Top 3 Picks for 2026!

We unpack why power access and delivery speed will decide the winners of AI HPC in 2026, then rank our top picks: Riot, IREN, Cipher, Bitfarms, and Core Scientific. Bitcoin’s pullback frames entry points, but the core story is megawatts, contracts, and teams that can build at scale.

• Bitcoin price weakness and miner share compression
• Heat map review and 2025 standouts
• Cipher’s executed contracts, multi‑site pipeline, trusted build team
• Bitfarms’ pivot to HPC with Panther Creek, Scrubgrass, and financing stack
• IREN CSP model with Microsoft, GPU scale, and mining efficiency
• Core Scientific’s CoreWeave colocation deal economics and margin profile
• Riot’s Corsicana scale, operational turnaround, and capital access
• Power scarcity as the decisive edge for 2026–2027 deals
• Outlook for HPC demand growth and miner optionality

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