Blockspace: AI News covers the physical and financial buildout of AI infrastructure, including powered land, data centers, and operational updates. Colin and Charlie discuss Wall Street ratings, local data center politics, and executive interviews. The show explains how AI infrastructure decisions affect markets, communities, and the companies building and operating data centers.
Episodes
Inside KEEL Earnings with CEO Ben Gagnon! Plus, Anthropic IPO, MARA Earnings, and a Wet Blanket on IREN
Anthropic's IPO price is here! Per the Wall Street Journal, Anthropic plans to IPO at around $1.3 trillion. We discuss what this means for the market on the show, and if it might be too pricey.For our headliner today, we have Ben Gagnon of KEEL Infra o...
Hosted on beehiiv. Read the full Privacy Policy at https://www.beehiiv.com/privacy.
Jensen Scandal, Nebius's Compute Marketplace, and Why SpaceX Could Double?
NVIDIA is under the microscope after news that CEO Jensen Huang had an affair with Alice Wong, an executive at Megaspeed who has been reported as a suspected CCP operative. The company's board has launched an independent investigation, and the stock is...
Inside IREN's Earnings ($200M AI Cloud). Plus TeraWulf's Earnings Update & Luxor Tech On Bitcoin Mining
IREN investors got a great update from management on Thursday, with higher revenue and more ARR coming in 2027. Although there's bumps with the Microsoft deal, IREN is starting to execute on its larger goal of being a neocloud. Meanwhile, Luxor's Kaan ...
Hosted on beehiiv. Read the full Privacy Policy at https://www.beehiiv.com/privacy.
IREN Delays? Plus, Adam Sullivan of Core Scientific & KEEL's Earnings Call
The AI trade is officially dead! Charlie and Will join the stream to discuss AI stocks completely unwinding from the all time highs, including numerous double digit drops. Then we discuss IREN, which apparently is struggling to deliver its Horizon site...
Hosted on beehiiv. Read the full Privacy Policy at https://www.beehiiv.com/privacy.
Did the Midterms Just Pop the AI Bubble? Plus HUT 8 & RIOT Earnings & SpaceX Stock Analysis
The Democratic party just locked in 6 years of control in the Senate and at least 2 years in Congress. Plus, dozens of governorships flipped blue. What does this mean for AI data center stocks like Cipher Digital and IREN? Plus, we cover Riot's big ear...
Hosted on beehiiv. Read the full Privacy Policy at https://www.beehiiv.com/privacy.
Will US Elections Gut AI Stocks? Plus, Cipher Digital's Earnings & SpaceX's Lawsuit
US midterm elections are tomorrow, and its got big implications for data center stocks we talk about on this show. In particular, the ones with major campuses in Texas, Ohio, New Mexico, and New York (not to mention about 10 other states!). What are we...
Hosted on beehiiv. Read the full Privacy Policy at https://www.beehiiv.com/privacy.
The Trump Trade Is Over? Plus, Microsoft vs. Google, and Nebius' Capex Guidance
Today, Will joins Charlie to discuss the collapse of Intel (falling more than 20%, the worst in four decades), plus the earnings call reactions from Microsoft and Google. Lastly, we touch on Nebius' capex guidance and a recent bullish price target from...
IREN's $363M GPU Raise, Plus, Morgan Stanley's Bullish TeraWulf Price Target, and SK Hynix's Earnings
Today, Will covers for Colin who's set sail across the Atlantic on a family trip..enjoy! Meanwhile, we cover IREN's debt raise of $363 million based on its active GPU contracts, Morgan Stanley issuing yet another bullish bet on TeraWulf, Riot, Hut 8, a...
Hosted on beehiiv. Read the full Privacy Policy at https://www.beehiiv.com/privacy.
Galaxy’s Q3 Earnings, Meta’s $25B Equity Raise, Goldman Sachs Forecasts $100B CoreWeave Debt
Welcome back to The Blockspace Podcast! Today, we break open Galaxy Digital’s Q3 results, including management commentary that the company passed on a tenant for its 830 MW Helios II data center this past summer. We also cover Meta’s $25B equity raise,...
