secwatch.observer — SEC 8-K summary
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Issuer:     Core Scientific, Inc./tx (CORZ)
CIK:        0001839341
Form:       8-K
Filed at:   2026-07-28T11:06:14+00:00
Accession:  0001839341-26-000013
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Core Scientific Q2 colocation revenue jumps to $136.7M; AMD partnership for up to 2.5 GW
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1839341/000183934126000013/0001839341-26-000013-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1839341/000183934126000013/core-20260728.htm
  HTML page:      https://secwatch.observer/filing/0001839341-26-000013

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer