Anthropic compute capacity agreement
Company: Riot - Project: Rockdale
The claim, verbatim
Riot Platforms signed a $9.1 billion agreement with Anthropic to provide 191 MW of AI compute capacity at its Rockdale, Texas campus for an initial 20-year term, with two additional five-year extensions at Anthropic's option that could generate approximately $7 billion in additional revenue.
Source (primary)
Bitcoin Miner Riot Platforms Just Signed a $9 Billion Compute Deal With Anthropic. Why AI Is Now the Key to Valuing Bitcoin Mining Stocks. - The Globe and Mail (-, news_article)
View cached copy (2026-08-31)Live source ↗
Quote: “Riot's $9.1 billion deal with Anthropic is for an initial 20-year term at its Rockdale, Texas, campus. There are also two five-year extensions at Anthropic's option, which could translate into an additional $7 billion of revenue. Riot's deal with Anthropic is for 191 MW of capacity.”
How we checked this
Checked on September 19, 2026. The cited source supports every part of this claim.
The document states all of these details about the Riot-Anthropic deal, including the $9.1 billion figure, 191 MW, Rockdale campus, 20-year term, and the two five-year extensions worth about $7 billion.
Confirmed in the source:
- Riot Platforms signed a $9.1 billion agreement with Anthropic
- The deal is for 191 MW of AI compute capacity
- The deal is at Riot's Rockdale, Texas campus
- The initial term is 20 years
- There are two additional five-year extensions at Anthropic's option
- The extensions could generate approximately $7 billion in additional revenue
What we did: Read our cached copy of the publisher (https://www.theglobeandmail.com/investing/markets/stocks/SPCX/pressreleases/3875139/bitcoin-miner-riot-platforms-just-signed-a-9-billion-compute-deal-with-anthropic-why-ai-is-now-the-key-to-valuing-bitcoin-mining-stocks/) in full (9,053 characters, retrieved August 31, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Bitcoin Miner Riot Platforms Just Signed a $9 Billion Compute Deal With Anthropic. Why AI Is Now the Key to Valuing Bitcoin Mining Stocks. - The Globe and Mail
Quote: “Riot's $9.1 billion deal with Anthropic is for an initial 20-year term at its Rockdale, Texas, campus. There are also two five-year extensions at Anthropic's option, which could translate into an additional $7 billion of revenue. Riot's deal with Anthropic is for 191 MW of capacity.”