Expect meaningful HDC revenue in 2026
Company: Core Scientific
The claim, verbatim
Expect that a meaningful amount of revenue will be derived from high-density colocation in 2026 as billable customer power capacity gets delivered to end customers
Source (primary)
Core Scientific 10-K filed 2026-03-02 (SEC EDGAR, sec_filing)
View cached copy (2026-08-31)Live source ↗
Quote: “In 2025, we derived the majority of our revenue from earning digital assets for our own account but expect that a meaningful amount of our revenue will be derived from high-density colocation ("HDC") in 2026, as billable customer power capacity gets delivered to our end customer.”
How we checked this
Checked on September 16, 2026. The cited source supports every part of this claim.
The filing states this expectation directly; it refers to a single end customer rather than multiple, but the substance matches.
Confirmed in the source:
- Core Scientific expects a meaningful amount of revenue to be derived from high-density colocation in 2026
- The expectation is conditioned on billable customer power capacity being delivered to its end customer
What we did: Read our cached copy of SEC EDGAR (https://www.sec.gov/Archives/edgar/data/1839341/000162828026013305/core-20251231.htm) in full (480,882 characters, retrieved August 31, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Core Scientific 10-K filed 2026-03-02
Quote: “In 2025, we derived the majority of our revenue from earning digital assets for our own account but expect that a meaningful amount of our revenue will be derived from high-density colocation ("HDC") in 2026, as billable customer power capacity gets delivered to our end customer.”