$RIOT new Rockdale lease prices at ~$199/kW-mo. That continues the clustering we've seen in recent modified-gross leases, which are printing in a tight $188–202 band: - $GLXY / CoreWeave (Helios III): $188 - $WULF / Anthropic (Hawesville): $197 - RIOT / Frontier AI Lab (likely Anthropic) (Rockdale): $199 - $BTDR / Volta (Tydal): $202 Recent triple-net leases cluster lower, at $147–159, from $CORZ ($147, AMD), $HUT ($155, likely NVIDIA), $CLSK (unknown IG tenant $157), and $CIFR ($159, AWS).

Aug 10, 2026 · 10:26 PM UTC

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the gap between the two bands is kinda wild tbh
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