Core Scientific

July 29, 2026

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AMD's 15-Year Lease Only Pays Off If West Texas Transmission Lands on Time

May 8, 2026

Core Scientific is layering 3 GW across Pecos, Texas and Muskogee, Oklahoma through a hybrid of acquired contracts (440 MW via Polaris/OG&E), new construction, and behind-the-meter generation.

April 29, 2026

Core Scientific is converting its Pecos campus into a 1.5 GW AI complex with roughly 1 GW for lease, financed by $3.3 billion in senior secured notes on top of a $1 billion Morgan Stanley facility.

April 28, 2026

Project Jupiter's fuel cell pivot, Core Scientific's 1.5 GW Pecos campus with contracted utility power plus behind-the-meter generation, and Meta's 1 GW capacity reservation with Overview Energy for 2030 orbital solar all point one direction.

April 7, 2026

Core Scientific's Matt Brown identified the structural driver: low loan-to-cost ratios force providers to commit outsized equity, straining balance sheets.

April 5, 2026

Meanwhile, the crypto-to-AI pivot companies (TeraWulf, Applied Digital, Iren, Core Scientific, Cipher Digital) face their own execution gauntlet.

March 23, 2026

Meanwhile, Core Scientific is bringing a 430MW proposal to Hunt County commissioners after failing to notify local officials before acquiring its 265-acre site, a misstep that's already created friction.