## Cipher Mining's AI/HPC Pivot: The Market Is Taking Shape and Here's What It Means
The transformation is happening faster than skeptics expected. **Cipher Mining (CIFR)** just locked in $8.5 billion in contracted AI/HPC capacity through two landmark agreements—a 10-year hosting partnership with Google-backed Fluidstack and a 15-year direct infrastructure lease with AWS. What's remarkable isn't just the dollar amount; it's the execution velocity shaping the company's new growth trajectory.
In Q3 2025, CIFR grew its AI hosting capacity from zero to 544 MW in just three months. The Barber Lake
The transformation is happening faster than skeptics expected. **Cipher Mining (CIFR)** just locked in $8.5 billion in contracted AI/HPC capacity through two landmark agreements—a 10-year hosting partnership with Google-backed Fluidstack and a 15-year direct infrastructure lease with AWS. What's remarkable isn't just the dollar amount; it's the execution velocity shaping the company's new growth trajectory.
In Q3 2025, CIFR grew its AI hosting capacity from zero to 544 MW in just three months. The Barber Lake