About this episode
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 executionHit the like button, feel free to subscribe!Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com
