Serenity@aleabitoredditPost2026-08-11

Riot announced a $9.1B deal with Anthropic, potentially expanding to $16.1B over 20 years.

Riot announced a $9.1B deal with Anthropic, potentially expanding to $16.1B over 20 years. AMD also expanded its existing deal. The colocation basket expects revenue inflection in H2 2027, with Riot's Anthropic deal targeting first 96 MW by Dec 2027 and AMD's full 50 MW by May 2027.

“Woah, $RIOT announced a $9.1B deal with Anthropic, with a possible contract extending to $16.1B, over 20Y. $AMD also exercised its option to expand its existing deal with Riot. (And they still have another 1 GW campus they have LOI with for a tenant) In terms of timelines, seem like most of the Colo basket have their revenue inflections hit H2 2027? (Eg. Riot Anthropic deal targets Dec 2027 for first 96 MW, AMD full 50 MW - May 2027) It’s cute to see all the former miners like $IREN and co. grow up.”