Anthropic’s S-1 and Elon Musk Takes a Shot at Neoclouds
Welcome back to The Blockspace Podcast! Today, we breakdown Anthropic’s S-1, including the highly publicized – and often misinterpreted – $80.7B loss and Anthropic's $500+ billion in future spending commitments. Lygos Finance CEO Jay Patel joins us to ...
Inside The Race To Power AI Data Centers w/ EROC’s CEO John Carrington
John Carrington, CEO of EROC, which operates onsite natural gas microgrid and backup power systems for critical facilities, joins Blockspace to discuss the race to power AI, why data centers can’t wait for the grid, and how natural gas generation fills...
Anthropic IPO Watch, SpaceX’s Soaring Compute Pricing, Wall Street’s Takes on CoreWeave vs. Nebius
Welcome back to The Blockspace Podcast! Today, we open with four things to look for in Anthropic’s soon-to-come S-1 filing, which could be public next week. Plus, we cover a bank note on SpaceX that reveals the company is selling compute at much higher...
Meta’s Q3 Earnings, AI Swarms Attack PHP Websites, 3 Takeaways from NVIDIA GTC Berlin
Welcome back to The Blockspace Podcast! Today, we open with a quick note on Black October, an internet-wide cybersecurity incident where AI swarms are attacking websites through a vulnerability in the PHP programming language. For news, we also cover M...
SpaceX Q3 Earnings, Soluna’s 50 MW Applied Digital JV, IREN’s 300 MW Spain Site
Welcome back to The Blockspace Podcast! Today, we open with a quick breakdown of Spain’s newly approved 300 MW data center in Spain, and then we welcome Soluna CEO John Belizaire to break down their new JV with Applied Digital for a 50 MW site in Texas...
IREN’s Childress Timeline, the Hidden Forces Behind AI Builds, Data Center CAPEX is Rising
Welcome back to The Blockspace Podcast! Today, we open with rumors about delays for IREN’s Childress data center for Microsoft, as the tech giant has reportedly requested a full networking rewiring for the build. Plus, an interview with independent jou...
CoreWeave Price Targets, AI Financing Risks, 2027’s 50 GW Buildout Forecast
Welcome back to The Blockspace Podcast! Today, we open with two bullish investment banker notes on CoreWeave, as both JPMorgan and Wells Fargo remain overweight despite concerns over financing. Lygos Finance CEO Jay Patel also joins us to discuss wheth...
Why Nvidia's GPUs Sell Out In Hours w/ Hyperbolic
Why is it so hard to secure compute resources? We break down the current supply chain and demand for B300 servers.This panel discussion explores the tightening market for high-end hardware and the reality of acquiring compute resources in the current c...
SpaceX's Tesla Merger (and Flying Car), the Bull Case for CoreWeave, AI Isn't Stressing the TX Grid Yet
Welcome back to The Blockspace Podcast! Today, we open with an investment bank note on CoreWeave and unpack the bull case for the leading neocloud despite doomer takes on its debt load. We also cover Tesla’s roadster demo, plus forecasts that say a Spa...
Anthropic Q3 Financials, Nebius vs. CoreWeave Stock Ratings, Hyperscalers Will Gobble Up Neoclouds
Welcome back to The Blockspace Podcast! Today, we take a look at Anthropic’s leaked Q3 financials and what they mean for the company’s IPO valuation could be. We also cover Rosenblatt’s buy rating on Nebius and why the bank favors it over CoreWeave, pl...
AI Stock Selloff and CRWV’s Debt, IREN Proposes 900 MW Aussie Site, Keel’s New 80 MW Site
Welcome back to The Blockspace Podcast! Today, we take a look at the market bloodletting as many data center stocks plunge into the red YTD, including why the selloff is happening now as debt spreads blow out for CoreWeave, Oracle, and Meta. We also co...
