Core Scientific

CORZpublic
infrastructureUScorescientific.com$16.96

Backers

No backer on file. That means no tracked fund's portfolio or Form D names this company — not that it is unbacked.

Contracts as provider

15 disclosures · 1.59 GW · $20.23B
FiledCustomerKindSiteMWGPUsTermTotalStatusSource
Jul 28, 2026Advanced Micro Devices, Inc.Colocation leasePecos, TX——15 yr—Amendedverified8-K
excerpt · extension terms
On July 27, 2026, the Company entered into Lease Agreements (collectively, the “AMD Leases”) with Advanced Micro Devices, Inc. (“AMD”) for an aggregate of 377 MW of critical IT capacity at the Company’s Pecos, TX; Muskogee, OK; and Hunt County, TX sites; and Lease Agreements (the “Neocloud Leases,” and collectively with the AMD Leases, the “Leases”) with a Neocloud (“Neocloud”), for 152 MW of critical IT capacity at the Company’s Auburn, AL and Dalton Phase 3, GA sites. Each of the Leases is for a fifteen year term with three five-year options.

Extension: Three five-year options

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Apr 21, 2026CoreWeaveColocation leaseMuskogee——12 yr—Amendedauto8-K
excerpt · extension terms
Scientific Muskogee all of its rights and obligations under the Muskogee Colocation License Agreement, pursuant to executed agreements.

Extension: Two successive five-year extension options available to CoreWeave.

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Apr 21, 2026CoreWeaveColocation leaseAustin262 MW—7 yr—Amendedverified8-K
excerpt · extension terms
The Austin Colocation License Agreement grants a license for use of two suites, and each suite has a term of 84 months. ... each of Suite 1 and Suite 2 ramp from $0 per month in months 1–2, to $920,000 per month in months 3–5, and then escalating from $1,895,200 per month in months 6–12 with additional 3% escalations each year to $2,262,967.92 per month

Extension: Two successive five-year extension options available to CoreWeave (with the exception of the Austin Colocation License Agreement, which does not include...).

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Apr 21, 2026CoreWeaveColocation leaseDenton——12 yr—Amendedauto8-K
excerpt · extension terms
all of its rights and obligations under the Denton Lease and the Denton Colocation License Agreement pursuant to executed agreements.

Extension: Two successive five-year extension options available to CoreWeave.

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Oct 30, 2025CoreWeaveColocation lease—70 MW———Expandedverified8-K
excerpt
For the additional 70 MW expansion, Core Scientific is responsible for funding $104 Million of capex ($1.5M per MW) for the powered core and shell with no capex credit associated with this new agreement.
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May 7, 2025CoreWeaveColocation leaseMultiple (Denton, Dalton, Muskogee, Marble, TX/GA/OK/NC)500 MW—12 yr$8.70BAmendedverified8-K
excerpt · extension terms · prepayment $750.00M
2024: Signed a total of ~500 MW of colocation1 contracts with anticipated potential revenue of $8.7 Billion over 12-year contracts ... Up to $1.5 Million per MW (or approximately $750 Million) of data center build out costs are funded by CoreWeave and credited against hosting payments at no more than 50% of monthly fees until fully repaid.

Extension: Two 5-year options

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May 7, 2025CoreWeaveColocation leaseAustin, TX16 MW—7 yr—Amendedverified8-K
excerpt · extension terms
2024 February: Leased Austin, TX site and signed first CoreWeave colocation1 contract for 16 MW of billable capacity ... Austin, Texas contract term is 7 years with elective extensions3

Extension: Elective extensions beyond 7-year base term

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May 7, 2025CoreWeaveColocation leaseUnspecified70 MW—12 yr—Expandedverified8-K
excerpt · extension terms
2025 February: Signed incremental 70 MW of billable capacity, bringing total potential revenue to >$10 Billion over 12-year contracts ... For the additional 70 MW expansion, Core Scientific is responsible for funding $104 Million of capex ($1.5M per MW) for the powered core and shell with no capex credit associated with this new agreement.

Extension: 12-year contracts with two 5-year options

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Feb 27, 2025CoreWeave, Inc.Colocation leaseDenton, Texas70 MW—12 yr$1.20BExpandedverified8-K
excerpt · extension terms
The new agreement brings $1.2 billion in contracted revenue across Core Scientific’s Denton TX location ... The 70 MW of expansion at the Denton site brings the full critical IT load to just over 260 MW. ... New Agreement Boosts Total Contracted Revenue to $10.2 Billion over 12-year Contract Terms ... Under the terms of this 70MW expansion, Core Scientific is responsible for funding $104 million of capex ($1.5M per MW) for the powered core and shell, with CoreWeave responsible for the additional capex associated with the expansion. The company also retains the option for two additional five-year renewal terms.

