while demonstrating a commitment to the Texans who call this community home. I want to thank the companies for their generosity and for investing in the long-term future of Colorado City and West Texas."𝗥𝘂𝗯𝗲𝗻 𝗛𝘂𝗿𝘁, Colorado City Mayor:"When we welcomed these companies to our community, they told us they would be good neighbors. This $10 million contribution for critical repairs to our local water system demonstrates they meant every word."𝗧𝘆𝗹𝗲𝗿 𝗣𝗮𝗴𝗲, Cipher's Chief Executive Officer:"Being a good neighbor means showing up for the issues that matter most to the communities where we operate, even when those issues predate us. In Colorado City, we wanted to invest directly in solutions that will benefit the community for years to come. We're grateful to Speaker Burrows and local leaders for their partnership, and proud that Colorado City is home to one of our data centers."𝗞𝗮𝘁𝗲 𝗙𝗿𝗮𝗻𝗸𝗼, Public Affairs Lead for Fluidstack:"Everywhere Fluidstack operates, we try to listen first and understand what the community actually needs. This summer, our neighbors here had a problem. We asked if we could help, and we're glad the answer was yes."𝗥𝘆𝗮𝗻 𝗪𝗶𝗹𝘀𝗼𝗻, Head of Economic Development for Anthropic:"Communities that host AI infrastructure should be better off for it. Colorado City's leaders identified what their water system needs, and we're glad to help fund it.”
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Cipher Digital(CIFR.US) Cipher Developing Natural Gas Pipelines to Support Up to 2.5 GW of New Data Center Power
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗖𝗶𝗽𝗵𝗲𝗿 begins developing natural gas lateral pipelines across multiple sites.➤ Pipelines could support up to 𝟮.𝟱 𝗚𝗪 of on-site generation.➤ Infrastructure will connect Cipher sites with nearby 𝗻𝗮𝘁𝘂𝗿𝗮𝗹 𝗴𝗮𝘀 supplies.➤ Cipher will partner with power providers on generation infrastructure.➤ New power is targeted to become available before 𝗲𝗻𝗱-𝟮𝟬𝟮𝟳.➤ Additional generation could expand Cipher's leasable 𝗛𝗣𝗖 𝗱𝗮𝘁𝗮 𝗰𝗲𝗻𝘁𝗲𝗿 capacity.➤ Cipher plans to lease expanded capacity to 𝗽𝗿𝗲𝗺𝗶𝗲𝗿 𝗛𝗣𝗖 tenants.➤ Company intends to seek 𝗴𝗿𝗶𝗱 𝗰𝗼𝗻𝗻𝗲𝗰𝘁𝗶𝗼𝗻 for new generation capacity.➤ Strategy aims to accelerate power availability while supporting 𝗴𝗿𝗶𝗱 𝘀𝘁𝗮𝗯𝗶𝗹𝗶𝘁𝘆.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Up to 𝟮.𝟱 𝗚𝗪 could materially increase Cipher's HPC leasing potential.➤ On-site generation could reduce dependence on lengthy 𝗴𝗿𝗶𝗱 𝗶𝗻𝘁𝗲𝗿𝗰𝗼𝗻𝗻𝗲𝗰𝘁𝗶𝗼𝗻 timelines.