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.
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.
Summary aggregated from CoinDesk's public RSS feed. The full reporting belongs to CoinDesk — please read it on their site.