精选75Serenity行业动态多源精选 ×3
Riot与Anthropic达成91亿美元算力协议，AMD扩大合作
Woah, $RIOT announced a $9.1B deal with Anthropic, with a possible contract exte…
推荐理由
AI算力需求持续爆发，Riot与Anthropic的91亿美元大单是产业链标志性事件，关注算力供给与矿商转型的从业者值得跟踪。
Woah, $RIOT announced a $9.1B deal with Anthropic, with a possible contract extending to $16.1B, over 20Y.
$AMD also exercised its option to expand its existing deal with Riot. (And they still have another 1 GW campus they have LOI with for a tenant)
In terms of timelines, seem like most of the Colo basket have their revenue inflections hit H2 2027?
(Eg. Riot Anthropic deal targets Dec 2027 for first 96 MW, AMD full 50 MW - May 2027)
It’s cute to see all the former miners like $IREN and co. grow up.
更进一步：量化金融体系
看懂新闻只是起点——沿量化金融路径，把它变成能交付的工程能力