AI Data Center Lease Deal Analysis

Riot executed a twenty-year lease worth about $9.1B and $RIOT fell 5.5% in the same session. - 191 MW of critical IT capacity at Rockdale - The counterparty is "a leading frontier AI lab". Riot does not name it - With the AMD lease, 241 MW contracted and about $9.8B of long-term revenue - Riot owns Rockdale outright, bought in January 2026 with the proceeds of roughly 1,080 bitcoin - Corsicana remains a non-binding letter of intent, and Riot counts no capacity from it - Filed August 10. The stock lost 7.3% across the week Riot holds twenty years of one tenant's credit. The tenant supplies its own compute, so the hardware obsolescence stays off Riot's balance sheet.