CORZ
Core Scientific
Aggressive PivotThe pioneer of the AI pivot. After emerging from bankruptcy, Core Scientific leveraged its massive secured power infrastructure to sign a landmark 12-year, $3.5 billion contract with CoreWeave, fundamentally changing the economics of the mining sector.
Total Secured Power
1,200 MW
AI/HPC Allocated
382 MW
Current Hashrate
25 EH/s
Target Hashrate (2026)
40 EH/s
The Investment Thesis
The Bull Case
Their CoreWeave contract guarantees incredibly high, stable, fiat-denominated margins that dwarf Bitcoin mining profitability, acting as a massive downside hedge during crypto bear markets.
The Bear Case
They are giving up massive amounts of power capacity that could be used for BTC mining if Bitcoin reaches $250k+. They are effectively a real estate/infrastructure holding company now, not a pure-play crypto bet.
AI Infrastructure Details
GPU Fleet Status
Hosting for CoreWeave (NVIDIA H100/B200s)
Key HPC Partnerships
CoreWeave
Infrastructure Visualization
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