Q4 2025 expectation: New colocation customer signing
Company: Core Scientific
What the later record shows
Outcome not yet confirmed
The 2025 10-K says CoreWeave still accounts for all Colocation revenue. That covers revenue, not signings, so it neither confirms nor rules out a new customer signed by Q4 2025.
“One customer, CoreWeave, currently accounts for 100% of our Colocation segment revenue.”
2026-03-01 · Core Scientific 10-K filed 2026-03-02 View cached copy (2026-08-31)Live source ↗
Checked October 10, 2026 against filings, releases and reporting published after the claim was made. Quotes are verbatim from the linked documents.
The claim, verbatim
Expected to sign at least one new colocation customer by Q4 2025
Source (primary)
Investor Conference Call Presentation (IR page (investors.corescientific.com), ir_presentation)
View cached copy (2026-09-01)Live source ↗Archive.org ↗
Quote: “Signing of at least one new colocation customer”
How we checked this
Checked on October 10, 2026. The cited source supports part of this claim, but not all of it.
The presentation lists signing at least one new colocation customer under 'What to expect by Q4 earnings'. It gives that milestone as the Q4 earnings report, not the end of Q4 2025.
Confirmed in the source:
- Core Scientific said it expects to sign at least one new colocation customer
We could not confirm this from the cited source:
- The expected timing is by Q4 2025; the presentation says 'by Q4 earnings', meaning by the release of fourth-quarter results, not by the fourth quarter of 2025 itself
That does not mean it is false — only that this source does not establish it, as of the date above. If we find a source that settles it, we will re-check and update this page.
What we did: Read our cached copy of IR page (investors.corescientific.com) (https://d1io3yog0oux5.cloudfront.net/_eb9c314ac28438fbd39d12d91c4e5bdc/corescientific/db/1066/11263/pdf/Core+Scientific+Investor+Update+Presentation+FINAL.pdf) in full (11,378 characters, retrieved September 1, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Investor Conference Call Presentation
Quote: “Signing of at least one new colocation customer”