Cipher Digital’s $850M Convert, Goldman Sachs SpaceX Price Target, AMD’s Fermi Backstop
Welcome back to The Blockspace Podcast! Today, we cover Cipher Digital’s $850M convertible note offering to cover cost overruns at Barber Lake, plus its partial retirement of an older convertible note, and we also touch on Goldman Sach’s bullish price ...
IREN’s New Anthropic Deal, Microsoft’s AI Chip Play, Architect’s Liquid Inference Compute Market
Welcome back to The Blockspace Podcast! Today, we cover The Information's reporting that Anthropic has inked an undisclosed deal with IREN, how Microsoft plans to expand its AI inference chips with Maia 300, and the launch of Architect’s Liquid Inferen...
OpenAI’s $70B ARR Explained, Firmus Scraps $5.5B IPO, SpaceX Comes for Your Phone Plan
Welcome back to The Blockspace Podcast! Today, we break down why the Financial Time’s reporting on OpenAI’s $50B ARR – $20B shy of the $70B reported in September – looked at the numbers incorrectly. We also cover why Firmus is scrapping its $5.5B IPO a...
Applied Digital Earnings, SpaceX Seeks $40B Debt Raise, Protests Erupt Over SpaceX Colossus Site
Welcome back to The Blockspace Podcast! Today, we unpack Applied Digital’s Q1 FY 2027 earnings, SpaceX’s talks for a $40B debt raise, and the chaos that erupted in Memphis this week during a city council hearing for SpaceX’s Colossus data center. Check...
Wells Fargo Buy Ratings, How Rates Will Affect AI CAPEX, Applied Digital’s 1 GW Finland Site
Welcome back to The Blockspace Podcast! Today, we open with an interview with Lygos Finance CEO Jay Patel to discuss how the unrelenting surge in US Treasury rates will affect the AI CAPEX boom. We also cover the five buy ratings for powered shell stoc...
Google Taps Constellation for 3.6 GW, Morgan Stanley is Bullish Bloom Energy, B. Riley’s New AI Stock Valuation Model
Welcome back to The Blockspace Podcast! Today, we open the show with Google’s new power purchasing deal with Constellation Energy for 3.6 GW of nuclear capacity across PJM. We also cover a new Morgan Stanley note that makes the bullish case for Bloom E...
TeraWulf Expands Muskie to 1 GW and SpaceX Mulls TSMC for Terafab
Welcome back to The Blockspace Podcast! Today, we cover news that TeraWulf has expanded its PPA for Muskie from 500 MW to 1 GW, including what this means about how close WULF has come to a deal for the site. Plus, we cover reports that SpaceX is explor...
How SpaceX Hit $121B in AI Cloud Deals. Plus, Crusoe’s Project Hyper Expansion
Welcome back to The Blockspace Podcast! We’re back from Yotta with a shorter episode today, where we cover SpaceX’s rise to $121B in AI cloud contracted revenue, plus Crusoe’s plans for two $2.4B sites as part of Project Hyper. Check out Dimetrics ( ht...
Anthropic's IPO Analysis, Cipher's Site Extension & Building Compute Markets
Live from Yotta 2026!Compute's daily live show | 1P EST every weekdayFull episodes on the Blockspace podcast:🎙️ https://blockspace.media/podcast/ ( https://www.youtube.com/redirect?event=video_description&redir_token=QUZZTVljR2F4Y3hXYVBpbWJtWVowMzRoVTF...
Cipher Digital’s $5.2B Fluidstack Extension, Nscale’s $35B IPO, Oracle’s “Hell or High Water” Project Jupiter
Welcome back to The Blockspace Podcast! At the top of the show, we cover Cipher Digital’s $5.2B, 10-year extension with Fluidstack, which brings the Barber Lake site’s contracted revenue to $9B. Then, Dark Horse CEO Joel Block joins the show to discuss...
