Cipher Digital은 3% 주가 하락에도 불구하고 Texas Barber Lake 데이터센터 시설의 90억 달러 규모 20년 리스 연장 계약을 확보했다.

Cipher Digital announced an extension of its Barber Lake data center lease in Texas, expanding the contract from 10 to 20 years and boosting contracted revenue to over $9 billion. Despite this major development, the company's stock declined 2.70% to USD 16.07 as of September 30, 2026, reflecting investor concerns about the timing, rising costs, and execution risks associated with the expansion.

The company has committed to covering initial cost overruns without raising new debt, a measure intended to demonstrate financial discipline. However, market participants remain cautious about phased delivery timelines and cost-sharing arrangements that could affect profitability over the contract's extended duration. These concerns point to broader skepticism about the sustainability of long-term capital commitments in the digital infrastructure sector.

The market sentiment extended beyond Cipher Digital. TeraWulf declined 1.66% to USD 14.84, while IREN Limited also fell, suggesting investors are reassessing their exposure to digital infrastructure companies amid concerns about capital demands and the feasibility of growth-dependent business models. Despite the recent declines, both Cipher Digital and TeraWulf maintained substantial market capitalizations of $6.85 billion and $7.54 billion respectively.

Pluang's order activity data indicated some underlying support for both names. Buy orders represented 59% of activity for Cipher Digital and 81% for TeraWulf, suggesting that retail investors on the platform continue to find value at current levels despite the sector's recent headwinds.