Riot Platforms signs 910 MW lease, expanding data-center capacity to 1,151 MW

This is a new, forward-looking commercial agreement rather than market-performance commentary: Riot Platforms announced a 15-year powered-land lease covering 910 MW at its Corsicana, Texas campus, bringing contracted data-center capacity to 1,151 MW. The supplied materials state that the portfolio is projected to generate $2.3 billion in annual revenue at full deployment and is financed around non-recourse debt, creating material future cash-flow and strategic implications for RIOT. The tenant is unnamed and deployment remains prospective, so the revenue impact is projected rather than realized; these limitations temper the scores. The development is best typed as commercial_agreement because the central update is a data-center lease. The November 4, 2026 date is explicit, but no exact announcement time is provided, so the timestamp uses midnight UTC as a date-level estimate. Only RIOT is approved as a stakeholder because the other identified companies have indirect, speculative read-throughs without a disclosed project-specific contract or order.