$14.52
24h
+0.97%
28 Jul, 12:22
CORZ benefits from AI data-center capacity demand
Bullish-29.99%
AI Summary
The author is bullish on CORZ following a 500 MW AMD deal, arguing that 2027 AI demand for data-center capacity is being overlooked by the market.
$CORZ just landed a $AMD deal for 500 MW, sending shares roughly 5% higher premarket. 2027 is overlooked: AI demand is pulling forward commitments for data-center capacity, not simply chips. https://x.com/yianisz/status/2082079176161472650/photo/1