Core Scientific has signed a significant AI deal with CoreWeave that allows it to potentially deliver up to 300 megawatts of scale within three years.
Core Scientific benefits from readily available sites and power, less competition in the short term, and the ability to attract skilled talents in the data center market.
While traditional legacy data centers can achieve equivalent scale, they require more time, creating a crucial edge for Core Scientific in a fast-paced market.
Investors express concerns regarding Core Scientific's deal with CoreWeave, highlighting the counterparty risk and potential issues with debt-driven overbuilding.
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