The Motley Fool·2026-01-05 06:00Core Insights - The article emphasizes the potential for mid-cap AI stocks to generate significant wealth as the AI industry continues to grow, highlighting the success of Nvidia as a benchmark for potential gains [2]. Group 1: Cipher Mining - Cipher Mining has transitioned to AI infrastructure, experiencing substantial growth, with its stock value tripling in 2025 [4]. - The company secured a 15-year, $5.5 billion deal with Amazon Web Services, providing 300 megawatts of capacity [6]. - Cipher Mining's energy pipeline has expanded to 3.4 gigawatts, allowing for the potential of 10 additional similar deals, generating approximately $367 million annually [7]. - The company aims to generate billions in annual recurring revenue by the end of 2026, indicating a strong demand for AI data centers across the U.S. [8]. Group 2: Ondas Holdings - Ondas Holdings, a mid-cap stock focused on AI-powered drones, saw its stock nearly quadruple in 2025, with a market cap of $3 billion [9]. - The company reported $10.1 million in revenue for Q3, marking a 60% quarter-over-quarter increase, and set a preliminary target of $110 million for 2026 [11]. - Ondas Holdings is actively acquiring companies to enhance its market position and has received $10 million in new autonomous systems orders, indicating strong commercial demand [12]. Group 3: Argan - Argan specializes in constructing AI data centers and currently has a record backlog of $3 billion, under contract for about 6 gigawatts of power-generating assets [14]. - Despite a slight dip in revenue year-over-year for fiscal Q3 2026, the backlog is expected to support accelerated revenue growth [16]. - The company has seen its stock more than double in 2025 and increase by approximately 600% over the past five years, reflecting strong market demand for AI infrastructure [17].