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Core Scientific announced a partnership with AMD to supply over 500MW of AI data center capacity starting in 2027, expandable to 2.5GW, with base-contract revenue projected above $14 billion (roughly 2 trillion yen). The deal deepens the miner-to-AI-infrastructure pivot, supporting revenue visibility for Core Scientific and validating AMD's push to secure compute capacity against Nvidia-aligned rivals, a positive read-through for AI infrastructure and former Bitcoin-mining equities like IREN and Cipher. Watch for financing terms, capacity delivery milestones ahead of 2027, and whether the contract converts from framework to firm committed volumes.
As a Crypto signal, watch whether it changes price action, volatility, or flows around CORZ, AMD, BTC.
Original Source: CoinPost
This page is market information analysis, not investment advice.
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