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28.07.26 - 13:09
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Core Scientific Announces Second Quarter 2026 Results (Business Wire)
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MIAMI--(BUSINESS WIRE)--Core Scientific, Inc. (NASDAQ: CORZ), a leader in digital infrastructure for high-density colocation services (“HDC”), today announced financial results for the second quarter ended June 30, 2026.
Recent Business Developments
Announced a partnership with AMD with the potential to support up to 2.5 GW of leasable capacity, anchored by 15-year agreements for approximately 530 MW across five sites and more than $14 billion of potential base contracted revenue.
Increased total leased customer power capacity to approximately 1.1 GW, representing more than $24 billion of potential contracted revenue.
Billing for 437 MW of capacity as of mid-July, representing approximately $635 million in average annualized colocation GAAP revenue.
Financial Summary and Operating Metrics (in millions, except billing megawatts)
Metric
Q2 2026
Q1 2026
Q2 2025
Billing MW
395
225
N/A
Colocation Revenue
$
136.7
$
77.5
$
10.6
Total Revenue
$
164.2
$
115.2
$
78.6
Gross Pr...
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28.07.26 - 08:30
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AMD-Aktie mit -18% – weitet sich die Korrektur aus? (Sharedeals)
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Die AMD-Aktie ist zuletzt deutlich unter Druck geraten und hat innerhalb kurzer Zeit rund -18% an Wert verloren. Mit dem Rückfall unter die Marke von 500 US$ hat sich das charttechnische Bild eingetrübt. Nun richtet sich der Blick auf die Frage, ob die aktuelle Schwäche lediglich eine gesunde Korrektur darstellt oder ob sich die Abwärtsbewegung […]
The post AMD-Aktie mit -18% – weitet sich die Korrektur aus? first appeared on sharedeals.de....
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28.07.26 - 02:06
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Nvidia′s Vera targets AI server growth, with CSP adoption the key test (Digitimes)
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Nvidia is pushing into the server CPU market with its Vera chip as AI infrastructure competition enters a new phase, seeking to evolve from a chip supplier into a full AI computing systems provider. But the company still needs cloud service providers (CSPs) to embrace the platform at scale if it wants to challenge Intel and AMD in servers....
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27.07.26 - 21:18
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AMD’s Microsoft Partnership Validates This Transition So I’m Loading Up (24/7 Wall St.)
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I keep buying Advanced Micro Devices (NASDAQ:AMD) because every quarter confirms the same thing: this company has moved from selling chips to selling full AI systems, and the biggest customers on earth are lining up to buy them. That is the sentence that keeps my finger on the buy button, even after the stock has ... AMD's Microsoft Partnership Validates This Transition So I'm Loading Up...
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27.07.26 - 17:54
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AMD Is On Track to Beat Lisa Su’s $100 Billion Revenue Prediction By 2 Years (24/7 Wall St.)
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Artificial intelligence spending continues to reshape the semiconductor industry. Hyperscale cloud providers are committing hundreds of billions of dollars to AI infrastructure, and the market is beginning to look less like a winner-take-all race than many investors expected just two years ago. As inference workloads expand alongside AI training, customers increasingly want a second supplier ... AMD Is On Track to Beat Lisa Su's $100 Billion Revenue Prediction By 2 Years...
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27.07.26 - 16:21
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AMD (Advanced Micro Devices) Buy (DPA-AFX)
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ZÜRICH (dpa-AFX Analyser) - Die schweizerische Großbank UBS hat das Kursziel für AMD von 700 auf 730 US-Dollar angehoben und die Einstufung auf "Buy" belassen. Er habe seine Schätzungen für den Chipkonzern angehoben, denn das Ergebnis je Aktie könne 2028 ......
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