Episode Details

We share how Riot moves from Bitcoin mining to a scaled digital infrastructure platform by leasing data centers, highlighted by a fast-tracked AMD deal and a 1.7 GW power base in Texas. We explain the power optionality model, funding strategy, and why co-location beats buying GPUs for risk-adjusted returns.

• transformation from miner to data center landlord
• AMD lease delivery, scale mechanisms, and timeline
• low-cost mining margins and power credits
• ERCOT approvals as competitive moat
• Corsicana substation growth to one gigawatt
• ESS Metron advantages in speed and cost
• funding via Bitcoin treasury to limit dilution
• co-location focus over GPU ownership
• Kentucky’s path from mining to future leasing
• success metrics focused on leased megawatts and execution

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