v3.26.1
DEBT (Tables)
6 Months Ended
Jun. 30, 2026
Debt Disclosure [Abstract]  
Schedule of Long-Term Borrowings
The following summarizes the Company’s long-term borrowings, net of debt issuance costs as of the period presented:
June 30, 2026
Maturity DateInterest RateOutstanding PrincipalUnamortized debt issuance costs and original issue discounts and premium, net
Current portion of Long-term Debt
Outstanding Borrowings, net
Long-term borrowings:
2030 Convertible Notes
May 20301.750%$172,500 $(4,332)$— $168,168 
2031 Convertible NotesOctober 20310.000%1,300,000 (398,544)— 901,456 
Cipher Compute 2030 Senior Secured NotesNovember 20307.125%1,733,000 (24,195)(94,484)1,614,321 
Black Pearl Compute 2031 Senior Secured NotesFebruary 20316.125%2,000,000 (33,193)— 1,966,807 
Stingray Compute 2031 Senior Secured NotesJune 20316.000%810,000 (13,886)— 796,114 
Total Long-term borrowings
$6,015,500 $(474,150)$(94,484)$5,446,866 
December 31, 2025
Maturity DateInterest RateOutstanding PrincipalUnamortized debt issuance costs and original issue discounts and premium, netCurrent portion of Long-term DebtOutstanding Borrowings, net
Long-term borrowings:
2030 Convertible Notes
May 20301.750%$172,500 $(4,857)$— $167,643 
2031 Convertible NotesOctober 20310.000%1,300,000 (429,158)— 870,842 
Cipher Compute 2030 Senior Secured NotesNovember 20307.125%1,733,000 (22,044)(37,793)1,673,163 
Total Long-term borrowings
$3,205,500 $(456,059)$(37,793)$2,711,648 
Schedule of Components of Convertible Debt Interest Expense
The following table summarizes the components of interest expense recognized on the Company's convertible notes for three and six months ended June 30, 2026 and 2025 (in thousands):
Three Months Ended June 30,Six Months Ended June 30,
2026202520262025
2030 Convertible Notes:
Contractual interest expense$755 $319 $1,509 $319 
Amortization of issuance costs and discount266 110 530 110 
Total interest expense$1,021 $429 $2,039 $429 
2031 Convertible Notes:
Contractual interest expense$— $— $— $— 
Amortization of issuance costs and discount15,523 — 30,614 — 
Total interest expense$15,523 $— $30,614 $— 
Schedule of Future Principal Payments
As of June 30, 2026, aggregate future required minimum principal payments based on the terms of the long-term borrowings were as follows:
(in thousands)
Remainder of 2026$18,476 
2027217,105 
2028296,291 
2029300,978 
2030(1)
1,557,594 
Thereafter(2)
3,625,056 
Total principal of long-term borrowings$6,015,500 
(1) Included in 2030 is $172.5 million of principal related to the 2030 Convertible Notes which may be settled in cash, shares of common stock, or a combination thereof.
(2) Included in Thereafter is $1,300.0 million of principal related to the 2031 Convertible Notes which may be settled in cash, shares of common stock, or a combination thereof.