What is CIFR Stock?
Cipher Digital's business model, three contracted HPC campuses, development pipeline and the delivery and financing questions behind CIFR.
Cipher Digital
Northwise Research
Research and analysis
Follow current views, model reports, and the work behind Northwise portfolio decisions.
Filtered research
24 of 139 published reports
IREN Stock Forecast
IREN stock forecast 2030 through AI capacity, power, dilution, margins, contract durability, and long-term infrastructure risk.
IREN
Iren Sweetwater Site
Sweetwater: the two-site 2 GW development, energized substation, 300 MW construction phase and conditional Batch Zero status.
IREN
NBIS Keflavik Iceland
Keflavik: Nebius's Iceland service region, Verne's host campus and the limits of publicly disclosed tenant capacity.
Nebius
Where Will Jumia Expand Next?
Where will Jumia expand next after profitability? We examine Tanzania, Angola, and Ethiopia as post-2027 growth options.
Jumia
Iren Prince George Site
Prince George: IREN’s 50 MW campus, the move from mining to GPUs and the next planned liquid-cooled deployment.
IREN
NBIS Kansas City Data Center
Kansas City: Nebius's Patmos deployment, current service-region evidence and the limits of older capacity and revenue assumptions.
Nebius
Jumia Uganda
Jumia Uganda: a growing revenue contribution from a smaller base, customer retention and the economics of expanding delivery coverage.
Jumia
IREN Stock Childress
Childress: Microsoft’s acceptance of Horizon 1, the remaining phases and the difference between IT load and campus power.
IREN
NBIS Stock Masmiyya Israel
Masmiyya: the reported 22 MW tenant agreement, Mega DC's separate project codes and the evidence needed to confirm delivery.
Nebius
Jumia Kenya
Jumia Kenya: current revenue growth, marketplace trust, delivery efficiency and the limits of country-level financial disclosure.
Jumia
IREN Mackenzie Site
Mackenzie: the 80 MW campus, financed air-cooled expansion and planned 2027 liquid-cooled deployment.
IREN
NBIS Stock Beit Shemesh
Beit Shemesh: the reported 58 MW IT tenant agreement, 240 MW host campus and differing phase schedules.
Nebius
Jumia Algeria Exit
Jumia Algeria Exit Strategic Rationalization examines regulatory friction, tax reform, and structural barriers behind Algeria’s withdrawal.
Jumia
NBIS Modi’in Israel Data Center
Modi'in: the documented Blackwell launch, host expansion and the distinction between Nebius equipment and Mega DC capacity.
Nebius
Jumia Stock Morocco
Jumia Morocco: a mixed quarterly and first-half revenue comparison, local marketplace economics and corrected profitability terminology.
Jumia
NBIS Independence MO Data Center
Independence: the four-building 1.2 GW campus, phased utility and generation plans, and its separation from Patmos's nearby project.
Nebius
Nebius Stock Forecast
Nebius Stock Forecast analyzing MW ramp, ARR per MW, capex intensity, and bear, base, bull valuation outcomes through 2030.
Nebius
Nebius Robotics Strategy
Nebius robotics exposure: NVIDIA tools and the Living Lab, Avride's commercial service, funding qualifications and the separate economic tests.
Nebius
Jumia Stock Egypt
Jumia Egypt: the latest revenue recovery, assortment and delivery economics, with country results separated from group targets.
Jumia
NBIS Béthune France
Béthune: the planned 240 MW industrial conversion, conflicting phase schedules and the evidence needed to confirm delivery.
Nebius
NBIS Alabama Data Center
Birmingham: the Oxmoor project, Q4 2026 commissioning target, power and cooling plans, and remaining delivery questions.
Nebius
NBIS Stock Vineland NJ Data Center
Vineland: Microsoft tranche delivery, ongoing campus development and the current DataOne and Bloom power arrangement.
Nebius
NBIS Stock Software Analysis
Nebius's software platform: Aether 3.6, Token Factory, inference acquisitions, pricing boundaries and the new Palantir relationship.
Nebius