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Data centers · Evidence brief

AMD secures up to 2.5 GW from Core Scientific

AMD + Core Scientific

Primary sourcePress release only2026-07-28
Deal structureStrategic AI data-center capacity and infrastructure partnership
GeographyUnited States
Infrastructure layersData centers + GPU infrastructure + AI cloud capacity
Disclosed scaleMore than 500 MW of U.S. AI-ready capacity beginning in 2027, with the ability to expand AMD ecosystem access to as much as 2.5 GW

Why it matters

The strategic read

Gives AMD a physical-infrastructure route to place Instinct GPUs, EPYC CPUs and ROCm-based systems for customers at materially greater scale. The agreement starts above 500 MW and can grow fivefold, pairing AMD's accelerator ecosystem with Core Scientific's high-density campuses and power portfolio.

Source-supported terms

What was disclosed

  1. 01

    Core Scientific and AMD announced the infrastructure partnership on July 28, 2026.

  2. 02

    AMD will secure more than 500 MW of U.S. data-center capacity for end-customer deployments beginning in 2027.

  3. 03

    The agreement gives AMD the ability to expand access to as much as 2.5 GW.

  4. 04

    The companies will collaborate on physical-infrastructure design.

  5. 05

    The deployment scope includes AMD Instinct GPUs, EPYC CPUs and ROCm software.

  6. 06

    AMD will receive market-priced warrants to purchase Core Scientific common stock, subject to commercial conditions.

  7. 07

    The public announcement does not identify the end customers that will use the capacity.

Disclosure boundary

What is known—and what is not

The joint primary announcement confirms the strategic partnership, more than 500 MW of U.S. capacity beginning in 2027, an expansion pathway to 2.5 GW, infrastructure-design collaboration, the AMD technology stack and market-priced warrants. Public materials do not disclose pricing, committed capital, take-or-pay terms, specific sites, end customers, deployment milestones by campus, power-delivery conditions, warrant quantity or strike mechanics, remedies or termination rights.