AMD announced a 15-year infrastructure partnership with Core Scientific to secure up to 2.5 GW of data center capacity...
AMD announced a 15-year infrastructure partnership with Core Scientific to secure up to 2.5 GW of data center capacity for deploying AMD AI solutions, starting with 530 MW across five campuses in 2027.
confidence score
Strong evidence: 10 independent source classes support this read.
AMD has not made a large direction-matching 30-90 day move yet.
signal brief
AMD announced a 15-year infrastructure partnership with Core Scientific to secure up to 2.5 GW of data center capacity for deploying AMD AI solutions, starting with 530 MW across five campuses in 2027. The deal, valued at over $14 billion in base contracted revenue, removes a critical barrier to AI accelerator adoption: available power and data center space. Core Scientific will host AMD Instinct GPUs, EPYC CPUs, and ROCm software for cloud providers, AI model builders, and enterprises. This is a major strategic move by AMD to directly address the infrastructure bottleneck that has limited its AI market share versus Nvidia. The partnership includes AMD receiving market-priced warrants for Core Scientific common stock. Multiple sources confirm the agreement, with Data Center Knowledge highlighting that it doubles Core Scientific's AI capacity to 1.1 GW. The deployment begins in 2027, with construction already underway at Pecos, Texas. This signals AMD's commitment to providing a full-stack AI solution, including infrastructure, and could accelerate enterprise adoption of AMD-based AI systems.
What the sources said:
- "Core Scientific and AMD today announced a partnership to shape the future of AI infrastructure, with AMD to secure up to 2.5 gigawatts of data center capacity to support end customer deployments of AMD AI solutions." (Source 7: HPCwire)
- "Core Scientific has doubled its leased AI data center capacity to approximately 1.1 GW after signing a 15-year infrastructure agreement with AMD covering 530 MW across five campuses and representing more than $14 billion in potential base contracted revenue." (Source 9: Data Center Knowledge)
- "The agreement expands capacity for the AMD ecosystem with more than 500 megawatts of U.S. infrastructure beginning in 2027, with the opportunity to scale up to 2.5 gigawatts." (Source 7)
source data used
“assets: 76926000000 (10-Q filed 2026-05-06) net_income: 709000000 (10-Q filed 2026-05-06) revenue: 7438000000 (10-Q filed 2026-05-06)”
“Investor Relations Latest Financial Results Q1 2026 Quarter Ended Mar 28, 2026 For complete information regarding our financials, see our periodic [filings](/financial-information/sec-filings) Latest Events [View All Events](/news-events/ir-calendar) Aug 11, 2026 • 9:30 am MDT”
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“The Rackscale AI System Roadmaps That AMD Is Using To Chase Money There is a saying that has been around for the past couple of decades in the datacenter, particularly with large enterprises and then solidified...”
“Off the Wire Press Releases MIAMI and SANTA CLARA, Calif., July 28, 2026 — Core Scientific and AMD today announced a partnership to shape the future of AI infrastructure, with AMD to secure up to 2.5...”
- https://www.datacenterdynamics.com/en/news/core-scientific-secures-amd-as-customer-at-five-sites/
“Core Scientific Doubles AI Capacity to 1.1 GW in $14B AMD Deal A 15-year agreement adds 530 MW across five campuses, doubling the company’s AI footprint and securing long-term revenue. Core Scientific has doubled its leased...”
“Giga Computing, a GIGABYTE subsidiary, has announced support for AMD’s 6th Gen EPYC server processors across its server portfolio. The company also introduced its first system based on the AMD EPYC 9006 platform at AMD Advancing...”
“Manifold consensus on 'Will the Groq chip inspire Nvidia/AMD to produce radically new AI chips before 2026?': YES=2.42%”
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spillover entities
Decision support, not stock advice. This signal is research with cited evidence — not a recommendation to buy, sell, or hold any security.