Oracle’s $165B Project Jupiter Delay, SemiAnalysis’ ClusterMAX Ratings, a Drone’s Eye View of CIFR’s Black Pearl, Luxor’s AI Suite
Welcome back to The Blockspace Podcast! Oracle has sent a force majeure notice to the developer of Project Jupiter, a $165B data center project in New Mexico as part of Project Stargate, as the site’s development continues to be restrained by permittin...
TLSA is SPCX’s Key to the AI Race, Another Look at Data Center Noise, GPU Rates Hit ATH
Welcome back to The Blockspace Podcast! Morgan Stanley just put a $300 price target on SpaceX, arguing that the company’s real edge is AI – and how its sister company, Tesla, makes that edge particularly sharp. We also take a look at Nic Carter’s lates...
Rothschild Rates IREN Above CRWV/NBIS, Texas Freezes Data Center Permits, CLSK Closes $2.276B Note
Welcome back to The Blockspace Podcast! Rothschild & Co Redburn has initiated coverage of neoclouds, and in its first ratings, it placed a hold on IREN and sells on CoreWeave and Nebius. Also, Texas is pumping the breaks on data centers even more with ...
Hut 8 Stock Price Update, Morgan Stanley Sees 72 GW Deficit in 2029, AWS Block’s Meta’s Muse, New Era Up 30% on Vista Deal
Welcome back to The Blockspace Podcast! Stocks are ripping, so we open today with a stock price update on Hut 8, Galaxy Digital, IREN, and others. From there, we unpack Morgan Stanley’s latest AI stock report, where the bank forecasts a 34% deficit in ...
IREN and CIFR Price Targets, Anthropic and OpenAI Seek 20-30MW Sites, Data Centers Take Collateral Damage in Middle East and Ukraine
Welcome back to The Blockspace Podcast! Today, we open with reports that Anthropic and OpenAI are expanding their power search to sub-50 MW sites, plus bullish investment bank forecasts for IREN and Cipher, and we close with a note on how the wars in I...
CleanSpark’s $6.6B Meta Deal, Rune Raises $40M for Solar Farm Data Centers, Moratoriums Haven’t Killed the AI Trade (Yet)
Welcome back to The Blockspace Podcast! CleanSpark rose 6% in early trading hours today on news that it inked its $6.6B Sandersville AI deal with Meta, the first revelation of the site’s tenant, who also holds exclusivity rights to CleanSpark’s Sealy a...
Cipher Digital Stock Price and Batch Zero Update, How the Fed Hike Will Affect Neoclouds, Tech Titans Battle for the Soul of AI
Welcome back to The Blockspace Podcast! Cipher Digital surged today on clarification of its Batch Zero classifications, which includes 1,100 MW of base load and 2,100 MW of studied load. We also dive into how the Fed’s rate hike will impact neocloud an...
MARA Stock Price and Batch Zero Update, Crusoe’s Perplexity Deal and Switchgear Factory, Meta’s AI ASIC Play
Welcome back to The Blockspace Podcast! Today, we open with a stock price update for MARA following its Batch Zero base load and studied load classifications, and we also cover Soluna’s additional base load classification for its 100 MW Dorothy site. P...
AI Stocks Tumble, Frontier Lab CEOs Call for AI Slowdown, and Ellison Pulls the Plug on 50M ORCL Sale Amid Layoffs
Welcome back to The Blockspace Podcast! Today, we look at the winners – and mostly losers – from today’s AI stock sell off as the market reacts to top AI lab CEOs calling for a slowdown to the pace of frontier lab development. On that note, we unpack w...
Hut 8 Stock Price Update, Fluidstack Taps Pentagon for $5B, Chinese LLMs Were Claude All Along
Welcome back to The Blockspace Podcast! Today, we look at why Hut 8 is leading a rally in powered shells following its Batch Zero approval, wondering if investors see downstream benefits for Hut 8 from our second news topic, where Fluidstack is reporte...
