earnings
confidence high
sentiment positive
materiality 0.75
Core Scientific Q2 colocation revenue jumps to $136.7M; AMD partnership for up to 2.5 GW
Core Scientific, Inc./tx
2026-Q2 EPS reported
-$4.39
revenue$279,445,000
- Colocation revenue $136.7M (Q2 2026) vs $10.6M (Q2 2025); total revenue $164.2M, up 109% YoY.
- Net loss $1,155.3M primarily from change in fair value of warrants due to stock price appreciation.
- Adjusted EBITDA $41.1M vs $28.5M in Q2 2025; liquidity $1,819.4M.
- AMD partnership: up to 2.5 GW leasable capacity, 15-year agreements for ~530 MW, >$14B potential revenue.
- Total leased customer power capacity ~1.1 GW, >$24B potential contracted revenue; billing 437 MW as of mid-July.