Cipher Mining dispara 19% após fechar contrato bilionário de US$ 5,5 bilhões com AWS para data centers de IA
Ação de mineração de criptomoedas decola com anúncio estratégico de parceria de 15 anos
O que acontece quando mineração encontra nuvem
Cipher Mining capitaliza a febre de IA com movimento ousado na infraestrutura. A empresa garante capacidade de data center massiva através de contrato de locação de década e meia com a AWS. Valor do acordo: US$ 5,5 bilhões. Mercado reage imediatamente - ações disparam 19% em sessão única.
Transformando watts em lucro
A jogada posiciona a mineradora na interseção entre cripto e computação em nuvem. Estratégia aproveita demanda explosiva por processamento de IA enquanto diversifica fluxos de receita. Contrato de longo prazo oferece estabilidade operacional rara no volátil espaço cripto.
Wall Street finalmente acorda para o potencial
Os mesmos analistas que há seis meses questionavam modelo de negócio agora celebram 'visão estratégica'. Porque nada convence céticos como bilhões em contratos - exceto talvez mais bilhões. Setor de mineração prova que inovação não morre, apenas se adapta.
From crypto mines to AI engines
With energy-intensive Bitcoin mining facing profitability pressure from volatile token prices and rising electricity costs, firms such as Cipher are redeploying their assets toward long-term hosting revenue.
Cipher’s chief executive officer, Tyler Page, reportedly stated that the latest partnership validates their thesis “that Tier 1 hyperscalers would turn to Cipher.”
The company also unveiled plans for a new 1 gigawatt development in West Texas called Colchis, a 620-acre site adjacent to an existing substation. Cipher said it will hold most of the ownership equity of the project, which will be connected directly to the American Electric Power grid and is expected to go live in 2028.
The Colchis project, together with the AWS agreement, adds to Cipher’s total development pipeline of 3.2 gigawatts of capacity.
Investors reward Cipher’s pivot
Cipher reported a third-quarter net loss of $3 million, which is a major improvement from last year’s $86 million loss.
The company’s stronger cash position and long-term contract visibility were enough to encourage investors and boost the share price. The AWS lease alone, analysts noted, could generate steady revenue over the next decade and a half, offering better predictability than the cyclical and dwindling revenues of crypto mining.
Cipher is not alone in the Monday stock rally as another miner, IREN, announced the same day a $9.7 billion hardware-supply deal with Microsoft for AI cloud services. This led to IREN’s stock going up by over 20%.
Betting on the AI infrastructure boom
The partnership with AWS positions Cipher as a key player in meeting the energy and data center demands of artificial intelligence, where capacity constraints have become a bottleneck for global expansion.
Tech giants such as Amazon, Google, and Microsoft have all turned to external infrastructure providers to secure scalable, energy-efficient sites capable of running AI workloads.
By leveraging its existing energy contracts and experience operating in high-power environments, Cipher aims to capture part of that demand. The AWS project will not generate revenue until 2026, and large-scale developments such as Colchis carry substantial construction and financing challenges.
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