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Advanced Micro Devices (NasdaqGS:AMD) has entered a major partnership with Core Scientific to secure up to 2.5 gigawatts of AI data center capacity in the U.S. The collaboration is focused on supporting large scale AI deployments and expanding AMD's AI infrastructure footprint. The agreement marks a new phase in AMD's efforts to serve major AI customers beyond chip launches and prior alliances. Advanced Micro Devices is drawing fresh attention after announcing a large AI infrastructure...
One builds the chips; the other licenses the blueprint. Their vastly different business models and risk profiles demand different investor strategies.
Core Scientific sits in the spotlight after a modest uplift in its Fair Value estimate from US$33.36 to US$35.86 per share. Recent analyst work links this change to sharply different views on how much the AMD backed AI and high performance compute contracts, and the growing power pipeline, are already reflected in the current Core Scientific share price, as well as to execution risk on future leases. As you read on, you will see how these shifting assumptions are shaping the evolving analyst...
The broker sees stronger leases and cheaper valuations supporting a recovery, with 2,837 MW of capacity announced this year and $22.1 billion raised since the first quarter.
AMD's 2.5-gigawatt infrastructure agreement could expand the capacity available to customers deploying its artificial-intelligence systems.
AMD just locked up to 2.5 gigawatts of U.S. data center capacity through Core Scientific, a deal that could reshape its AI growth story.
While AMD has been caught in the recent sell-off, Wedbush believes its latest Core Scientific deal could be a major long-term catalyst for the chip giant.
The bank valued Core Scientific’s contracted portfolio at about $23 per share and assigned additional option value to 384 MW of interconnection-backed expansion capacity.
Humana upgraded, Las Vegas Sands downgraded: Wall Street's top analyst calls
According to a Financial Times report, the Situational Awareness hedge fund reportedly told investors it was up 439% through June and viewed the market correction as a buying opportunity.
Nine months ago, Core Scientific shareholders turned down real money. They rejected a $9 billion buyout offer from CoreWeave, according to CNBC. Shareholders bet the company was worth more standing alone. On Tuesday, that bet started to look prescient. AMD agreed to lease more than 500 megawatts of ...
AMD secured substantial data-center capacity, but the agreement failed to insulate its shares from the global semiconductor selloff.
Scott Melker breaks down Core Scientific's (CORZ) 15-year, $14 billion infrastructure partnership with AMD (AMD), arguing the deal underscores a major shift: AI infrastructure is proving to be a more lucrative business than bitcoin (BTC-USD) mining. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.
Semiconductors are caught in a selloff UBS thinks is overblown. The bank argues that fears over "circular financing" in AI infrastructure deals misread who's actually cashing in on the buildout, and it's the chip supply chain, not the hyperscalers, footing the bill. The commentary follows...
Scott Melker breaks down the growing divide on Wall Street over the CLARITY Act, as BlackRock (BLK), Fidelity (FIS), Goldman Sachs (GS), and SoFi (SOFI) publicly back the crypto market structure bill just one week before Congress heads into recess. Melker also discusses Morgan Stanley (MS) offering new ethereum (ETH-USD), Solana (SOL-USD) ETFs aunds, and what the latest developments mean for investors. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.
Advanced Micro Devices, Inc. (NASDAQ:AMD) and Core Scientific, Inc. (NASDAQ:CORZ) announced an infrastructure partnership on July 28 that starts with more than 500 megawatts of U.S. data center capacity in 2027 and can expand to 2.5 gigawatts. The commercial link is a deployment bottleneck. AI accelerators cannot generate revenue without energized land, cooling, networking, and […]
Needham expects Core Scientific’s AI colocation contracts to drive sharp revenue and EBITDA growth as the former bitcoin miner builds toward 1.1 GW of leased capacity.
AMD's expansion strategy comes with a familiar AI risk.
The former Penguin Solutions chief joins as Core Scientific expands its high-density data center platform and converts more bitcoin mining capacity to AI infrastructure.
Needham and Canaccord raised their price targets on CORZ stock, while reiterating ‘Buy’ ratings following the company's AMD infrastructure partnership.
Core Scientific stock has delivered a strong 57.3% return over the past year, yet the current valuation checks and market multiples suggest the shares are not obviously cheap. With a low overall value score and concerns about execution on large AI infrastructure commitments, investors are weighing how much optimism is already in the price. Over the past 12 months, Core Scientific has returned 57.3%, which puts recent weakness into context for anyone looking at the stock after the pullback in...
Core Scientific announced an AI colocation deal with AMD and an undisclosed neocloud, a 15-year agreement for 377MW for AMD plus 152MW for the neocloud for 530MW total, worth over…
Core Scientific Inc (CORZ) reports strong financial stability and strategic advancements with a major AMD partnership, despite challenges in transitioning from Bitcoin mining.
Chipmaker secures power for Instinct GPUs as CORZ jumps 11%
In the second quarter of 2026, Core Scientific reported revenue of US$164.2 million versus US$78.63 million a year earlier, alongside a net loss of US$1.16 billion and a basic loss per share from continuing operations of US$3.32. On the same day, Core Scientific and Advanced Micro Devices announced a long-term AI infrastructure partnership that could scale up to 2.50 gigawatts of capacity, including more than 500 megawatts of U.S. infrastructure beginning in 2027 and market-priced warrants...
AMD Partners With Core Scientific on Huge AI Data Center Push
Core Scientific announced a $15 billion AI deal with AMD and a neocloud during its Q2 earnings, and Galaxy Digital has purchased a new site for a 74 MW AI…