Update
Riot's AI Lease Requires Anthropic's Consent for Power Curtailments
Riot Platforms' lease with AI company Anthropic for its Corsicana power load requires Anthropic's consent for voluntary cuts. The agreement puts a tenant-approval requirement around Riot's choice to curtail the load or enroll the premises in voluntary demand response programs. The projected lease revenue of $28 billion depends on phased delivery through 2028.