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‘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.

James Hunt

Publisher The Block

Aug 11, 2026 at 1:15 PM UTC · 1 min de leitura

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

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