Woah, $Riot Platforms(RIOT.US) announced a $9.1B deal with Anthropic, with a possible contract extending to $16.1B, over 20Y.$AMD(AMD.US) 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(IREN.US) and co. grow up.

Riot Platforms

IREN

GraniteShares 2x Long AMD Daily ETF

AI/Semi Supply Chain Analyst
ex. RISC-V FDN, AI research scientist;