Cipher Digital, Core Scientific, Ionic Digital Batch Zero Updates and SpaceX Taps Rocket Scientists for Data Center Construction
Welcome back to The Blockspace Podcast! Today, we open with a stock update, focusing on Cipher Digital, Core Scientific, and Ionic Digital’s announcements for their Batch Zero designations. We also cover how SpaceX is rehauling its data center construc...
Galaxy Digital and CleanSpark Batch Zero Approvals, How to Secure a Data Center, Anthropic Thinks AI Could Kill Us All
Welcome back to The Blockspace Podcast! Today, we open with a stock update, focusing on Galaxy Digital and CleanSpark’s announcements for base load and studied load classification under ERCOT’s Batch Zero. For interviews, Acre Security CEO Kumar Sokka ...
IREN Stock Price Update and Batch Zero Approval, Palantir Taps Nebius for Sovereign AI, Soluna Batch Zero Approval, Data Centers Enrich WV
Welcome back to The Blockspace Podcast! Today, we open with a stock update – data center and AI stocks are ripping, and IREN, CIFR, CLSK, WULF, HUT, MARA, and other are up significantly, particularly those likely to have received favorable approvals fo...
Crusoe’s $13B Deal with Jane Street, ERCOT Batch Zero Classifications, Luxor’s GPU Price Index
Welcome back to The Blockspace Podcast! Today, we cover Crusoe’s $13B deal with Jane Street as the trading firm builds out its AI cloud business for internal use. For interviews, Luxor’s Kaan Farahani joins to discuss their latest addition to Hashrate ...
Cipher’s 2.5 GW Gas Pipeline, IREN’s $2.8B GPU Financing, Nscale’s IPO and $103B Contract Backlog
Welcome back to The Blockspace Podcast! Today, we break down Cipher Digital’s plan to build 2.5 GW of gas pipelines to expedite its data center buildouts, including which sites will most likely benefit from the behind-the-meter generation. We also cove...
SB Energy IPO Analysis, Google Taps 396MW of Geothermal with Fervo, Bitdeer’s $100M Landgrab for Rockdale
Welcome back to The Blockspace Podcast! Today, we break down SB Energy’s IPO plans – with some bankers saying the stock could fetch a $50B valuation despite not yet having an active data center – and dig into the nature of the intertwined financial rel...
Anthropic’s $35B Lambda Deal, ERCOT Misses Batch Zero Baseload Deadline, Anti-AI Politicians Are Getting Rich from AI Stocks
Welcome back to The Blockspace Podcast! Today, we open with Anthropic’s $35B deal with Lambda for AI cloud compute at Hut 8’s Beacon Point data center, and then we touch on ERCOT missing yesterday’s deadline for a decision on conditional base load clas...
IREN, CIFR, HUT Stock Price Updates, PUCT Approves Permian Basin Transmission Line, SpaceX’s Turbine Fabrication
Welcome back to The Blockspace Podcast! Today, we open with an AI stock update with a specific focus on IREN, CIFR, and HUT. Then, Lygos Finance CEO Jay Patel joins to discuss Strategy’s first BTC buy since June, bitcoin ETF flows, and whether BTC is r...
IREN’s FY26 Earnings, Hive Buzz HPC President Interview, Warsh Jackson Hole Speech Recap
Welcome back to The Blockspace Podcast! Today, we cover IREN’s FY2026 earnings, plus interviews with Hive’s Buzz HPC President Craig Tavares, Lygos Finance CEO Jay Patel on Kevin Warsh’s Jackson Hole speech, and investor Ben Pouladian on his takeaways ...
NVIDIA’s Explosive Q2 Earnings, Trump’s Energy Systems Executive Order, Matt Prusak Giga Energy Interview
Welcome back to The Blockspace Podcast! Today, we open with a TLDR of NVIDIA’s blow-out Q2 earnings, before hopping to Trump’s latest Executive Order on bulk-energy system infrastructure to screen for cybersecurity backdoors in imported goods. We wrap ...
