Core Scientific AMD expansion capex commitment
Company: Core Scientific
The claim, verbatim
Core Scientific to fund $104 million of capex for 70 MW AMD expansion powered core and shell
Source (primary)
Second Quarter Fiscal Year 2026 Earnings Presentation (IR page (investors.corescientific.com), ir_presentation)
View cached copy (2026-09-26)Live source ↗
Quote: “For the additional 70 MW expansion, Core Scientific is responsible for funding $104 Million of capex”
How we checked this
Checked on October 12, 2026. The cited source supports part of this claim, but not all of it.
The $104 million, 70 MW, and powered core and shell details all appear in the deck. However, they appear in the CoreWeave contract footnotes, not in connection with AMD.
Confirmed in the source:
- Core Scientific is responsible for funding $104 million of capex for an additional 70 MW expansion
- That capex ($1.5 million per MW) covers the powered core and shell, with no capex credit
We could not confirm this from the cited source:
- The 70 MW expansion relates to AMD; the deck presents it in the footnotes to the CoreWeave contract summary
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/1066/11282/pdf/Q2+FY26+earnings+deck+7.28+AM.pdf) in full (12,585 characters, retrieved September 26, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Second Quarter Fiscal Year 2026 Earnings Presentation
Quote: “For the additional 70 MW expansion, Core Scientific is responsible for funding $104 Million of capex”