The Block·James Hunt·1h agoBullish

‘Clear scale up path’: Bernstein sees 80% upside for Riot after reported $9.1 billion Anthropic deal

The firm's analysts estimate AI colocation now accounts for 84% of Riot's target enterprise value, versus 11% for bitcoin mining.

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💬 Discussion: ‘Clear scale up path’: Bernstein sees 80% upside for Riot after reported $9.1 billion Anthropic deal The firm's analysts estimate AI colocation now accounts for 84% of Riot's target enterprise value, versus 11% for bitcoin mining.

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