Core Scientific
CORZpublicBackers
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| Filed | Customer | Kind | Site | MW | GPUs | Term | Total | Status | Source |
|---|---|---|---|---|---|---|---|---|---|
| Jul 28, 2026 | Advanced Micro Devices, Inc. | Colocation lease | Pecos, TX | — | — | 15 yr | — | Amendedverified | 8-K |
excerpt · extension termsOn 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 Report an issue with this row | |||||||||
| Apr 21, 2026 | CoreWeave | Colocation lease | Muskogee | — | — | 12 yr | — | Amendedauto | 8-K |
excerpt · extension termsScientific 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. Report an issue with this row | |||||||||
| Apr 21, 2026 | CoreWeave | Colocation lease | Austin | 262 MW | — | 7 yr | — | Amendedverified | 8-K |
excerpt · extension termsThe 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...). Report an issue with this row | |||||||||
| Apr 21, 2026 | CoreWeave | Colocation lease | Denton | — | — | 12 yr | — | Amendedauto | 8-K |
excerpt · extension termsall 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. Report an issue with this row | |||||||||
| Oct 30, 2025 | CoreWeave | Colocation lease | — | 70 MW | — | — | — | Expandedverified | 8-K |
excerptFor 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.Report an issue with this row | |||||||||
| May 7, 2025 | CoreWeave | Colocation lease | Multiple (Denton, Dalton, Muskogee, Marble, TX/GA/OK/NC) | 500 MW | — | 12 yr | $8.70B | Amendedverified | 8-K |
excerpt · extension terms · prepayment $750.00M2024: 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 Report an issue with this row | |||||||||
| May 7, 2025 | CoreWeave | Colocation lease | Austin, TX | 16 MW | — | 7 yr | — | Amendedverified | 8-K |
excerpt · extension terms2024 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 Report an issue with this row | |||||||||
| May 7, 2025 | CoreWeave | Colocation lease | Unspecified | 70 MW | — | 12 yr | — | Expandedverified | 8-K |
excerpt · extension terms2025 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 Report an issue with this row | |||||||||
| Feb 27, 2025 | CoreWeave, Inc. | Colocation lease | Denton, Texas | 70 MW | — | 12 yr | $1.20B | Expandedverified | 8-K |
excerpt · extension termsThe 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. Report an issue with this row | |||||||||
| Oct 23, 2024 | CoreWeave | Hosting services | — | — | — | 12 yr | — | Expandedverified | 8-K |
excerptOn 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.Report an issue with this row | |||||||||
| Aug 6, 2024 | CoreWeave | Hosting services | — | 112 MW | — | 12 yr | $2.00B | Expandedverified | 8-K |
excerpt · extension termsUnder 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 Report an issue with this row | |||||||||
| Jun 25, 2024 | CoreWeave | Hosting services | — | 70 MW | — | 12 yr | $1.23B | Expandedverified | 8-K |
excerpt · extension terms · prepayment $105.00MUnder 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 Report an issue with this row | |||||||||
| Jun 5, 2024 | Undisclosed (CoreWeave) | Hosting services | — | 200 MW | — | 12 yr | $3.50B | Expandedverified | 8-K |
excerptour 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.Report an issue with this row | |||||||||
| Jun 4, 2024 | CoreWeave, Inc. | Hosting services | — | 200 MW | — | 12 yr | $3.50B | Expandedverified | 8-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 Report an issue with this row | |||||||||
| Mar 6, 2024 | CoreWeave | Hosting services | Austin, TX | 16 MW | — | — | $100.00M | Definitiveverified | 8-K |
excerptCore 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.Report an issue with this row | |||||||||
Concentration over time
11 filing dates| As of | Contracts | Value | Top customer | Top share |
|---|---|---|---|---|
| Mar 6, 2024 | 1 | $100.00M | CoreWeave | 100% |
| Jun 4, 2024 | 2 | $3.60B | CoreWeave | 100% |
| Jun 5, 2024 | 3 | $7.10B | CoreWeave | 51% |
| Jun 25, 2024 | 4 | $8.32B | CoreWeave | 58% |
| Aug 6, 2024 | 5 | $10.32B | CoreWeave | 66% |
| Oct 23, 2024 | 6 | $10.32B | CoreWeave | 66% |
| Feb 27, 2025 | 7 | $11.53B | CoreWeave | 70% |
| May 7, 2025 | 10 | $20.23B | CoreWeave | 83% |
| Oct 30, 2025 | 11 | $20.23B | CoreWeave | 83% |
| Apr 21, 2026 | 14 | $20.23B | CoreWeave | 83% |
| Jul 28, 2026 | 15 | $20.23B | CoreWeave | 83% |
Contracts as customer
3 disclosures · 742 MW| Filed | Provider | Kind | Site | MW | GPUs | Term | Total | Status | Source |
|---|---|---|---|---|---|---|---|---|---|
| Apr 27, 2026 | utility provider | Power supply | Pecos, Texas campus | 300 MW | — | — | — | Amendedverified | 8-K |
excerptIn addition, Core Scientific has secured an incremental 300 MW of gross power capacity under contract with its utility provider.Report an issue with this row | |||||||||
| Apr 21, 2026 | DME | Power supply | Austin | 394 MW | — | — | — | Amendedverified | 8-K |
excerpt("DME"), pursuant to a power purchase agreement (as amended, the "DME Contract"), for a total potential campus load of approximately 394 MW.Report an issue with this row | |||||||||
| Apr 21, 2026 | Duke Energy Carolinas, LLC | Power supply | Marble | 48 MW | — | — | — | Amendedverified | 8-K |
excerptPower 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 48,000Report an issue with this row | |||||||||
Signals
No filings, rounds or news on file for this company.