IREN Stock Update, Ornn’s H100 Volatility Index, OpenAI is Hemorrhaging Talent, Moonshot in Talks with Hyperscalers for Kimi K3
Welcome back to The Blockspace Podcast! Today, we open with investment bank price targets for IREN in anticipation of its earnings tomorrow, and Ornn’s Kush Bavaria joins to discuss their new H100 volatility index. To end the show, we take a look at th...
Macro Update With Jim Bianco, Needham Flags ERCOT Risk for AI Stocks, OK’s Industrial Tax Exemption Faces Vote
Welcome back to The Blockspace Podcast! Today, Bianco Research Founder Jim Bianco joins for a macro update, where we talk about interest rates in light of the Treasury’s leveled-up buyback program, inflation, and why Bianco thinks the AI CAPEX boom isn...
TeraWulf Secures 482 MW for Justified, Morgan Stanley Sees Powered Shell Deal Uptick, Luxor Pilots GPU Curtailment
Welcome back to The Blockspace Podcast! Today, we cover TeraWulf’s approval for 482 MW for its Justified data center in Hancock, including how much tax revenue the data center could earn for the county and the state of Kentucky, its job impact, and how...
Keel Responds to PA Data Center Executive Order, and 75% of Americans Oppose Data Centers
Welcome back to The Blockspace Podcast! Today, we cover Keel Infrastructure’s response to Josh Shapiro’s executive order for data centers and how Citadel has shed part of the book it acquired from Situational Awareness. Plus, the GOP is urging AI compa...
TPUC’s Batch Zero Meeting, Soluna CEO Interview, Ionic Digital’s Q2 Earnings
Welcome back to The Blockspace Podcast! Today, we give an update on the Texas Public Utilities Commission’s meeting on ERCOT’s new Batch Zero timeline, including what it means for potential base load consideration for Hut 8 and Cipher Digital. For inte...
Josh Shapiro’s Data Center Executive Order (and What it Means for KEEL, NBIS), Plus a Look at National Data Center Pushback
Welcome back to The Blockspace Podcast! Today’s show centers on a single theme: the data center culture war. We open with a deep dive into Pennsylvania governor Josh Shapiro’s new executive order that overhauls the data center approval process in the s...
Loudon County’s $1.4B Data Center Boon, Vineland Approves DataOne/Nebius Expansion, Crusoe Eyes IPO
Welcome back to The Blockspace Podcast! Today, we open with a note on Loudon County, the richest county in America which also happens to house 6-8% of all US data centers, from which it will reap $1.4B in property taxes this year. For interviews, we we...
Hive Earnings and CFO Interview, NVIDIA Backstops $500B OpenAI Site, Blue Energy’s 2.5 GW Gas/Nuke Build for Crusoe
Welcome back to The Blockspace Podcast! Today, we unpack Hive’s Q1 FY2027 earnings and take a look at their new $350M, 5-year AI cloud deal. For other interviews, Lygos Finance CEO Jay Patel joins us to break down NVIDIA’s latest backstop for OpenAI’s ...
Inside CoreWeave's Q2 Results and Enterprise AI Contracts w/ Brannin McBee
For today's additional bonus episode, we sit down with CoreWeave Co-founder and CDO Brannin McBee to unpack the company's Q2 results, the future of its enterprise AI cloud computing line, $10.4B ARR milestone, and how its 2029 A100 deal is changing the...
An Update on Keel's AI Lease Negotiations, Moses Lake, Sharon/Panther Creek Permitting w/ Ben Gagnon
For today's bonus show, we sit down with Keel CEO Ben Gagnon for an update on Keel's AI lease negotiations, the remaining permitting process for its Panther Creek and Sharon data centers, and what terms the company is seeking for its first AI leases. C...
Soluna Q2 Earnings and CFO Interview, NBIS Hits a Snag in NJ, What it Takes to Build Compute Futures
Welcome back to The Blockspace Podcast! Today, we unpack Soluna’s Q2 earnings and welcome the company’s CFO Mike Picchi to discuss the results, plus we cover Hunterbrook’s latest report that Nebius’ infrastructure provider in Vineland, NJ, DataOne, has...