Extension: Two additional five-year renewal terms.

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Oct 23, 2024CoreWeaveHosting services———12 yr—Expandedverified8-K
excerpt
On October 22, 2024, Core Scientific, Inc. (the “Company”) issued a press release announcing that CoreWeave, the AI Hyperscaler, had exercised its final option to contract for additional infrastructure under the terms of its 200MW 12-year high-performance compute hosting contracts previously announced on June 3, 2024.
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Aug 6, 2024CoreWeaveHosting services—112 MW—12 yr$2.00BExpandedverified8-K
excerpt · extension terms
Under the terms of today’s announced agreement, Core Scientific will modify its infrastructure to deliver approximately 112 incremental MW for HPC to host CoreWeave’s NVIDIA GPUs. ... The new contract with CoreWeave is expected to add approximately $2.0 billion in projected additional cumulative revenue over the hosting contract’s 12-year term to the more than $4.7 billion in projected cumulative revenue associated with previously announced contracts with CoreWeave, for a total of $6.7 billion.

Extension: two renewal terms of five years each

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Jun 25, 2024CoreWeaveHosting services—70 MW—12 yr$1.23BExpandedverified8-K
excerpt · extension terms · prepayment $105.00M
Under the terms of today’s announced agreement, Core Scientific will modify a total of 100 MW of its owned infrastructure to deliver approximately 70 MW to host CoreWeave’s NVIDIA GPUs for HPC operations. ... This new 12-year HPC hosting contract ... adding an additional $1.225 billion in projected cumulative revenue over the 12-year contract timeline ... An estimated $105 million of the capital investments associated with the additional contract will be credited against hosting payments at no more than 50% of monthly fees until fully repaid.

Extension: Two renewal terms of five years each

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Jun 5, 2024Undisclosed (CoreWeave)Hosting services—200 MW—12 yr$3.50BExpandedverified8-K
excerpt
our recent announcement of new, long-term hosting contracts for 200 megawatts of HPC infrastructure with CoreWeave, the AI Hyperscaler” ... “These contracts represent one of the largest AI hosting agreements to date, and they will strengthen our earnings power with an estimated $3.5 billion in cumulative revenue over their 12-year terms.
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Jun 4, 2024CoreWeave, Inc.Hosting services—200 MW—12 yr$3.50BExpandedverified8-K
excerpt · extension terms
~200 MW of additional HPC power ... Adds total cumulative revenue estimated at over $3.5Bn ... Estimated average annual revenue of $290 million ... Initial term of 12 years with two, 5-year renewal options

Extension: Two 5-year renewal options

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Mar 6, 2024CoreWeaveHosting servicesAustin, TX16 MW——$100.00MDefinitiveverified8-K
excerpt
Core Scientific to Provide CoreWeave up to 16 MW of Data Center Infrastructure to Support AI and HPC Workloads in Long Term Hosting Contract with Potential Revenue of More than $100 Million ... Core Scientific will deliver up to 16 MW of capacity at its new Austin, TX data center to host CoreWeave’s infrastructure.
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Concentration over time

11 filing dates
As ofContractsValueTop customerTop share
Mar 6, 20241$100.00MCoreWeave100%
Jun 4, 20242$3.60BCoreWeave100%
Jun 5, 20243$7.10BCoreWeave51%
Jun 25, 20244$8.32BCoreWeave58%
Aug 6, 20245$10.32BCoreWeave66%
Oct 23, 20246$10.32BCoreWeave66%
Feb 27, 20257$11.53BCoreWeave70%
May 7, 202510$20.23BCoreWeave83%
Oct 30, 202511$20.23BCoreWeave83%
Apr 21, 202614$20.23BCoreWeave83%
Jul 28, 202615$20.23BCoreWeave83%

Contracts as customer

3 disclosures · 742 MW
FiledProviderKindSiteMWGPUsTermTotalStatusSource
Apr 27, 2026utility providerPower supplyPecos, Texas campus300 MW———Amendedverified8-K
excerpt
In addition, Core Scientific has secured an incremental 300 MW of gross power capacity under contract with its utility provider.
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Apr 21, 2026DMEPower supplyAustin394 MW———Amendedverified8-K
excerpt
("DME"), pursuant to a power purchase agreement (as amended, the "DME Contract"), for a total potential campus load of approximately 394 MW.
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Apr 21, 2026Duke Energy Carolinas, LLCPower supplyMarble48 MW———Amendedverified8-K
excerpt
Power is also supplied to Marble Campus pursuant to two Electric Service Agreements with Duke Energy Carolinas, LLC (collectively, the "Duke Energy Contracts"), one with a contract demand of 48,000
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Signals

No filings, rounds or news on file for this company.