Every Zipp story tagged #AMD, newest first.
The 377MW direct lease plus 152MW AMD-backstopped neocloud line is the structural beat, while 30M warrants vesting only at full 2.5GW scale cap the upside.
AMD takes more than 500MW of capacity starting 2027, scalable to 2.5GW, deepening Core Scientific's bitcoin-mining-to-AI pivot and stacking on the CoreWeave anchor.
The 529 MW anchor, plus 1.9 GW of AMD expansion rights through 2028, repositions Core Scientific as a 2.5 GW AI colocation platform and writes down the rest of its bitcoin mining thesis.
Intel is set to launch a new AI chip before the end of 2025, marking a direct push into the accelerator market…
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