CIFR
Guest preview — showing qualitative direction only.
CIFR Analysis Summary
Cipher Mining (CIFR) operates in Layer 3: Infrastructure, in the Power Rich Data Centers sub-sector. With a $2.0B market cap and 30% AI-derived revenue, it sits in the midstream tier of the AI supply chain.
The current composite signal is bearish with none conviction, driven primarily by daily factors.
CIFR has supply chain relationships with 2 companies in the AI ecosystem. Upstream suppliers include ETN, VRT.
CIFR is currently affected by 1 bottleneck (Grid Gear / Long-Lead Electrical Equipment).
Learn more about our signal methodology. View Signal History → Cipher Mining AI Visibility →
Analysis as of May 21, 2026 15:32 UTC (daily run). Live data.
Data Trust
Quality grade C · Score 0.74 · Updated May 21, 2026 15:32 UTC (0.3h ago)
Source-by-source provenance available after sign-in.
Signal Snapshot
Current model view is bearish with none conviction. Based on the latest daily run.
Primary driver appears to be daily factors for this ticker.
Latest Recommendation
No recent recommendation is currently published for this ticker in the latest completed runs.
Supply Chain Position (Guest Preview)
Neighbor signal strengths and propagation context available after sign-in.
Portfolio Position
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Bottleneck Exposure (Guest Preview)
Fundamentals & Characteristics
- Market Cap
- $2,000M (2.0B)
- Avg Daily Volume
- $80.0M
- AI Revenue %
- 30%
- Liquid Options
- No
- Layer
- 3 — Infrastructure
- Sub-Sector
- Power Rich Data Centers
- Mega Cap
- No
Latest Signal Snapshot
Full multi-run history, trend charts, and component-level changes available after sign-in.
Key Facts About CIFR
- Company: Cipher Mining
- Supply Chain Position: Infrastructure (Layer 3 of 10)
- Market Cap: $2.0B
- AI Revenue: 30%
- Sub-sector: Power Rich Data Centers
- Tier: Midstream
- Supply Chain Partners: 2 companies
CIFR FAQ
What does Cipher Mining do in AI?
Cipher Mining (CIFR) operates in the Infrastructure layer of the AI supply chain, in the Power Rich Data Centers sub-sector.
Is CIFR a buy or sell?
Full signal analysis for CIFR is available after sign-in at Early Signal. Our quantitative model analyzes momentum, sentiment, earnings, and supply chain factors.
What AI supply chain layer is CIFR in?
CIFR is in Layer 3: Infrastructure. Early Signal's 10-layer taxonomy traces the AI value chain from raw materials (Layer 0) through semiconductor manufacturing, chips, infrastructure, cloud platforms, AI tools, foundation models, applications, AI-enabled transformation, to secondary beneficiaries (Layer 9). Learn more on the methodology page.
What is Cipher Mining's AI revenue exposure?
Cipher Mining derives approximately 30% of its revenue from AI-related activities. It has a market capitalization of $2.0B and sits in the midstream tier of the AI supply chain.
⚡ AI Brand Visibility
How often AI models (ChatGPT, Claude, Gemini) mention Cipher Mining when users ask questions in its category.
Source: geo.sig.ai — tracks AI visibility for 5,600+ companies across 30 verticals.