AMD reservation rights on ~1.9 GW additional capacity
Company: Core Scientific
The claim, verbatim
AMD holds exclusive reservation rights for approximately 1.9 gigawatts of additional capacity, not yet contracted; most commitment deadlines fall in 2027, final deadline at end of 2028.
Source (primary)
What Core Scientific (CORZ) Said on Its Q3 Earnings Call - TradingView (-, news_article)
View cached copy (2026-11-09)Live source ↗Archive.org ↗
Quote: “AMD also holds exclusive reservation rights for approximately 1.9 gigawatts of additional capacity; that capacity is not yet contracted. Most commitment deadlines fall in 2027, with the final deadline at the end of 2028.”
How we checked this
Checked on November 10, 2026. The cited source supports every part of this claim.
The article states each of these points about AMD's reservation rights and deadlines.
Confirmed in the source:
- AMD holds exclusive reservation rights for approximately 1.9 gigawatts of additional capacity
- That additional capacity is not yet contracted
- Most commitment deadlines fall in 2027
- The final commitment deadline is at the end of 2028
What we did: Read our cached copy of the publisher (https://fr.tradingview.com/news/marketbeat:d3269b63a094b:0-what-core-scientific-corz-said-on-its-q3-earnings-call/) in full (9,208 characters, retrieved November 9, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms What Core Scientific (CORZ) Said on Its Q3 Earnings Call - TradingView
Quote: “AMD also holds exclusive reservation rights for approximately 1.9 gigawatts of additional capacity; that capacity is not yet contracted. Most commitment deadlines fall in 2027, with the final deadline at the end of 2028.”