TheEnergyMag|11月 06, 2026 09:30
A signed #AI data center lease can lock in years of revenue. But what if the construction goes over budget?
This earnings season, miners are explaining where that risk lands:
→ Cipher agreed to bear the first $359.3 million of costs above Barber Lake’s original budget under its amended lease arrangements.
→ Riot expects roughly 70% of its Rockdale budget to fall under guaranteed maximum-price contracts.
→ Core Scientific says tariffs have raised certain equipment and material costs.
Meanwhile, Riot says lenders are examining tenant credit, energized power and delivery records more closely.
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