AMD locks 500+ MW of Core Scientific US capacity from 2027
Core Scientific and AMD announced a deal giving AMD more than 500 MW of US data center capacity starting in 2027, with an option to scale to 2.5 GW. The agreement secures long-term power and space for future AMD AI accelerator deployments.
Key takeaway
Chip vendors are now competing on secured power and floor space as hard constraints, not only on accelerator roadmaps.
Context
Under the announced structure, AMD moves beyond selling accelerators alone by contracting physical US capacity directly with Core Scientific for deployments beginning in 2027.
An option path up to 2.5 GW would put AMD in the same infrastructure-alliance race as other large AI compute buyers, where multi-year power procurement can determine who can ship next-generation training and inference fleets on schedule.
Numbers to know
- 500+ MWUS data center capacity AMD secures starting in 2027
- 2.5 GWOptional scale-up ceiling in the Core Scientific deal