AMD expected to exercise reservation rights in 2027
Company: Core Scientific
The claim, verbatim
AMD holds exclusive reservation rights for ~1.9 GW of additional capacity across Muskogee, Hunt and Pecos; the CEO expects AMD to exercise for additional capacity around chunky 2027 deadlines, with a final deadline at end of 2028.
Source (primary)
[Core Scientific Q3 2026 Earnings Call] Colocation Revenue Jumps 60% to $215M, Adjusted EBITDA Triples to $134M as CoreWeave Capacity Hits 485 MW - BigGo Finance (-, news_article)
View cached copy (2026-11-06)Live source ↗Archive.org ↗
Quote: “There are some chunkier deadlines over the course of 2027 that we expect to see AMD exercising for additional capacity”
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 [Core Scientific Q3 2026 Earnings Call] Colocation Revenue Jumps 60% to $215M, Adjusted EBITDA Triples to $134M as CoreWeave Capacity Hits 485 MW - BigGo Finance
Quote: “There are some chunkier deadlines over the course of 2027 that we expect to see AMD exercising for additional capacity”