Core Scientific Q1: Expects 250MW of Billable Capacity to CoreWeave by Year-End

Core Scientific laid the footprint for strong growth in HPC (colocation) revenue by the end of the year as it begins to bring online billable capacity for CoreWeave and subsequently rapidly ramp capacity of 250MW. This is the riskiest stock in our portfolio when you consider the current fundamentals are (at face value) of poor quality with revenue declining (55%) YoY and (16%) QoQ.

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