Core Scientific and AMD Partner on 2.5GW AI Infrastructure Push — Core Scientific, Inc.

Event summary

Core Scientific and AMD have partnered to secure up to 2.5 gigawatts of data center capacity for AI deployments.
The agreement includes 500 megawatts of U.S. infrastructure starting in 2027, with potential scaling to 2.5 gigawatts.
AMD will deploy its Instinct GPUs, EPYC CPUs, and ROCm software through Core Scientific’s AI-ready data centers.
Core Scientific will receive market-priced warrants to purchase AMD’s common stock under certain conditions.

The big picture

This partnership underscores the critical role of infrastructure in the AI boom, with Core Scientific providing the physical backbone for AMD’s AI solutions. As AI demand accelerates, securing power and data center capacity has become a strategic imperative, positioning this deal as a key move in the broader AI infrastructure landscape.

What we're watching

Infrastructure Scaling: The pace at which Core Scientific and AMD can scale the infrastructure to meet AI demand.
Market Dynamics: How this partnership will affect competition in the AI data center market.
Execution Risk: Whether Core Scientific can deliver high-density infrastructure at scale to support AMD’s technology roadmap.