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Anthropic data center colocation contract

Company: Riot - Project: Rockdale

Subject kind
customer
Statement date
2026-08-20
Promised amount
9100000000.0 USD
Current status
stated

The claim, verbatim

Riot committed to a 20-year data center colocation agreement with Anthropic valued at $9.1 billion, projected to generate $457 million in annual recurring revenue.

Source (primary)

Macquarie raises Riot Platforms price target to $35, maintains Outperform - scanx.trade (-, news_article)
View cached copy (2026-08-31)Live source ↗

Quote: “This strategic pivot is anchored by a $9.1 billion data center agreement with a leading frontier AI lab, reportedly Anthropic. The 20-year colocation agreement is projected to generate approximately $457 million in annual recurring revenue.”

How we checked this

Checked on September 19, 2026. The cited source supports part of this claim, but not all of it.

The document confirms the $9.1 billion figure, 20-year term, and $457 million annual recurring revenue, but names Anthropic only as a reported/unconfirmed counterparty rather than a confirmed one.

Confirmed in the source:

We could not confirm this from the cited source:

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://scanx.trade/stock-market-news/investment-ideas/macquarie-raises-riot-platforms-price-target-to-35-maintains-outperform/48033519) in full (19,502 characters, retrieved August 31, 2026) and checked each assertion in the claim against it.

Additional evidence

confirms Macquarie raises Riot Platforms price target to $35, maintains Outperform - scanx.trade

Quote: “This strategic pivot is anchored by a $9.1 billion data center agreement with a leading frontier AI lab, reportedly Anthropic. The 20-year colocation agreement is projected to generate approximately $457 million in annual recurring revenue.”

View cached copy (2026-08-31)Live source ↗