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.