The AI power buildout is real. Here's the full stack:
The Bitcoin-to-AI powerhouse: $IREN Ltd(IREN)$ - IREN Limited, 100% renewable power, B300 deployments live, scaling fast on Cerebras-class customers.
The neocloud anchor: $NEBIUS(NBIS)$ - Nebius Group, NVIDIA $2B strategic investment, $17.4B Microsoft contract plus a $27B Meta deal, full-stack AI cloud across 16 global sites.
The quality hyperscaler host: $APPLIED DIGITAL CORP(APLD)$ - Applied Digital, $31B contracted lease revenue across 4 AI Factory campuses, 1.2 GW under contract, investment-grade hyperscalers.
The cipher pivot: $Cipher Mining Inc.(CIFR)$ - Cipher Digital, $11.4B contracted revenue, 600 MW AWS plus Google/Fluidstack leases, fully rebranded from BTC mining to AI HPC.
The Cerebras anchor play: $Digi Power X Inc.(DGXX)$ - Digi Power X, $2.5B Cerebras 10-year MSA, 400 MW secured across AL/NY/NC, zero debt plus cash flush.
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