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

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

Original Source: The Block Original URL: https://www.theblock.co/news/business/2026-08-11-bernstein-riot-upside-anthropic-deal-411407 Content: 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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