Riot signs $9.1 billion Anthropic deal
Спикеры
Kelly Evans
— Ведущий, The Exchange (CNBC)
Tanaya Macheel
— Markets and Investing Reporter, CNBC
CNBC's Tanaya Macheel discusses Bitcoin miners pivoting to AI compute, highlighted by Riot's $9 billion deal with Anthropic. She notes the massive opportunity for miners and the cyclical outlook for Bitcoin, which remains stuck but could see a bull market by year-end based on four-year cycles.
- Bitcoin miners are increasingly pivoting to AI data center operations.
- Riot Platforms signed a $9B, 20-year compute deal with Anthropic.
- The AI boom presents a much bigger opportunity for miners than pure Bitcoin mining.
- Riot was formerly a pure-play miner but is now embracing AI, joining hybrid miners.
- Bitcoin price is stuck despite more institutional buy-in and Washington support.
- Clarity Act progress has stalled, removing a key catalyst.
- Bitcoin's four-year cycle suggests a potential bull market late in the year.
- Iren, TeraWulf, Cipher, Hut 8 are named as part of this crypto-to-AI pivot.
Идеи
Crypto miners pivoting to AI is massive
Bitcoin miners Iren, TeraWulf, Cipher, Hut 8, and Riot are all part of a massive crypto-to-AI pivot, transitioning from pure mining to data center operators amid the AI boom. The trend is lifting these stocks, with Riot shares moving higher on its Anthropic deal.
Crypto miners pivoting to AI is massive
Riot Platform's $9 billion, 20-year compute deal with Anthropic and earlier AMD deal mark its shift from pure-play Bitcoin mining to a hybrid AI miner. This opens a much bigger opportunity amid the AI boom, makes it more resilient in a Bitcoin price slump, and is positive for investors in that cohort.
Bitcoin cycle hints at year-end bull
Bitcoin has more institutional buy-in and Washington sign-off, but price is stuck and the Clarity Act catalyst has stalled. However, following the four-year cycle, a bull market could arrive by the end of this year, with October historically favored by Bitcoiners.
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This CNBC video, published August 11, 2026, features Kelly Evans, Tanaya Macheel discussing IREN, WULF, HUT, CIFR, RIOT, BTC. 3 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Kelly Evans, Tanaya Macheel · Tickers: IREN, WULF, HUT, CIFR, RIOT, BTC