2026-07-28Binding
Core Scientific (Provider) · AMD (Buyer)
- Value
- at least $14B
- Capacity / term
- 530 MW · 15y
- $1.76M per MW-year
- First revenue
- 2027
Doubled Core Scientific's total leased AI capacity to ~1.1 GW (implying a pre-existing ~570 MW leased elsewhere, most likely the company's known CoreWeave relationship, which is not yet its own ledger row; flagged in candidates.json). The $14B headline figure and the precise 530 MW split are media-reported (Coindesk, TechTimes, DataCenterKnowledge, MLQ, consistently corroborating each other) rather than stated as a single number in Core Scientific's own press release, which confirmed capacity and structure but not a headline dollar figure directly; announced alongside Core Scientific's Q2 2026 earnings.
Conditions: AMD directly leases 377 MW across three sites (Pecos TX, Hunt County TX, Muskogee OK) on triple-net terms; a separate 152 MW tranche (Auburn AL, Dalton GA) is leased by an unnamed cloud provider with AMD providing credit support, folded into this row rather than split out since AMD backstops the whole figure. AMD also has exclusive rights to reserve up to an additional 2 GW of future capacity (not counted in mw_it or amount_usd here), and received warrants for up to 30M Core Scientific shares at a $23.47 strike, 6.5M vesting at signing. 2.5% annual rent escalator.
2026-07-22Binding↻ Circular
AMD (Financier) · Anthropic (Buyer)
- Value
- up to $5B
- Capacity / term
- n/a
- First revenue
- not disclosed
Companion equity row to amd-anthropic-gpu-deployment-2026-07, split per the ledger's convention for combined commercial-plus-investment announcements (see the Jane Street-CoreWeave and Microsoft/Nvidia-Anthropic rows for the same pattern). Backfilled a month late for the same reason as its companion row: the branch that first added it could not be merged once main's history moved past its base.
Conditions: AMD's strategic equity investment of up to $5B in Anthropic, announced the same day as the companion GPU deployment row (amd-anthropic-gpu-deployment-2026-07). Neither company disclosed milestone terms or a share count/strike price. Circular: the customer's chip supplier is also its investor.
2026-07-22Binding↻ Circular
AMD (Provider) · Anthropic (Buyer)
- Value
- not disclosed
- Capacity / term
- 2 GW
- First revenue
- 2027
Gap found while researching candidates the week of 2026-09-11: a well-sourced, ledger-scale July deal that had never been entered. AMD's second-largest AI-lab GPU commitment after its OpenAI arrangement, and Anthropic's first large AMD deployment alongside its Nvidia and Google TPU fleets. Backfilled here a month late: the branch that first added this row could not be merged once main's history moved past its base, so recorded is set to the actual entry date, not the research date. Re-checked against the same primary sources on 2026-10-12; nothing material had changed.
Conditions: Strategic partnership to deploy up to 2 gigawatts of AMD Instinct MI450 Series (MI455X) GPUs in AMD Helios rack-scale solutions with EPYC 'Venice' CPUs and Pensando networking, running AMD ROCm; builds on Anthropic's existing MI355X deployment. First 1GW begins deploying in H1 2027. No chip-purchase dollar figure was disclosed by either company (media estimates of 'tens of billions of dollars' are not company-stated, so amount_usd is left null); the 2,000MW capacity figure alone clears the ledger's inclusion threshold. Companion row: amd-anthropic-equity-2026-07 (AMD's up-to-$5B equity investment, announced the same day). Circular: the chip supplier is also taking an equity stake in its own customer.