AMD, Core Scientific seal $14 billion（約2.2兆円） AI infrastructure deal

Core Scientific and AMD have entered into a 15-year, $14 billion（約2.2兆円） infrastructure partnership aimed at building out AI computational capacity. According to Scott Melker, host of "The Daily Wolf," a daily crypto-focused program, this deal marks a watershed moment for infrastructure operators: AI infrastructure is proving to be a more lucrative business than bitcoin mining. The long duration of the agreement—15 years—underscores both companies' conviction that demand for AI compute will remain robust and grow over time. This partnership is part of a broader industry trend in which major data center and infrastructure firms are reallocating resources away from cryptocurrency operations and toward the specialized systems needed to power large language models and other AI applications. The scale of the deal ($14 billion（約2.2兆円）) reflects the capital intensity required to compete in the AI infrastructure space.

The AMD–Core Scientific partnership represents a notable pivot in how data infrastructure companies are deploying capital. Historically, firms like Core Scientific made their primary revenue from cryptocurrency mining; this deal signals that AI infrastructure—the specialized hardware, cooling, power systems, and networking required to run large AI workloads—now offers better long-term returns. The 15-year term suggests both parties expect sustained, growing demand for AI compute rather than treating it as a cyclical bet. For AMD, the agreement secures a major customer anchor for its AI chips and affirms the company's position in the accelerator market. For Core Scientific, it represents a deliberate shift from mining-dependent cash flows toward the higher-margin, more durable AI infrastructure market.

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