Ben Soffins

Ben Soffins inquired about any pricing bifurcation between urban and non-urban located sites and how this might impact pricing for the Hunt County site near Dallas. He also asked for a timeline and demand comments for the Kentucky and North Dakota sites for potential HPC contracts.

Answer

Adam Sullivan, CEO of Core Scientific, confirmed better pricing capacity for sites closer to major metropolitan areas due to dual use cases (LLMs and inference) and the advantage of a quicker 'time to RFS.' He stated that the Kentucky and North Dakota sites are under discussion with counterparties and are on the priority list, though the current focus is on other projects.

Ben Soffins inquired about any bifurcation in pricing and demand profiles between urban-located sites and others, and how this might lead to improved pricing for a site like Hunt County, which is near a major data center hub. He also asked for a timeline and demand comments regarding the Kentucky and North Dakota sites for potential HPC contracts.

Answer

CEO Adam Sullivan confirmed better pricing capacity for sites closer to major metropolitan areas due to dual-use cases (LLMs and inference) and the advantage of a shorter 'time to RFS.' He stated that the Kentucky and North Dakota sites are under discussion with various counterparties and are on the priority list, though current focus remains on other projects.