AMD long-term data center lease
Company: Riot - Project: Rockdale
The claim, verbatim
Executed long-term data center lease with AMD to provide initial 25 MW capacity at Rockdale Facility with 10-year initial term, expansion options for up to 75 MW additional capacity, right of first refusal for up to 100 MW, and three successive 5-year renewal terms
Source (primary)
Riot 10-K filed 2026-03-02 (SEC EDGAR, sec_filing)
View cached copy (2026-08-31)Live source ↗
Quote: “in January 2026, we announced the execution of a long-term data center lease agreement (the "AMD Lease") with Advanced Micro Devices, Inc. ("AMD"), to initially provide 25 MW of critical IT load capacity at the Rockdale Facility. The AMD Lease has an initial term of ten years and provides for expansion options for up to an additional 75 MW of critical IT load capacity, and a right of first refusal of up to an additional 100 MW. Furthermore, the AMD Lease includes provisions for three successive five-year renewal terms at the option of the lessee”
How we checked this
Checked on September 16, 2026. The cited source supports every part of this claim.
Every element of the AMD lease claim — counterparty, 25 MW initial capacity, ten-year term, 75 MW expansion, 100 MW right of first refusal, and three five-year renewals — appears in the filing.
Confirmed in the source:
- Riot executed a long-term data center lease with Advanced Micro Devices, Inc. (AMD), announced in January 2026
- The AMD Lease initially provides 25 MW of critical IT load capacity at the Rockdale Facility
- The AMD Lease has an initial term of ten years
- The AMD Lease includes expansion options for up to an additional 75 MW of critical IT load capacity
- The AMD Lease includes a right of first refusal for up to an additional 100 MW
- The AMD Lease provides three successive five-year renewal terms at the lessee's option
What we did: Read our cached copy of SEC EDGAR (https://www.sec.gov/Archives/edgar/data/1167419/000110465926022322/riot-20251231x10k.htm) in full (516,452 characters, retrieved August 31, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Riot 10-K filed 2026-03-02
Quote: “in January 2026, we announced the execution of a long-term data center lease agreement (the "AMD Lease") with Advanced Micro Devices, Inc. ("AMD"), to initially provide 25 MW of critical IT load capacity at the Rockdale Facility. The AMD Lease has an initial term of ten years and provides for expansion options for up to an additional 75 MW of critical IT load capacity, and a right of first refusal of up to an additional 100 MW. Furthermore, the AMD Lease includes provisions for three successive five-year renewal terms at the option of the lessee”