On November 6, BlocksBridge Consulting's Miner Weekly column (by Wolfie Zhao) summarized the cost-sharing of AI data centers exceeding budget during this quarter's earnings call. Cipher has agreed to bear the first layer of costs amounting to $359.3 million above the original budget for Barber Lake under a revised lease, with the excess portion to be reimbursed by the tenant through additional rent over the total 20-year contract period, along with agreed returns. Management stated that the primary reasons for the overrun were immature design at the time of signing, excessive change orders, low productivity, and delays in equipment delivery, while rising equipment prices were not a major factor. The next generation lease is planned to be signed after 30%-60% of the design is completed. Riot stated that approximately 70% of the total budget for Rockdale will be included in a guaranteed maximum price contract, maintaining an estimated cost of $11 million to $12 million per critical IT megawatt. In their example model, the loan-to-cost ratio decreased from 90% to 80%, while cash equity requirements increased from about $800 million to approximately $1.5 billion. Core Scientific disclosed $4.4 billion in unfinished procurement and construction commitments, with the vast majority expected to occur within the next 24 months.