AI Power and Compute Supply Map: Who Has Turned MW Into Contracts?
A visual map of listed AI power, colocation and AI cloud providers, separating secured power, contracted capacity, live AI cloud revenue and still-unproven power options.
This report tracks listed companies that can turn power, data center capacity, or GPUs into AI hosting and AI cloud revenue.
The key distinction is contract proof: APLD, WULF, CIFR and HUT have large long-term AI/HPC leases; IREN has the fastest AI Cloud operating ramp; BTDR and HIVE have early GPU revenue and power options; RIOT, BITF, CLSK and MARA still need larger customer contracts.
English summary
The Chinese version contains the full visual dashboard. Core conclusion: the market should not price every power-rich bitcoin miner the same. Contracted AI/HPC capacity deserves a higher-quality multiple than undeveloped gross power. APLD and WULF have the strongest new contract proof; IREN is the clearest operating AI Cloud transition; BTDR is a high-beta next-contract option.
