corz

El megagiro de la minería cripto
Core Scientific se alía con AMD en un acuerdo de $14.000M y sepulta su era Bitcoin por la IA

La transformación del sector minero hacia el cómputo de alto rendimiento ya es oficial y masiva. Core Scientific acaba de sellar una alianza estratégica de 15 años con el gigante de los chips #AMD , consolidando uno de los pivotes operativos más agresivos en la historia de la infraestructura digital: dejar atrás el minado directo de #bitcoin para convertirse en una potencia de alojamiento para Inteligencia Artificial.

Infraestructura de $14.000 millones: El contrato de arrendamiento a 15 años abarca 529 megavatios (MW) de capacidad de IA distribuida en instalaciones de Tejas, Oklahoma, Alabama y Georgia. Este acuerdo garantiza a Core Scientific más de $14.000 millones en ingresos base contratados a partir de 2027.

Potencial de expansión a 2.5 Gigavatios: AMD reservó la opción de contratar hasta 1.925 MW adicionales hasta diciembre de 2028. De ejecutarse, elevaría la capacidad conjunta a aproximadamente 2,5 GW, impulsando la cartera de ingresos potenciales de Core Scientific por encima de los $24.000 millones.

Integración tecnológica y equity: Core Scientific desplegará chips AMD Instinct, procesadores EPYC y el ecosistema de software ROCm. A cambio del compromiso, AMD recibió warrants para adquirir hasta 30 millones de acciones de #CORZ a $23,47 cada una (6,5 millones consolidados de inmediato).

El colapso de la minería propia y la ruptura con Block: La transición es drástica, en el último trimestre, el negocio de colocation (alojamiento de servidores) generó el 83% de los ingresos $136,7M de la empresa, mientras que la minería propia de #BTC cayó un 66% $21,5M.
Reflejando esta nueva prioridad, Core Scientific canceló su contrato con Block de Jack Dorsey para adquirir chips de minería de 3nm, asumiendo un cargo de $41,9 millones por la rescisión.

Tesorería e impacto en el mercado: La compañía reportó 848 BTC en balance $49,7M al cierre de junio tras haber vendido 2.385 BTC en el primer trimestre.

🚀 $CORZ AI DATA CENTER DEAL WITH AMD — INSTITUTIONAL FLOW IS REAL! 💥

📌 A 2.5 GW partnership between AMD and $CORZ marks a structural shift in AI infrastructure demand. 💡 This is not retail hype — it's capital flowing into the back end of the data economy, and smart money is front-running the operational buildup. 📊 Volume on $CORZ is expanding premarket, signaling a clear liquidity grab above recent range highs.

🌊 The same institutional rotation is visible in $COTI and $DEXE , both exhibiting order block retests on higher timeframes with volume confirmation. 💬 Are you positioned for the AI data play, or waiting for a pullback that might never come? 👇

⚠️ Not financial advice. Always manage your risk. 🛡️

🏷️ #CORZ #AI #DataCenter #Bullish #Crypto

🚀 🦈

🚀 $CORZ SIGNS 2.5GW AI DEAL WITH AMD – THE SHIFT BEYOND BITCOIN MINING IS ACCELERATING 💥

📌 This isn't just a partnership—it's a structural pivot. Core Scientific is allocating massive data center capacity to AMD's AI chips, effectively transforming from pure-play miner into a high-performance computing powerhouse. 🦈 The warrant structure gives AMD direct equity upside, signaling deep institutional confidence in the pivot.

💡 Smart money has been quietly accumulating this narrative for months. With premarket surging, the market is now pricing in a re-rating. The question is whether legacy mining valuations will catch up to the AI-infrastructure premium. 💬 Do you see this as a catalyst for the whole mining sector or a one-off transition play? 👇

⚠️ Not financial advice. Always manage your risk. 🛡️

🏷️ #CORZ #BitcoinMining #AI #InstitutionalCapital #Crypto

🎯 🦈

AMD's $2.5 Gigawatt AI Infrastructure Deal with Core Scientific Just Signed – Here's Why it Matters for Crypto.

This isn't just another chip deal; it's a seismic shift in energy demand that directly impacts GPU-reliant sectors, including AI mining and potentially, future decentralized compute networks. The sheer scale, from 500 MW to a potential 2.5 GW by 2027, signals a massive influx of specialized computing power, driving up demand for high-end GPUs. Remember the GPU shortage of 2020-2021? This could be a precursor to a similar dynamic, but amplified for AI. Smart money is already eyeing CORZ warrants – a clear bet on their ability to capture this burgeoning AI infrastructure boom. #AICryptocurrency #GPUmining #DecentralizedCompute

Watch for CORZ's next earnings call for initial insights into their capacity build-out. A sustained push above $5 could signal strong execution. #CORZ

Are you positioned for the next wave of AI-driven infrastructure demand in crypto?

I keep noticing the same pattern.

While most people are focused on Bitcoin's daily price swings, companies are quietly adding to their holdings.

Core Scientific ($CORZ.US ) just bought 301 BTC, bringing its total to 848 BTC and placing it at #49 on the Bitcoin 100 list.

I don't see this as just another headline. To me, it's another reminder that conviction is usually built through steady accumulation—not flashy announcements.

The companies that keep stacking today could end up telling the biggest story tomorrow.

#Bitcoin #BTC #CoreScientific #CORZ #Crypto #BitcoinTreasury

$CORZ’s AI pivot is turning miners into infrastructure players 🚀

Core Scientific is leaning hard into AI infrastructure, planning a $3.3 billion debt raise while locking in a six-data-center partnership with CoreWeave that could generate $10 billion over 12 years. With fewer than 1,000 BTC left and a willingness to sell the rest, the market is treating this less like a mining story and more like a cash-flow re-rating around AI demand.

Not financial advice. Manage your risk and protect your capital.

#CORZ #Aİ #Bitcoin #CryptoStocks #DataCenters ⚡