Bernstein initiated coverage on Cipher Mining (CIFR) with an Outperform rating.

The firm established a price target of $32 per share.

Analysts identified bitcoin miners as power landlords for the high-demand artificial intelligence sector.

Bernstein projects AI-related revenue for the bitcoin mining industry will increase ninefold by 2030.

Cipher’s capital-light lease model and strong order book drive expectations for rapid revenue growth.