AI Compute Deal Ledger · CORZ · Free Dataset · CC BY 4.0

Core Scientific: The AI Deal Record

Every Core Scientific deal in the ledger, with the source on every row. Binding base-term value: $14B across 530 MW of contracted IT capacity. Snapshot disclosures (backlog restatements, order intake, program envelopes) are listed but never summed.

Binding value

$14B

1 binding deals, base terms

Binding capacity

530 MW

contracted IT load with disclosed MW

Not binding

·

0 LOI / framework / reported

Deal by Deal

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.

Part of the free AI Compute Deal Ledger by Regards of Wallstreet, licensed CC BY 4.0. Cite it, chart it, link it.