PODCAST · news
Blockspace: AI News
by Blockspace
Covering powered land, AI infra, Wall Street ratings, local data center politics, operational updates, executive interviews. Join Colin and Charlie to understand what's happening in data centers!
Episodes
-
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...
-
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...
-
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...
-
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...
-
SpaceX Joins Nasdaq 100, Meta’s Neocloud Play, the State of Bitcoin’s Quantum Computing Response
Welcome back to The Blockspace Podcast! SpaceX is now part of the Nasdaq 100, the fastest inclusion of any company after the index changed its rules in May. Plus, why Meta’s neocloud pivot is more about hedging their bets than a compute supply surplus,...
-
Strategy Opens Door to Sell $1.25B BTC, SpaceX Eyes Mesh Optical, Understanding GPU Financing
Welcome back to The Blockspace Podcast! Strategy announced its 5 point capital plan today, which included the potential to sell up to $1.25B bitcoin – and STRC and MSTR surged on the news. Lygos Finance Francis Corvino breaks it down for us on today’s ...
-
What Trump's Quantum Computing Executive Order Actually Means w/ Alex Pruden
In today's bonus episode, Project Eleven CEO Alex Pruden explains exactly what the White House's new Executive Order on Quantum Computing means for the government's migration to post-quantum cryptography, and how the executive order relates to Bitcoin....
-
OpenAI’s Jalapeno AI Chip, SpaceX’s $25B Debt Raise, and is STRC Breaking?
Welcome back to The Blockspace Podcast! OpenAI dominated headlines today when it announced that it has developed an ASIC chip for AI inference with Broadcom called Jalapeno – and it’s already in use, going from design to tapeout in 9 months. For today’...
-
How the US Plans to Fast Track Data Centers, STRC Depegs from $100, Hive Signs $220M AI Deal
Welcome back to The Blockspace Podcast! The Federal Energy Regulatory Commission has finalized new guidance aimed at fast tracking data centers across the U.S.. The rules aren’t set-in-stone or enforceable yet, but the new guidance is the most signific...
-
Applied’s $1.59B Raise, Illinois’s Bitcoin Transaction Tax, Why SaaS Bonds May Be in Trouble
Welcome back to The Blockspace Podcast! Applied Digital just closed a $1.59 billion senior secured note round to fund a 150 MW expansion at its Polaris Forge 1 site for CoreWeave. Plus, we welcome Tim Neimeyer, the president of the Illinois Bitcoin Cou...
-
SpaceX’s $250B IPO Raise, KEEL’s $458M Convertible Note, Hut 8’s $4.25 Senior Note, OpenAI’s 10 GW Datacenter
Welcome back to The Blockspace Podcast! Reuters has reported that SpaceX’s IPO round could come in at $250 billion, a 3x oversubscription from the company’s planned $75 billion. Plus, Cormint CEO Jamie McAvity joins us to give an optimistic outlook on ...
-
What Investors Miss About SpaceX’s IPO, Cipher’s $810M Riase for AWS Site, Applied Digital’s 210 MW AI Deal
Welcome back to The Blockspace Podcast! Markets are bleeding, and AI/semiconductor stocks are taking the brunt of the bloodletting, so we open today’s show with a quick stock update from emerging AI factories like $HUT, $IREN, and $KEEL. Plus, we cover...
-
CIFR & KEEL rip, SpaceX IPO, and Saylor didn’t sell
Francis Corvinho of Lygos Finance and Kaan of Luxor join us to talk about the massive shift in Bitcoin mining economics, Michael Saylor's credit strategies, Zcash protocol bugs, and the Texas 4CP summer mining curtailments. We also break down the AI in...
-
SpaceX IPO, Ohio's data center woes, Sphere3D goes public, and Bitcoin Volatility
Today, we review SpaceX’s prospectus on rockets and interplanetary life extraterrestrial data centers. Plus, IREN gets a nod from B Riley and Hut 8 is raising a lot of cash for its Beacon Point facility.
-
IREN's 800MW in Australia, Zcash bug, and Google upscales to $84b
Janusz, former engineer at Electric Coin Company, joins us to talk about a potential Zcash soundness bug and the trade-offs of privacy versus auditability. Plus, Charlie and Will dive into Michael Saylor's STRC asset crash, IREN’s massive 800MW data ce...
We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
Loading similar podcasts...
Frequently Asked Questions
How many episodes does Blockspace: AI News have?
Blockspace: AI News currently has 50 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Blockspace: AI News about?
Covering powered land, AI infra, Wall Street ratings, local data center politics, operational updates, executive interviews. Join Colin and Charlie to understand what's happening in data centers!
How often does Blockspace: AI News release new episodes?
Blockspace: AI News has 50 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Blockspace: AI News?
You can listen to Blockspace: AI News on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Blockspace: AI News?
Blockspace: AI News is created and hosted by Blockspace.
URL copied to clipboard!