"Core Scientific is uniquely well positioned to capture surging artificial intelligence (AI) demand given the company's large available power supply and strong data center development team."
"We expect that many big tech companies will be closely watching the CoreWeave developments and successful execution will convince decision makers to sign future development leases with CORZ."
"The company's bitcoin mining operations remain profitable and are getting more efficient, and while the economics of any future AI deals may not be as favorable, they are expected to be very accretive."
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