Keel CEO Interview, WhiteFiber CEO Interview, IREN Completes 50 MW Phase 1 for Microsoft
Welcome back to The Blockspace Podcast! Today, we have back-to-back interviews with WhiteFiber CEO Sam Tabar and Keel CEO Ben Gagnon, and for news, we cover IREN’s completing the 50 MW phase 1 of its Childress data center for Microsoft and how a tiny r...
CoreWeave Q2 Earnings and CDO Interview, Nebius Q2 Earnings, WhiteFiber Q2 Earnings
Welcome back to The Blockspace Podcast! Today’s earnings update is packed as we sift through Q2 earnings for CoreWeave, Nebius, and WhiteFiber. Plus, CoreWeave CDO Brannin McBee joins us to unpack the company’s banner Q2 beat. Check out Dimetrics ( htt...
Riot Q2 Earnings and $9.1B Rockdale Deal, NVIDIA’s $500B Financing Program, ERCOT Seeks Pushback on Batch Zero Deadlines
Welcome back to The Blockspace Podcast! For today’s earnings update, we take a look at Riot Platform’s Q2 results, including its recently inked 191 MW, $9.1B deal with a leading AI lab (reportedly Anthropic). We also touch on NVIDIA’s new $500 billion ...
KEEL Q2 Earnings, Bitdeer Q2 Earnings, SP 500 Earnings Growth is Up 50%
Welcome back to The Blockspace Podcast! For today’s earnings update, we tackle Keel Infrastructure’s Q2 earnings and Bitdeer’s Q2 earnings, and we welcome Lygos Finance CEO Jay Patel for an update on macro topics, including why he believes rising rates...
Hut CEO Asher Genoot On Abbott's Data Center Audit, Q2 Results, Future AI Expansion
Welcome back to the Blockspace Podcast! For today's bonus episode, we sit down with Hut 8 CEO Asher Genoot to discuss how Texas' data center audit -- which Gennot described as "extremely smart," praising Governor Greg Abbott for his effort to root out ...
CleanSpark Q3 FY26 Earnings, Hut 8 CEO Interview, MARA Q2 Earnings
Welcome back to The Blockspace Podcast! At the top of today’s show, we recap CleanSpark’s Q3 FY2026 earnings, with some juicy details about the company’s Sandersville AI site build cost and financing route, and we cap the show with MARA’s Q2 earnings i...
Investment Banks Rerate AI Stocks, Google’s $25B Bond, SpaceX’s Terafab Mega Factory
Welcome back to The Blockspace Podcast! At the top of today’s show, we thumb through investment bank reratings for TeraWulf, Cipher Digital, and Hut 8 following Q2 earnings. Plus, Google wants to raise $20-25 billion with its latest bond sale, SpaceX i...
Galaxy Digital and TeraWulf Q2 Earnings, TeraWulf CFO Interview, SpaceX Q2 Earnings and Orbital Data Centers
Welcome back to The Blockspace Podcast! At the top of today’s show, we cover Galaxy Digital and TeraWulf’s Q2 earnings, plus updates on their AI data center builds. Following the earnings update, TeraWulf CFO Patrick Fleury joins us to discuss the comp...
Cipher Digital and Hut 8 Q2 Earnings, Ionic Digital CEO Interview, BTDR’s $4.7B AI Deal, ERCOT’s Batch Zero Hiccup
Welcome back to The Blockspace Podcast! At the top of today’s show, we cover Cipher Digital and Hut 8’s Q2 earnings, plus updates on their AI data center builds. Following the earnings update, Ionic Digital CEO Andy Stewart joins us for a company updat...
Earnings Week Kickoff, DeepSeek Taps Inner Mongolia for 1 GW, Banks Up AI Stock Targets
Welcome back to The Blockspace Podcast! We kick off Earnings Week with a stock market update, including investment banks rerating AI stocks ahead of earnings. Plus, DeepSeek is reportedly tapping 1 GW of power in Inner Mongolia, China for AI workloads....
