CORZ
Guest preview — showing qualitative direction only.
CORZ Analysis Summary
Core Scientific (CORZ) operates in Layer 3: Infrastructure, in the Power Rich Data Centers sub-sector. With a $5.0B market cap and 55% AI-derived revenue, it sits in the midstream tier of the AI supply chain.
The current composite signal is bearish with none conviction, driven primarily by daily factors.
CORZ has supply chain relationships with 3 companies in the AI ecosystem. Upstream suppliers include ETN, VRT. Downstream customers include COREWEAVE.
CORZ is currently affected by 2 bottlenecks (Grid Gear / Long-Lead Electrical Equipment, Data Center Power Capacity).
Learn more about our signal methodology. View Signal History → Core Scientific AI Visibility →
Analysis as of May 21, 2026 15:32 UTC (daily run). Live data.
Data Trust
Quality grade C · Score 0.74 · Updated May 21, 2026 15:32 UTC (0.3h ago)
Source-by-source provenance available after sign-in.
Signal Snapshot
Current model view is bearish with none conviction. Based on the latest daily run.
Primary driver appears to be daily factors for this ticker.
Latest Recommendation
No recent recommendation is currently published for this ticker in the latest completed runs.
Supply Chain Position (Guest Preview)
Neighbor signal strengths and propagation context available after sign-in.
Portfolio Position
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Bottleneck Exposure (Guest Preview)
Fundamentals & Characteristics
- Market Cap
- $5,000M (5.0B)
- Avg Daily Volume
- $120.0M
- AI Revenue %
- 55%
- Liquid Options
- No
- Layer
- 3 — Infrastructure
- Sub-Sector
- Power Rich Data Centers
- Mega Cap
- No
Latest Signal Snapshot
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Key Facts About CORZ
- Company: Core Scientific
- Supply Chain Position: Infrastructure (Layer 3 of 10)
- Market Cap: $5.0B
- AI Revenue: 55%
- Sub-sector: Power Rich Data Centers
- Tier: Midstream
- Supply Chain Partners: 3 companies
CORZ FAQ
What does Core Scientific do in AI?
Core Scientific (CORZ) operates in the Infrastructure layer of the AI supply chain, in the Power Rich Data Centers sub-sector.
Is CORZ a buy or sell?
Full signal analysis for CORZ is available after sign-in at Early Signal. Our quantitative model analyzes momentum, sentiment, earnings, and supply chain factors.
What AI supply chain layer is CORZ in?
CORZ is in Layer 3: Infrastructure. Early Signal's 10-layer taxonomy traces the AI value chain from raw materials (Layer 0) through semiconductor manufacturing, chips, infrastructure, cloud platforms, AI tools, foundation models, applications, AI-enabled transformation, to secondary beneficiaries (Layer 9). Learn more on the methodology page.
What is Core Scientific's AI revenue exposure?
Core Scientific derives approximately 55% of its revenue from AI-related activities. It has a market capitalization of $5.0B and sits in the midstream tier of the AI supply chain.
⚡ AI Brand Visibility
How often AI models (ChatGPT, Claude, Gemini) mention Core Scientific when users ask questions in its category.
Source: geo.sig.ai — tracks AI visibility for 5,600+ companies across 30 verticals.