

Power Analysis
Riot Platforms - CEO, Jason Les Q&A - Q1 Earnings & AMD Deal Expansion!
May 1, 2026
46:03
S1 · E564
-(0)
About this episode
We break down Riot Platforms’ Q1 results by focusing on what matters most: execution on the AMD data center lease, the roadmap for Corsicana, and how we think the company shifts from Bitcoin mining to AI and HPC infrastructure. Jason Les explains why delivery speed, supply chain control, and disciplined financing are the real catalysts behind any valuation re rating. • AMD lease progress and what the expansion option signals • How data center revenue ramps from tenant fit out to recurri...
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Episode Details
- Author
- Anthony Power & Bryce McNallie
- Show Type
- full
- Audio Format
- audio/mpeg