Anthropic 20-year data center lease
Company: Riot - Project: Rockdale
The claim, verbatim
Signed a 20-year lease with Anthropic for 191 megawatts of critical IT capacity at Rockdale, Texas campus, expected to generate $9.1 billion over initial term with two five-year extension options lifting total to $16.1 billion
Source (primary)
Riot Platforms Stock Is Up 80% From Its Low. Here’s Where the Stock Could Go in 2026 - TIKR.com (-, news_article)
View cached copy (2026-09-18)Live source ↗
Quote: “On August 10, Riot disclosed a 20-year lease for 191 megawatts of critical IT capacity at its Rockdale, Texas campus with what it called "one of the world's leading frontier AI labs."... The lease is expected to generate roughly $9.1 billion over its initial term, with two five-year extension options that would lift the total to about $16.1 billion.”
How we checked this
Checked on September 24, 2026. The cited source supports part of this claim, but not all of it.
The article confirms the lease terms, but it presents Anthropic as the tenant only as reported by Bloomberg, not as disclosed by Riot.
Confirmed in the source:
- Riot disclosed a 20-year lease on August 10
- The lease covers 191 megawatts of critical IT capacity
- The capacity is at Riot's Rockdale, Texas campus
- The lease is expected to generate roughly $9.1 billion over its initial term
- Two five-year extension options would lift the total to about $16.1 billion
We could not confirm this from the cited source:
- That the tenant is Anthropic, stated as fact. Riot described the tenant only as 'one of the world's leading frontier AI labs,' and the article attributes the Anthropic identification to a Bloomberg report.
That does not mean it is false — only that this source does not establish it, as of the date above. If we find a source that settles it, we will re-check and update this page.
What we did: Read our cached copy of the publisher (https://www.tikr.com/blog/riot-platforms-stock-is-up-80-from-its-low-heres-where-the-stock-could-go-in-2026) in full (13,100 characters, retrieved September 18, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Riot Platforms Stock Is Up 80% From Its Low. Here’s Where the Stock Could Go in 2026 - TIKR.com
Quote: “On August 10, Riot disclosed a 20-year lease for 191 megawatts of critical IT capacity at its Rockdale, Texas campus with what it called "one of the world's leading frontier AI labs."... The lease is expected to generate roughly $9.1 billion over its initial term, with two five-year extension options that would lift the total to about $16.1 billion.”