3 Crypto Stocks Tied To AI Data Centers And Cross Border Payments

Asia trade data now shows record current account surpluses and strong exports from Korea, which keeps attention on cross border payment rails and digital settlement. Crypto and blockchain stocks sit at the center of that conversation. If you care about how value moves around the world, this theme matters. This article highlights 3 stocks from our Top Cryptocurrency and Blockchain Stocks screener.

The three crypto and blockchain stocks below are just a starting sample from this theme, and the full screen surfaced 17 more companies with equally compelling narratives that are not covered in this article. To go deeper into this opportunity set, head straight into the Top Cryptocurrency and Blockchain Stocks screener to identify, filter, and analyze the highest conviction ideas that fit your approach.

Cipher Digital (CIFR)

Overview: Cipher Digital develops and runs large scale data centers in the United States that are used for bitcoin mining and high performance computing hosting, including long term leases for hyperscale customers such as cloud providers. The company focuses on energy efficient, power rich sites that can shift between crypto mining and AI or other compute heavy workloads.

Market Cap: US$8.4b

Cipher Digital sits at the crossroads of bitcoin mining and AI data centers, which gives you exposure to two very different but fast evolving parts of digital infrastructure. The company is building out large sites like Black Pearl and the 900 megawatt Apollo option, with a long duration Amazon lease that could support recurring revenue from high performance compute. At the same time, it still carries meaningful risk from past losses, a limited cash runway and reliance on external borrowing. Recent share price volatility, insider selling and regulatory questions in Texas add another layer of uncertainty. For investors who can handle that mix of growth potential and execution risk, Cipher Digital is a story that some may choose to watch more closely.

Cipher Digital operates between bitcoin mining volatility and long-term AI leases, a combination that can obscure the key factors in this story. Before you decide how to approach that mix, read the 1 key reward and 3 important warning signs (2 are major!)

Build your own crypto and AI infrastructure shortlist

Cipher Digital and the two other stocks in this article all surfaced through a single Simply Wall St screener, but the real edge comes from building filters that match your own style. Use our flexible Screener to mix valuation, growth, balance sheet and risk filters into your own idea set, or tap into our curated Investing Ideas for ready made starting points.

Rambus (RMBS)

Overview: Rambus is a semiconductor company that supplies high speed memory interface chips, security and interface IP, and a large portfolio of related patents that help move and protect data for AI, data centers, government and automotive customers worldwide.

Operations: Rambus currently reports all of its revenue from its Semiconductors segment, which generated about US$756 million.

Market Cap: US$10.9b

Rambus sits in the bottleneck of AI and data center computing, where faster memory bandwidth is becoming just as important as raw processing power. Recent record quarterly revenue, design wins with a Tier 1 US hyperscaler and the launch of its DDR5 9600 server chipset indicate customer demand for its high speed memory and security IP. At the same time, the story involves risks, including heavy dependence on DDR5 products, an ongoing DOJ antitrust subpoena and a history of share price volatility and insider selling. For investors tracking crypto and blockchain infrastructure, Rambus offers a focused way to follow AI-related memory demand, but the concentration and regulatory questions mean it is important to look closely at the details before forming a view.

Rambus sits where AI bandwidth, data security and crypto infrastructure collide, yet many investors still treat it as a simple memory chip story. Get the fuller picture in the 3 key rewards and 2 important warning signs

DLocal (DLO)

Overview: DLocal is a Uruguay based fintech that helps global merchants accept and send payments across emerging markets, handling cards, bank transfers, cash, alternative payment methods and payouts through one platform. It plugs into sectors like ecommerce, streaming, ride hailing, financial services and crypto so international companies can reach local customers without rebuilding payment infrastructure in each country.

Operations: DLocal currently generates about US$1.2b in revenue, all from its Payment Processing segment across its global footprint.

Market Cap: US$4.5b

DLocal stands out in the crypto and blockchain theme because it sits where hundreds of local payment methods meet nearly 800 global merchants in 60+ markets, giving you direct exposure to how real world money moves into and out of digital ecosystems. The business model is capital light and the company reports high returns on equity and strong earnings growth. However, the stock has traded below several fair value estimates, which has caught the attention of institutions like UBS and Goldman Sachs. On the other hand, there is meaningful risk from take rate pressure, regulatory shocks and a young, fast changing board. For investors comfortable with that trade off, DLocal is a payments story that may merit a closer look.

Accelerating cross border flows and a capital light model make DLocal look like pure payments momentum, yet the real story sits in how expectations stack up against execution. Get the full context in the analyst forecasts for DLocal

Seeking Fresh Alternatives Before Momentum Flies

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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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