May. 8 at 12:40 AM
There is an insatiable demand for AI compute.
And there are only a few companies that can supply it.
High-Performance Compute
$CORZ
$SLNH
$GLXY
$RIOT
$CIFR
This list represents the ultimate 2026 alpha: the pivot from "Mining Bitcoin" to "Powering AI." The real moats today aren't just chips—they are power permits and cooling infrastructure.
$CORZ is leading the charge, securing
$3.3B in funding to scale its 1.5GW power pipeline, while
$RIOT is already delivering dedicated capacity to AMD. As these miners swap volatile BTC revenue for 85%-margin AI contracts, we're seeing a massive institutional re-rating. Who do you think wins the race to become the next AI infra giant: the massive scale of
$CORZ or the vertically integrated power plays like
$RIOT and
$CIFR?
