1 AI Stock That Could Quietly Compound Wealth Over the Next Decade

Core Insights - AI chips are essential for the AI boom, but AI data centers are also critical for handling intense workloads, leading to investment opportunities like Cipher Mining [1][3] - Cipher Mining has pivoted to AI infrastructure, signing long-term deals with major tech companies, positioning itself for long-term growth [1][7] Group 1: Cipher Mining's Position and Growth - Cipher Mining has signed a 15-year deal with Amazon valued at $5.5 billion, totaling 300 megawatts, and has over 3 gigawatts in its pipeline [7] - The company also secured a 10-year deal with Fluidstack, which is backed by Google, further solidifying its market position [7] - Demand for U.S. AI data center gigawatts is projected to increase by more than 30-fold by 2035, indicating significant growth potential for Cipher Mining [8] Group 2: Regulatory Environment and Competitive Landscape - A recent ruling by the Environmental Protection Agency regarding xAI's Memphis data center presents a tailwind for Cipher Mining, as it relies on renewable energy and complies with environmental regulations [4][5] - The ruling poses challenges for competitors using gas turbines, potentially leading xAI to seek additional capacity from Cipher Mining [6] - The increasing regulatory scrutiny on gas-powered AI data centers may create further opportunities for Cipher Mining as it positions itself as a compliant alternative [5][6]