Core Scientific has significantly expanded its AI data center capacity by entering into a 15-year agreement with AMD, doubling its leased AI footprint to 1.1 GW. This deal, valued at over $14 billion in potential base contracted revenue, will see Core Scientific host AMD's AI infrastructure, including Instinct GPUs and EPYC processors, across five campuses starting in 2027. The agreement aims to facilitate the large-scale deployment of AMD's AI solutions by addressing infrastructure challenges, with AMD securing exclusive rights to reserve an additional 2 GW of future capacity. AI
IMPACT This deal accelerates the availability of large-scale AI infrastructure, potentially lowering barriers for AI model developers and cloud providers.
RANK_REASON Significant infrastructure deal between two major companies in the AI sector. [lever_c_demoted from significant: ic=1 ai=0.7]
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- Adam Sullivan
- AMD
- AMD Instinct GPUs
- Core Scientific
- EPYC processors
- Mathew Hein
- Matt Kimball
- Moor Insights & Strategy
- ROCm software platform
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