NOI margin by counterparty
Company: Core Scientific
The claim, verbatim
NOI margins are 80-85% on the CoreWeave lease, 85% on the AMD-backed neocloud lease and 100% on the AMD direct lease, for a 90% blended margin.
Source (primary)
Third Quarter Fiscal Year 2026 Earnings Presentation (IR page (investors.corescientific.com), ir_presentation)
View cached copy (2026-11-06)Live source ↗Archive.org ↗
Quote: “80–85% CoreWeave lease 85% AMD-backed neocloud lease 100% AMD direct lease 90% blended NOI margin”
How we checked this
This claim has not yet been checked assertion-by-assertion against its source. It carries a cited source and quote, but the deeper check has not run. When it does, the result appears here whatever it says.
Additional evidence
confirms Third Quarter Fiscal Year 2026 Earnings Presentation
Quote: “80–85% CoreWeave lease 85% AMD-backed neocloud lease 100% AMD direct lease 90% blended NOI margin”