jain.com

AMD AI compute capacity expansion opportunity

Company: Core Scientific

Subject kind
customer
Statement date
2026-07-27
Promised by
2028-12-31
Promised amount
3000.0 MW
Current status
stated

The claim, verbatim

Core Scientific has expansion potential to provide over 3 GW of additional customer contracted capacity through its relationship with AMD, with full 530 MW delivery of current AMD commitment expected by end of 2028.

Source (primary)

core-scientific 8-K exhibit (q2fy26earningsdeck728am.htm) (SEC EDGAR (8-K Ex), press_release)
View cached copy (2026-09-02)Live source ↗

Quote: “Significant expansion potential through the AMD relationship for over 3 GW of customer contracted capacity With the full 530 MW delivered by the end of 2028”

How we checked this

Checked on September 19, 2026. The cited source supports every part of this claim.

Both the over-3 GW AMD expansion figure and the full-530 MW-by-end-2028 delivery statement appear in the document.

Confirmed in the source:

What we did: Read our cached copy of SEC EDGAR (8-K Ex) (https://www.sec.gov/Archives/edgar/data/1839341/000183934126000013/q2fy26earningsdeck728am.htm) in full (12,617 characters, retrieved September 2, 2026) and checked each assertion in the claim against it.

Additional evidence

confirms core-scientific 8-K exhibit (q2fy26earningsdeck728am.htm)

Quote: “Significant expansion potential through the AMD relationship for over 3 GW of customer contracted capacity With the full 530 MW delivered by the end of 2028”

View cached copy (2026-09-02)Live source ↗