Core Scientific AMD deal could generate $14B revenue over 15 years
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.
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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.