➤ Additional power could support growing demand for 𝗔𝗜 and HPC infrastructure.➤ More leasable capacity could expand Cipher's potential 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿 𝗿𝗲𝘃𝗲𝗻𝘂𝗲 opportunity.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:𝗧𝘆𝗹𝗲𝗿 𝗣𝗮𝗴𝗲, Chief Executive Officer:“Securing and delivering power is the foundation of everything we do and bringing our own electricity generation allows us to unlock significant new capacity quickly,” said Tyler Page, Chief Executive Officer. “By developing these lateral pipelines, we are taking a decisive step toward adding up to 2.5 GW of power to our portfolio, and we plan to seek grid connection for this generation capacity, in an effort to proactively contribute to greater grid stability in the communities in which we build our data centers.” - H
$Cipher Digital(CIFR.US) | Citizens 重申在密碼挖礦方面的市場超額表現，目標價 $30
分析師認為 Cipher 正將其不斷增長的人工智能基礎設施管道轉化為經常性基礎設施現金流。 - H
⚡ 更新：特朗普表示，數據中心可能比石油更重要 - $Nebius(NBIS.US) $Coreweave(CRWV.US) $IREN(IREN.US) $Cipher Digital(CIFR.US) $Terawulf(WULF.US) $Applied Digital(APLD.US) $Galaxy Digital(GLXY.US) $SharonAI(SHAZ.US) $Navitas Semiconductor(NVTS.US)
特朗普告訴 Punchbowl News，他看到得克薩斯州似乎反對建設數據中心的跡象，並表示這將是一個錯誤。他補充説，他尚未採取正式立場，但指出歡迎數據中心建成的社區會吸引大量資本流入，一些數據中心正在拔地而起，且它們在經濟上至關重要；他説，如果得克薩斯州説不，那將是一個錯誤，因為數據中心可能比石油更重要。 - H
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Cipher Digital(CIFR.US) Cipher Digital 加速黑珍珠數據中心交付，鎖定新 900 MW 站點
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ Cipher 提前交付了首批 𝗕𝗹𝗮𝗰𝗸 𝗣𝗲𝗮𝗿𝗹 數據中心容量。➤ 交付因加速而提前了 𝟮 個月，租金已開始收取。➤ 公司獲得了聖安東尼奧附近 𝟵𝟬𝟬 𝗠𝗪 Apollo 站點的期權。➤ Apollo 佔地約 𝟮𝟴𝟴 𝗮𝗰𝗿𝗲𝘀，已進入 ERCOT 的 Batch Zero 流程。➤ Cipher 完成了融資，以全額資助 𝗦𝘁𝗶𝗻𝗴𝗿𝗮𝘆 數據中心的開發。➤ 融資償還了此前已資助項目成本的 $𝟱𝟲.𝟳 𝗺𝗶𝗹𝗹𝗶𝗼𝗻。➤ Q2 總收入為 $𝟮𝟱 𝗺𝗶𝗹𝗹𝗶𝗼𝗻。➤ 2026 年第二季度調整後 EBITDA 為 -$𝟯𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻。➤ Barber Lake 和 Stingray 數據中心的開發仍按計劃進行。👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ 更早的黑珍珠交付加速了租賃收入的產生。➤ 新的 𝟵𝟬𝟬 𝗠𝗪 站點顯著擴大了 Cipher 的 AI 數據中心管道。➤ 項目融資增強了未來 HPC 擴張的資金可見性。➤ 強化了對 AI 就緒數據中心容量的超大規模客户需求增長。👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗧𝘆𝗹𝗲𝗿 𝗣𝗮𝗴𝗲, Chief Executive Officer:“我們很自豪能夠提前交付我們的首個 HPC 數據中心容量，並宣佈該站點的租金已經開始收取。這種加速交付證明了我們能夠在具有挑戰性的環境中，以規模、速度且不妥協的方式執行。隨着我們繼續獲取新站點並簽署新協議，我們紀律嚴明的執行基礎才是真正讓我們脱穎而出的原因。”𝗧𝘆𝗹𝗲𝗿 𝗣𝗮𝗴𝗲, Chief Executive Officer:“我們戰略的核心優勢在於其可重複性，在第二季度，我們再次證明了這一點。我們通過資本市場為我們的另一項租賃提供資金，獲得了一個新站點的期權，並向租户提供了加速交付的容量，進一步鞏固了我們作為領先 HPC 開發平台的地位。我們期待將這一勢頭帶入第三季度，預計將在那裏取得重大進展。” - W
$Cipher Digital(CIFR.US) Q2 財報雙雙不及預期 🩸
EPS: $(0.65) vs 預估 $(0.22)銷售額: $24.837M vs 預估 $32.515M🟥 -8.15%
