星球日报|11月 06, 2026 09:40
[Multiple Bitcoin Mining Companies Disclose AI Data Center Cost Risks: Cipher Bears $359 Million Cost Overrun, Riot Introduces Maximum Price Contract] Odaily Planet Daily reports that as Bitcoin mining companies accelerate their shift towards AI data center business, cost overruns and risk allocation have become a focus of market attention. In the latest earnings season, Cipher disclosed that, under revised lease arrangements, the company will bear the first $359.3 million cost overrun beyond the original budget for the Barber Lake project; Riot expects that approximately 70% of its Rockdale project budget will be included in a maximum price contract (GMP) to control cost risks; Core Scientific stated that tariffs have driven up the costs of some equipment and materials. Furthermore, Riot pointed out that lenders are more rigorously reviewing tenant creditworthiness, power supply availability, and project delivery records. (TheEnergyMag)
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