· 供应链分析
哇，$RIOT 宣布与 Anthropic 达成 91 亿美元的交易，潜在合同总额可能达 161 亿美元，期限长达 20 年。 $AMD 也行使了扩大其与 Riot 现有协议的期权。（他们仍有一个 1GW 的园区拥有意向书 (LOI) 等待租户入驻） 就时间线而言，似乎大多数数据中心 (Colo) 股票的收入拐点都将在 2027 年下半年到来？ （例如：Riot 与 Anthropic 的交易目标是在 2027 年 12 月交付首批 96MW，AMD 的 50MW 则在 2027 年 5 月） 看到像 $IREN 等前矿工们“长大成人”挺可爱的。
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.