New colocation customer signing
Company: Core Scientific
What the later record shows
The date slipped
The Q4 2025 materials (March 2, 2026) announce no new colocation customer. The 10-K says CoreWeave is the single customer and all leased power is at CoreWeave-contracted sites, which suggests no new customer had been signed.
“Currently our high-density colocation business is highly dependent on a single customer. One customer, CoreWeave, currently accounts for 100% of our Colocation segment revenue.”
2026-03-01 · Core Scientific 10-K filed 2026-03-02 View cached copy (2026-08-31)Live source ↗
“Hunt County, TX Leasable power: ~285MW Pecos, TX Leasable power: ~200MW Dalton, GA Leasable power: ~120MW”
2026-03-01 · core-scientific 8-K exhibit (q4fy25earningsdeckvfinal.htm) View cached copy (2026-09-13)Live source ↗
Checked October 10, 2026 against filings, releases and reporting published after the claim was made. Quotes are verbatim from the linked documents.
The claim, verbatim
Expects signing of at least one new colocation customer by Q4 2025
Source (primary)
Investor Conference Call Presentation (IR page (investors.corescientific.com), ir_presentation)
View cached copy (2026-09-26)Live source ↗
Quote: “Signing of at least one new colocation customer”
How we checked this
Checked on October 12, 2026. The cited source supports part of this claim, but not all of it.
The presentation lists signing at least one new colocation customer under 'What to expect by Q4 earnings', which is a later milestone than the end of Q4 2025 stated in the claim.
Confirmed in the source:
- Core Scientific expects to sign at least one new colocation customer
We could not confirm this from the cited source:
- The expected deadline is by Q4 2025; the presentation instead says 'by Q4 earnings', meaning the Q4 earnings report rather than the end of the quarter
That does not mean it is false — only that this source does not establish it, as of the date above. If we find a source that settles it, we will re-check and update this page.
What we did: Read our cached copy of IR page (investors.corescientific.com) (https://d1io3yog0oux5.cloudfront.net/_fda3a1f2f1890adaa7ac6c4d9d310971/corescientific/db/1066/11263/pdf/Core+Scientific+Investor+Update+Presentation+FINAL.pdf) in full (11,378 characters, retrieved September 26, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Investor Conference Call Presentation
Quote: “Signing of at least one new colocation customer”
delays Core Scientific 10-K filed 2026-03-02
Quote: “Currently our high-density colocation business is highly dependent on a single customer. One customer, CoreWeave, currently accounts for 100% of our Colocation segment revenue.”
delays core-scientific 8-K exhibit (q4fy25earningsdeckvfinal.htm)
Quote: “Hunt County, TX Leasable power: ~285MW Pecos, TX Leasable power: ~200MW Dalton, GA Leasable power: ~120MW”