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Cipher Mining (CIFR) Pivot Toward Hyperscale Infrastructure Follows $734M Q4 Net Loss

Cipher Mining Inc. (NASDAQ:CIFR) is one of the best high volume stocks to invest in now. On February 24, Cipher Mining reported Q4 2025 revenue of $60 million, which was a decline attributed to a challenging Bitcoin mining environment and lower asset prices. The company posted a GAAP net loss of $734 million, primarily driven by non-cash items, including a $450 million mark-to-market loss on convertible notes and $141 million in impairments at its Black Pearl and Odessa facilities.

Despite these losses, the company maintains a strong liquidity position with $754 million in cash and Bitcoin as of year-end 2025. The quarter marked a strategic pivot toward digital infrastructure and hyperscale computing, supported by a successful $2 billion bond offering that was oversubscribed 6.5 times. This funding secures the remaining capital expenditures for the Black Pearl project and supports a 3.4-gigawatt development pipeline.

Cipher Mining Inc. (NASDAQ:CIFR) has already secured $9.3 billion in contracted revenue from data center leases, with expectations for significant annualized net operating income to begin in late 2026 as it transitions away from its legacy mining operations. Management expressed confidence in the Texas market, noting that West Texas is well-positioned to become a global hub for data centers.

Cipher Mining Inc. (NASDAQ:CIFR), together with its subsidiaries, develops and operates industrial-scale data centers in the US.

While we acknowledge the potential of CIFR to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than CIFR and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

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When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

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  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

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