Abstract: Intellectual Property (IP) designs play a pivotal role in the development of modern system-on-chips (SoCs). However, due to globalization in the modern design supply chain of integrated ...
Maintaining a Buy rating for Cipher Mining, driven by imminent HPC/AI lease revenues from AWS and Fluidstack starting in H2 2026. Cipher Mining projects ~$870 million in annual revenue and 76% blended ...
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