Oracle Stock And 2 Crypto Infrastructure Names Tied To AI Data Center Demand

Global demand for AI related technology is lifting export orders for key chip and electronics hubs, and that ripple effect reaches straight into cryptocurrency and blockchain stocks. When more computing power and data infrastructure are built, blockchains and digital asset platforms often gain fresh attention from capital. This article highlights three stocks from our Top Cryptocurrency and Blockchain Stocks screener that could help you position for that trend.

The three stocks in this article are only a starting sample. The full screen surfaced 17 more cryptocurrency and blockchain companies with equally compelling narratives that are not covered here. Head straight into the Top Cryptocurrency and Blockchain Stocks screener to identify, filter and analyze the highest conviction plays in this space.

Core Scientific is one of the largest US providers of power hungry infrastructure that underpins both <a href="https://xpertsstudio.com/hype-price-nears-ath-amid-bitcoin-recovery/” title=”HYPE Price Nears ATH Amid Bitcoin Recovery”>Bitcoin mining and high density compute. Its core link to the crypto and blockchain theme is its digital asset self mining and hosted mining operations, while a sizeable US$260 million of revenue comes from colocation services that also support AI and machine learning workloads. The digital asset self mining segment generates about US$151 million and hosted mining around US$29 million, with all reported revenue currently sourced in the United States. Core Scientific has a market cap of roughly US$6.1b.

Investors watching the crypto and blockchain space may want Core Scientific on their radar because the company is trying to turn its Bitcoin focused infrastructure into a broader AI and high performance computing platform. Long dated power and capacity agreements, including the US$8.7b CoreWeave contract and the AMD partnership, give a clearer line of sight on future data center demand, even as the business is still loss making and working through post Chapter 11 restructuring. Balance sheet pressure, customer concentration and execution risk on new campuses like Muskogee are real concerns. The interesting question is whether those risks are already reflected in the price or whether the shift beyond pure mining is only just being appreciated.

Core Scientific is trying to turn Bitcoin focused infrastructure into an AI and high performance compute story, yet the real tension sits between ambition and financial strain. Before deciding how that trade off stacks up, read the 1 key reward and 3 important warning signs (2 are major!)

Build your own AI and crypto infrastructure shortlist

Core Scientific and the two other stocks in this article all came from a single Simply Wall St screener, but the real edge is in shaping your own filters. Use our flexible Screener to mix valuation, growth, balance sheet and risk criteria into a watchlist that fits your style, or jump straight into our curated Investing Ideas for ready made starting points.

Oracle is best known as a global enterprise software and cloud company, with its Oracle Blockchain Platform sitting inside Oracle Cloud Infrastructure as the specialist piece that connects it to the cryptocurrency and blockchain theme. The business is still overwhelmingly driven by its core cloud and software segment, which generates about US$58.5b of revenue, compared with US$5.7b from services and US$3.1b from hardware. Oracle is a large cap stock with a market value of roughly US$411.3b.

Oracle provides exposure to enterprise blockchain through a company that is already deeply embedded in mission critical databases, cloud infrastructure and AI workloads. The same Oracle Cloud that runs AI superclusters and large government contracts also hosts distributed ledgers and smart contracts for corporates that want blockchain without building from scratch. The catch is that this blockchain activity sits on top of heavy AI data center spending, high leverage and mixed market confidence about how quickly a large contract backlog will convert into cash. Anyone considering how Oracle might balance that risk and reward profile in long term blockchain infrastructure may want to assess what the current share price is, and is not, already pricing in.

Oracle’s huge cloud and AI engine is tightly linked to enterprise blockchain, yet many investors still treat it as a side story. Get the full analyst forecasts for Oracle and see what the current share price might be missing.

TeraWulf runs large scale Bitcoin mining and digital infrastructure sites in the United States, putting it squarely in the crypto and blockchain space while also serving high performance computing workloads. Its reported revenue comes from digital asset mining of about US$95 million, alongside a segment adjustment of roughly US$70 million, with all revenue currently generated in the US. TeraWulf has a market cap of around US$7.8b.

Investors looking at crypto linked infrastructure may find TeraWulf interesting because it combines direct Bitcoin mining exposure with long duration AI and HPC hosting leases, including multi decade agreements with tenants such as Anthropic and Fluidstack. These contracts tie into very large contracted revenue figures and institutional backing from groups like Google, which can support visibility on future cash flows even while the company still reports heavy losses and relies on external funding. The trade off is meaningful, with a short cash runway, high capital needs and tenant concentration creating real risk if AI or mining demand slows. For anyone focused on the intersection of Bitcoin mining, clean energy and AI data centers, the key question is whether those risks are enough to offset the potential of TeraWulf’s expanding zero carbon campus footprint.

TeraWulf’s long term AI and Bitcoin hosting deals could be masking a very different risk reward profile than a pure miner. Scan the full 1 key reward and 4 important warning signs (1 is major!) and see what the contracted revenue story might be hiding.

Seeking Fresh Alternatives For Your Watchlist

Some stocks move first while the story is still under the radar for now. Identify potential breakout momentum before the crowd locks in the obvious picks by acting early.

• Spot potential income engines early by scanning 12 dividend fortresses, which may help identify companies that could keep paying investors even when sentiment shifts from one theme to the next.
• Track lesser-known potential compounders through the 20 high quality undiscovered gems and follow companies that may be building momentum before they are widely noticed.
• Prepare for potential infrastructure trends using the 55 AI infrastructure stocks and focus on businesses supplying the tools and services to support data-intensive AI demand.

This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.

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MI
mitchell_lawler
The Foxhole

Moderna nearly tripled overnight, and every other mRNA stock jumped with it. I think that could be a trap.

Happy for the melanoma patients. It is no surprise that other companies moved up too. It’s the optionality getting priced in.

There’s a 60% to 85% probability of the vaccine being approved based on historical drug development data. Could be a lot of scrutiny by the FDA due to the novel platform used.

Market might be getting a little ahead of itself here.

About NasdaqGS:CORZ

Core Scientific

Provides infrastructure for high-density colocation services and digital asset mining in the United States.

High growth potential with low risk.

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