The investor who blocked a $9 billion AI deal expects that bet to soon pay off [Yahoo! Finance]
Core Scientific, Inc. (CORZ)
Company Research
Source: Yahoo! Finance
The deals would demonstrate durable demand for data centers and that AI is in a boom, not a bubble. Amid a 47-gigawatt power gap, more crypto miners are expected to repurpose their operations for AI. The investment manager who helped scuttle one of the biggest data center acquisitions of 2025 believes that his bet against the multibillion-dollar buyout is about to pay off in the new year. Trip Miller, the founder and managing partner of the Memphis-based investment firm Gullane Capital Partners, believes that Core Scientific, a data center developer and operator, is on the cusp of large new customer deals that will boost its value. "I think over the next 90 days, you'll see them announce greater than a hundred megawatts of deals," Miller said. "It would show that there was a lot more value to be tapped there than we were getting paid for under the CoreWeave deal." In October, Miller, a major shareholder in Core Scientific, opposed an offer by the artificial intelligence clo
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CORZ
News
- BTIG Upgrades Core Scientific Inc. (CORZ) amid Undervaluation Concerns and HPC Colocation Contracts Expectations [Yahoo! Finance]Yahoo! Finance
- AI cloud startup Runpod hits $120M in ARR — and it started with a Reddit post [TechCrunch]TechCrunch
- Core Scientific (NASDAQ:CORZ) was upgraded by analysts at Zacks Research from a "strong sell" rating to a "hold" rating.MarketBeat
- Core Scientific (CORZ) Valuation Check As AI Pivot And Analyst Upgrade Draw Fresh Attention [Yahoo! Finance]Yahoo! Finance
- Bitcoin miners face steep costs as they pivot to AI and HPC, HIVE chair says [Yahoo! Finance]Yahoo! Finance
CORZ
Earnings
- 8/8/25 - Beat
CORZ
Sec Filings
- 1/7/26 - Form SCHEDULE
- 1/5/26 - Form 4
- 1/5/26 - Form 4
- CORZ's page on the SEC website