Core Scientific (CORZ) Positioned for Growth Amid Crypto Infrastructure Expansion

Core Scientific (CORZ) is advancing its role as a key player in the crypto mining and data center infrastructure space, with a clear path toward sustained revenue growth. The company recently announced the commissioning of a new 250 MW data center facility in Texas, increasing its total capacity to 450 MW, which supports over 150,000 ASIC mining rigs. This expansion enables CORZ to increase its Bitcoin hash rate output to 2.1 exahashes per second (EH/s), a 35% rise year-over-year. The company’s strategic shift toward self-mining and long-term power contracts has improved gross margins, which expanded to 42% in Q4 2025, up from 33% in the same period the prior year. The reduction in power cost volatility—achieved through 10-year fixed-rate contracts with regional utilities—has provided a stable foundation for profitability despite fluctuating BTC prices. Market analysts note that CORZ’s diversified revenue stream, with 60% derived from mining operations and 40% from data center services for third-party clients, reduces reliance on Bitcoin’s price movements. This model has attracted institutional interest, with over $180 million in new equity commitments secured in early 2026. The stock’s valuation remains modest relative to peers, trading at a forward P/E of 14.3, below the sector average of 22.5. If current growth trends persist, analysts project CORZ could achieve $280 million in annual revenue by 2027, up from $143 million in 2025.