Serenity（白毛股神）@aleabitoreddit发帖2026-08-11

Riot宣布与Anthropic达成91亿美元协议，可能扩大至161亿美元，期限20年。AMD也扩大了与Riot的现有交易。托管板块预计收入拐点出现在2027年下半年，Riot的A

Riot宣布与Anthropic达成91亿美元协议，可能扩大至161亿美元，期限20年。AMD也扩大了与Riot的现有交易。托管板块预计收入拐点出现在2027年下半年，Riot的Anthropic交易首批96兆瓦目标2027年12月，AMD全部50兆瓦目标2027年5月。

“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.”