Core Scientific第三季度营收增至2.33亿美元：托管收入环比增近六成，计费容量达485兆瓦
总部位于佛罗里达州 Miami 的数据中心运营商 Core Scientific（纳斯达克：CORZ）11月5日公布截至9月30日的2026年第三季度业绩：总营收2.329亿美元，上年同期为8,110万美元；其中高密度托管（colocation）业务营收2.154亿美元，环比增长近60%，是增长的绝对主力。
截至9月30日，公司计费容量达485兆瓦，较第二季度的395兆瓦再增90兆瓦，对应年化托管收入逾7亿美元。第三季度毛利1.233亿美元，上年同期仅390万美元；调整后EBITDA达1.336亿美元，是第二季度4,110万美元的三倍多，利润率由25%升至57%。报表净利润11.781亿美元，主要来自认股权证公允价值变动的非现金收益，第二季度为净亏损11.553亿美元。季度资本开支9.851亿美元，季末流动性与偿债储备资金合计17.442亿美元。
首席执行官 Adam Sullivan 表示，公司第一份托管协议已接近全面交付，第二份协议的建设正在五个园区同步推进；随着营收增长且仍有大量已签约容量待交付，公司已为下一阶段增长打下坚实基础。
Core Scientific 主营为超级智能（SI）等高算力负载设计、建设和运营大型专用数据中心，其设施分布于阿拉巴马州、佐治亚州、肯塔基州、北卡罗来纳州、北达科他州、俄克拉荷马州与德克萨斯州等地；公司正逐步把其余自营数字资产挖矿设施改作高密度托管用途。（来源：Core Scientific）
Core Scientific Q3 Revenue Rises to $232.9 Million: Colocation Revenue Up Nearly 60% Sequentially, Billing Capacity Reaches 485 MW
Core Scientific, Inc. (Nasdaq: CORZ), the Miami, Florida-based data center operator, on November 5 announced financial results for the third quarter ended September 30, 2026. Total revenue was $232.9 million, up from $81.1 million a year earlier, driven by high-density colocation revenue of $215.4 million, which rose nearly 60% sequentially.
Billing capacity reached 485 MW as of September 30, up from 395 MW in the second quarter, representing more than $700 million in average annualized colocation revenue. Gross profit was $123.3 million, versus $3.9 million a year earlier. Adjusted EBITDA more than tripled sequentially to $133.6 million, with margins expanding to 57% from 25%. Net income was $1,178.1 million, benefiting mainly from a non-cash gain in the change in fair value of warrants, compared with a net loss of $1,155.3 million in the second quarter. Capital expenditures were $985.1 million, and liquidity and debt-service reserve funds totaled $1,744.2 million at quarter-end.
"Our execution at scale is translating into results, with a significant sequential increase in GAAP colocation revenue," said Adam Sullivan, Chief Executive Officer of Core Scientific. "We are nearing full delivery under our first colocation agreement while construction under our second is underway across five campuses."
Core Scientific designs, builds and operates large-scale, purpose-built data centers for high-density colocation services serving AI-related workloads, with facilities in Alabama, Georgia, Kentucky, North Carolina, North Dakota, Oklahoma and Texas. The company is repurposing its remaining mining facilities to support its colocation business. (Source: Core Scientific)
来源：Core Scientific
发布：GSM·美国（发布链接）
图片来源：图：数据中心机房内部（示意）。BalticServers.com 摄，CC BY-SA 3.0，经 Wikimedia Commons。 / Photo: Inside a data center (illustrative). By BalticServers.com, CC BY-SA 3.0, via Wikimedia Commons.
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