### @CORZ — Confirmed — from the annual and quarterly filings and the earnings call
Yeah, I mean, Core Scientific discloses that one customer, CoreWeave, currently accounts for 100% of its colocation segment revenue. The contracted capacity has been laddered through options—from 16 to 216 to roughly 590 MW on twelve‑year leases. At end‑March 2026 we had 243 MW billable, including Marble, NC (65 MW) and Dalton, GA phase 1 (30 MW). Management expects to hit over 450 MW by summer ’26 and the full 590 MW by early ’27. Stepping back, the thesis and the risk sit in that single‑tenant cash flow.
- tier: Confirmed (✓)
- source: CORZ / One customer, 100% of colocation
- receipt: https://ticker.thevixguy.com/p/p-day-20260802-corz-src-corz-concentration-rotation
- posted: 2026-08-02T07:30:45.727Z