Hut 8’s $5B Illinois Site, Kimi K3 Trained on H200s, GPU Rental Price Contango
Welcome back to The Blockspace Podcast! For our lead story today, we cover how zoning for Hut 8’s $5B, 500 MW data center in Illinois has been stalled as a local council cancels a zoning vote for the project, and we also cover a Bloomberg report that M...
Situational Awareness Gets Liquidated, META/MSFT Earnings, TeraWulf Cleared for Morgantown Acquisition
Welcome back to The Blockspace Podcast! Leopold Aschenbrenner’s Situational Awareness dominated headlines today when reporting surfaced that the wunderkind’s AI hedge fund sold all of its public positions to Citadel. For other news, we cover Meta and M...
Ionic Digital goes Public, Empery Digital’s AI Play, Galaxy Digital Closes $3.5B Raise, Banks Raise AI Stock Targets
Welcome back to The Blockspace Podcast! Ionic Digital went public yesterday, so we cover the former bitcoin miner’s debut and its watershed AI deal with Nscale. For interviews, Empery Digital co-CEO Ryan Lane joins us to discuss why the company has alt...
Core Scientific’s Q2 Earnings + $14B AMD Deal, Galaxy Digital’s 74 MW Site, Meta and Blackrock’s $14B Data Center
Welcome back to The Blockspace Podcast! At the top of the show, we cover Core Scientific’s Q2 earnings and $14B AMD deal, plus Applied Digital’s FY2026 earnings. For other news, we tackle Galaxy Digital’s site acquisition for a 74 MW AI data center and...
MARA’s Exaion Lawsuit, Nvidia’s $250B OpenAI Backstop, CXMT’s 400% IPO Pump
Welcome back to The Blockspace Podcast! For our lead story, we cover a lawsuit against MARA that alleges the company didn’t fully pay a French contractor and his affiliates for their work to push through MARA’s acquisition of a controlling stake in Exa...
Inside CleanSpark's Sandersville AI Site and Texas Expansion w/ Harry Sudock
Welcome back to The Blockspace Podcast! For today’s bonus show, we have an interview with CleanSpark CBO Harry Sudock, where we dive into CleanSpark’s $6.6B deal for its Sandersville data center, its inaugural tenant’s potential expansion into Texas, a...
Nvidia and Friends Defend Open-Weight Models, Galaxy Prices $3.5B Note, TX’s New Rules Claim First Data Center Casualty
Welcome back to The Blockspace Podcast! For our lead story today, we cover Nvidia, Meta, Microsft, et al.’s open letter in defense of open weight models and whether it will be enough to stanch off regulation that bans these Chinese models in the US. Fo...
Etched Raises $300M at $10.3B Valuation, CleanSpark Exec Interview, Fluidstack’s OK Site for Jane Street
Welcome back to The Blockspace Podcast! For our lead story today, Etched just raised $300M at a $10.3B valuation to scale out the AI ASIC that is at the heart of its high-risk, high-reward business model. For interviews, we sit down with Harry Sudock, ...
AMD’s $5B Anthropic Investment, OpenAI’s $750B Compute Spend, Galaxy’s $3.5B Raise
Welcome back to The Blockspace Podcast! For our lead story today, AMD and Anthropic are teaming up for a 2 GW AI rollout that includes AMD investing $5 billion in Anthropic. For other news, we cover OpenAI reportedly planning to spend $750 billion on c...
Recommended
Conspiracy Files with Paige Carter
Bible Tea
Dark Night Tales with Brian King
Fox news
CBS Radio Mystery Theater | Old Time Radio
Old Time Radio Mystery, Suspense, & Horror
ABC News Update
Learn English Fast! English Snacks with Amber - Short Lessons to Speak English Like a Native
این نقطه
This Past Weekend w/ Theo Von
100 Greatest Old Time Detective Stories
Fantasy Flex
