Rocket Lab Drops on Launch Pushback; Riot Platforms' Anthropic Deal | Stock Movers
THE SO WHAT
Anthropic locking in a 20‑year, 191 MW capacity deal with Riot’s Rockdale, Texas campus shows AI labs are willing to underwrite power like heavy industry. If you’re a mid-size AI buyer, expect the best-located megawatts to be pre-committed — your leverage will be in flexibility and willingness to use secondary sites.
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