Serenity: Kimi's Hash Rate Shortage News and New Contract Catalysts Drive AI Cloud and Data Center Stocks' Strong Rebound

BlockBeats News, July 21st, Serenity's article stated that AI cloud and data center-related stocks saw a significant rebound. IREN surged by 19.69%. Previously, the company raised its annualized recurring revenue target to over $4 billion due to a new AI cloud service contract, with customers now including Microsoft, Nvidia, Perplexity, and Figure.

Hut 8 (HUT) rose by 10.45% after signing a 15-year, $9.8 billion AI data center leasing agreement; Cipher Mining (CIFR) increased by 16.76%; CleanSpark (CLSK) rose by 13.7%; WhiteFiber (WYFI) went up by 9.18%.

In contrast, Nebius (NBIS) and CoreWeave (CRWV) did not see a significant uptrend. Serenity believes that driven by catalysts such as the Kimi hash power shortage news and new contracts, a noticeable recovery is underway for emerging AI cloud service providers and data center hosting companies.

Source #IREN #Microsoft #nvidia #Perplexity #Figure #Hut 8 #Cipher Mining #CleanSpark #CoreWeave

Correction/Report

RelatedRecommended

Kimi K3 Reimagines AI Narrative: Will Budget Model Disrupt the Compute Boom?

Low-Cost Open-Weight Model Challenges AI Valuation Narrative

After the Grand Launch of the Kimi K3, Revisiting the Landscape of Large-scale Models Competition Between China and the United States

Kimi K3 will be open source in 4 days, and this time Americans are really anxious.

Foreigners said they were more shocked than the day the Soviet satellite was launched into orbit.

Trump Wants to Restrict Kimi, Market Should Focus on Open Source Model Price War

Kimi K3 has completely shaken up the United States.

Cursor "Shell" Kimi Controversy Reversed: From Copyright Infringement Allegations to Authorized Collaboration, China's Open Source Model Once Again Becomes a Global AI Foundation

Cursor was accused of being based on Kimi K2.5, which sparked controversy, and was later confirmed to be compliant through Fireworks AI due diligence.

On-Chain Activity