AMD Lease amendment - expanded contracted capacity
Company: Riot - Project: Rockdale
The claim, verbatim
In April 2026, amended AMD Lease whereby AMD exercised 25 MW of expansion option, bringing total contracted critical IT load capacity to 50 MW, and replacing prior 100 MW right of first refusal with additional 100 MW option
Source (primary)
Riot DEF 14A filed 2026-04-30 (SEC EDGAR, sec_filing)
View cached copy (2026-08-31)Live source ↗
Quote: “In April 2026, the Company entered into an amendment to the AMD Lease under which AMD exercised 25 MW of their expansion option, bringing total contracted critical IT load capacity to 50 MW and replacing the 100 MW right of first refusal with an additional 100 MW option.”
How we checked this
Checked on September 15, 2026. The cited source supports every part of this claim.
The document describes the April 2026 amendment in exactly these terms: AMD exercised 25 MW, contracted capacity reached 50 MW, and the 100 MW right of first refusal became a 100 MW option.
Confirmed in the source:
- The AMD Lease was amended in April 2026
- Under the amendment AMD exercised 25 MW of its expansion option
- Total contracted critical IT load capacity rose to 50 MW
- The 100 MW right of first refusal was replaced with an additional 100 MW option
What we did: Read our cached copy of SEC EDGAR (https://www.sec.gov/Archives/edgar/data/1167419/000110465926053098/riot-20260609xdef14a.htm) in full (452,942 characters, retrieved August 31, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Riot DEF 14A filed 2026-04-30
Quote: “In April 2026, the Company entered into an amendment to the AMD Lease under which AMD exercised 25 MW of their expansion option, bringing total contracted critical IT load capacity to 50 MW and replacing the 100 MW right of first refusal with an additional 100 MW option.”