$Advanced Micro Devices(AMD)$
The new partnership with Core Scientific is built on 15-year agreements covering roughly 530 megawatts of data center capacity across five sites.
It could eventually scale to 2.5 gigawatts and represents more than $14 billion in potential contracted revenue for Core Scientific.
AMD will use this capacity to help deploy its GPUs, CPUs and software for customers.
This is the part a lot of people seem to be missing.
AMD is no longer simply trying to sell individual chips.
It is building the full-stack systems, customer relationships and physical infrastructure needed to compete for AI deployments at enormous scale.
The AMD AI story is coming together fast.
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