CIFR Discloses 70MW AWS Lease Terms Starting April 27, Projecting $1.9B NOI per Megawatt

According to analyst Matthew Sigel, CIFR disclosed terms for its 70MW AWS lease on a 15-year triple-net structure beginning April 27, 2026. Under the agreement, CIFR retains 100% of margins and is projected to generate $1.9 billion in net operating income per megawatt—a high-end estimate compared to the company's previous financial models.
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