The bitcoin miner’s 20-year agreement highlights an industry-wide shift toward AI infrastructure revenue. Riot Platforms shares surged more than 20% before U.S. equity markets opened on Tuesday after the company signed a $9.1 billion deal to provide Anthropic with computing resources for AI. The 20-year agreement gives Anthropic 191 megawatts of computing capacity, with potential extensions lifting the value to $16.1 billion. The agreement reflects an industry-wide pivot from bitcoin mining to…
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